WS #6093

The dominant signal in this window is the continued escalation of the White House Correspondents' Dinner shooting aftermath, with the White House confirming succession discussions took place before the event and stating adjustments will be made to protect the president. This is a high-significance political event with potential market implications for defense and security sectors. Separately, Ukraine reports damage to Russian oil facilities in Yaroslavl and Tuapse, adding to oil supply disruption concerns. Shell announces a $16.4B deal to acquire ARC Resources, expanding its Canadian shale footprint. On the tech side, Microsoft is investigating an issue affecting Copilot in North America, which could impact MSFT sentiment. DeepMind's David Silver raised $1.1B for a new AI lab, signaling continued AI investment. The White House also confirmed Iran's proposal is being discussed, which could de-escalate oil tensions. Trump's bond trades revealed up to $161M in March, including purchases of NVDA and MSFT corporate bonds, a bullish signal for those tickers. The Fed meets Tuesday-Wednesday with a rate decision, a key macro event.