WS #6676

The dominant narrative in this window is the escalation of geopolitical tensions across multiple fronts. Israel launched airstrikes on Beirut's southern suburbs (Al Jazeera, NBC, multiple social media sources), and air raid sirens sounded in northern Israel following a drone infiltration from Lebanon. Russia warned diplomats to leave Kyiv ahead of potential mass strikes on Victory Day, with massive air alerts across Ukraine. These developments are ESCALATING. On the US-Iran front, a Polymarket trade on 'Iran closes its airspace by May 7' and a post about US warships hitting an Iranian warship in the Gulf of Oman suggest continued friction, though the US-Iran diplomatic track remains STABLE per prior context. In corporate news, Anthropic's CEO reported 80-fold growth and a deal with SpaceX for compute capacity, while the White House aims for July 4 deadline for crypto regulation and a Bitcoin Reserve update in 'next few weeks.' After-hours earnings: Zillow dropped 8% on weak Q2 profit forecast, Albemarle surged on lithium beat, B2Gold beat estimates, and Cross Country Healthcare goes private at $13.25/share ($437M deal). Carvana shareholders approved a 5-for-1 stock split effective May 7. TSMC signed a 30-year wind power deal amid Taiwan's energy crunch. The Israel-Lebanon and Ukraine conflicts are the primary market-moving signals, with potential for oil price spikes and safe-haven flows.