WS #6831

The dominant signal in this window is the CDC issuing a Level 3 emergency in response to a hantavirus outbreak on a cruise ship (MV Hondius) off West Africa, with 8 cases and 3 deaths reported. This is corroborated by multiple sources (Ars Technica, CDC, local news outlets) and could impact cruise line stocks (CCL, NCLH, RCL) and travel-related sectors negatively. Separately, Trump announced a ground offensive against drug cartels in Mexico, escalating geopolitical risk. On the corporate side, NVIDIA named Suzanne Nora Johnson to its board, a positive governance signal. Trump Media & Technology Group reported Q1 results with $17.9M positive operating cash flow and $2.2B in assets, but this is a repeat of prior headlines. Consolidated Edison announced a $2B share offering program, dilutive for existing shareholders. PBF Energy's Chalmette refinery experienced an explosion and fire, likely impacting PBF stock. The overall market narrative is stable with no major macro surprises; the S&P 500 closed up slightly on a strong jobs report. The hantavirus outbreak is the most actionable new development.