WS #9010

The dominant signal in this window is President Trump's coal announcement, invoking the Defense Production Act to save 13 coal plants with a $700M investment, and his meeting with GM and Ford officials. This is corroborated by multiple sources (NBC, Reuters, Alpaca News, Bluesky posts) and has direct implications for coal, energy, and auto sectors. Separately, Meta is building tent-based AI data centers, signaling aggressive AI infrastructure spending. Shopify announced a $5B buyback, boosting its stock. The May jobs report preview suggests downside risk (consensus 80K). No counter-signals to prevailing theses were identified; the coal announcement is a new policy development, not a counter to an existing crisis.