WS #9011

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, Broadcom, Apollo, and Blackstone are partnering to deploy over 20 GW of AI compute capacity through 2028, signaling aggressive AI infrastructure spending. Jamie Dimon is personally pitching the SpaceX IPO to 2,500 wealthy JPMorgan clients, indicating strong demand. The May jobs report preview suggests a solid increase, with Bloomberg Economics expecting a solid report. No counter-signals to prevailing theses were identified; the coal announcement is a new policy development, not a counter to an existing crisis.