WS #9984

The dominant signal in this window is the continued fallout from the US-Iran peace deal framework, with oil prices falling below $80 as traders anticipate the return of Strait of Hormuz flows. This is corroborated by multiple sources: a Central News Agency (Taiwan) report stating international oil prices closed down over 5%, a Financial Times headline noting oil below $80 on Strait of Hormuz expectations, and a WSJ-linked Bluesky post stating Iran can immediately resume selling oil under Trump's deal. The narrative is ESCALATING as the market prices in the supply increase. Additionally, a Ukrainian drone attack on Moscow's largest oil refinery is reported by multiple Bluesky sources, which could temporarily support oil prices by threatening Russian supply, acting as a counter-signal to the bearish oil thesis. In the tech sector, Intel's manufacturing process milestone is noted as a positive signal for its turnaround, while a Bluesky post summarizes a sharp selloff in semiconductors (INTC -8.45%, AMD -7.30%, AVGO -4.37%) as the FOMC meeting kicks off, with only META and GOOGL closing green. The Anthropic-Fable shutdown story continues to drive interest in open-source AI, with Chinese AI names surging. Insider selling filings for AVGO, DELL, LYFT, NET, and HPQ are noted but are routine and low significance. The FBI foiling a plot to attack the White House UFC event is breaking news but its market impact is unclear. Overall, the oil price decline from the Iran deal is the highest-conviction signal, with the Moscow refinery attack as a potential counter.