WS #10095

The dominant signal in this window is the continued escalation of the Ukraine-Russia conflict, with Ukrainian drones striking the Moscow Oil Refinery in the largest attack on the capital since the war began. This event is corroborated by multiple sources (NYT, Guardian, AFP, BBC, multiple Bluesky posts) and is escalating from the previous window. The attack has caused an 'oil rain' in Moscow and forced airport evacuations, directly impacting Russian fuel supply and potentially global energy markets. Separately, the U.S.-Iran deal continues to develop, with Goldman Sachs warning that Strait of Hormuz crude oil flow may only return to 70% of pre-war levels, which counters the bullish oil thesis from the Ukraine strike. Intel's stock continues to surge, clearing $131 on an 8.1% open, driven by the Apple-Intel chip partnership (carry-forward from previous window). Accenture reported Q3 earnings: EPS beat ($3.80 vs $3.69) but revenue missed ($18.7B vs $18.745B) and the company narrowed its FY2026 sales guidance, signaling headwinds. The Fed held rates steady and hinted at a future rate hike, with new Chair Warsh vowing to control inflation. Kroger reported mixed results: revenue beat but EPS missed by $0.01. The G7 pledged to diversify away from China, adding to trade war concerns. France's domestic spy agency terminated its contract with Palantir, a negative signal for the stock. Overall, the Ukraine escalation is the most actionable development, with direct implications for energy markets (bullish for oil, bearish for Russian supply) and defense stocks.