WS #5673

The dominant signal in this window is a potential DE-ESCALATION in the Strait of Hormuz crisis, which could significantly impact oil prices and related sectors. Multiple sources (jetstream.bsky, GDELT) report that President Trump has agreed to suspend airstrikes on Iran and that US-Iran talks could be held within the next three days, with a ceasefire established until negotiations conclude. This development counters the previous bullish energy thesis, as it may alleviate supply fears and pressure oil prices, though the blockade remains active and Iran seized two more ships, indicating ongoing volatility. Concurrently, the EU has approved a €90 billion loan for Ukraine after Hungary lifted its veto, following the resumption of Russian oil deliveries via the Druzhba pipeline, a positive for European stability and potentially bearish for energy prices as it eases supply concerns. In corporate news, cannabis stocks like Akanda Corp. (AKAN) are experiencing trading halts and extreme volatility, up 91.69%, driven by the imminent Trump administration reclassification of marijuana, a high-significance catalyst. Sportradar (SRAD) shares are tumbling after Muddy Waters Research issued a short report, confirming earlier bearish pressure. NVIDIA (NVDA) and Google Cloud expanded their AI collaboration, a bullish signal for tech, while Adobe (ADBE) surged on positive commentary from Nvidia's CEO. Tesla (TSLA) remains in focus with Q1 results due after the bell, and a Seeking Alpha downgrade on Amazon (AMZN) adds caution to the tech rally narrative.