WS #5788

The dominant signal in this window is the continuation of the Iran-Israel conflict, with Trump claiming he is keeping the Strait of Hormuz closed, not Iran, reinforcing supply disruption fears. This is corroborated by multiple sources (Al Jazeera, Bluesky posts). Separately, Intel's blowout Q1 earnings report is driving a semiconductor rally, with Intel CEO stating demand continues to outpace supply. AMD and Arm are riding Intel's coattails. Meta's plan to cut 8,000 jobs (10% of workforce) is confirmed by multiple sources (El Correo, AFP, BBC), signaling ongoing cost-cutting in tech. The EU formally approved a 90-billion-euro loan for Ukraine and new Russia sanctions, a development that could impact energy markets and geopolitical risk. Mobileye's stock surges on robotaxi progress. Baker Hughes Q1 earnings beat estimates. These are the key market-moving signals amidst routine SEC filings and noise.