WS #6019
No material new developments in the last 10 minutes. The attempted shooting at the White House Correspondents' Dinner remains the dominant signal, but no new information has emerged to change the market outlook. Other geopolitical and policy themes are unchanged from the previous window.
Key developments
- Attempted shooting at WHCD: suspect targeted Trump, no casualties
- Israel orders evacuation of 7 southern Lebanon towns, escalating Hezbollah conflict
- Iran-linked cyberattack on Stryker (SYK) wipes data from 200,000 devices
- Oil prices drop ~15% on Hormuz truce signals; Brent back to ~$95
- EU bans short-term Russian LNG imports; full ban by 2027
- Meta and Google found guilty of negligence in youth addiction case, $6M damages
- Apple gains 4 points market share in China, now second behind Huawei
- Nvidia faces competition from Google TPUs; but Meta and Microsoft capex in focus