WS #6288
No material new developments in the last 30 minutes. The dominant narratives from the previous window (DHS funding resolution, Trump tariff/pipeline actions, MAG7 earnings divergence, Iran/Hormuz oil disruption, UK terror threat, UAE OPEC exit) remain unchanged with no new data points, counter-signals, or de-escalation signals detected.
Key developments
- House passes DHS funding bill, ending 75-day partial shutdown; excludes ICE/CBP funding
- Trump removes tariffs on Scottish whiskey, boosting Diageo
- Trump signs executive order authorizing cross-border pipeline
- Alphabet surges ~9% on Q1 cloud/Gemini beat; Meta plunges ~9% on $145B AI capex plan
- Iran's Supreme Leader vows to protect nuclear/missile capabilities; Strait of Hormuz blockade continues
- US Senate unanimously bans members and staff from trading on prediction markets
- FDA approves Auvelity for Alzheimer's agitation; Axsome Therapeutics shares rise
- Meta plans to issue up to $25B in bonds for AI infrastructure