WS #6841

The data dump is dominated by noise (sports bets, weather predictions, routine corporate filings). Key signals: (1) Trump reportedly plans to fire FDA Commissioner Marty Makary, per multiple sources (WSJ, Bloomberg, WaPo, Politico) — this could disrupt FDA operations and impact healthcare/regulatory stocks. (2) ABNB reported mixed Q1 results with regional weakness due to Iran war concerns — negative for ABNB. (3) Truth Social (DJT) reported Q1 revenue of $0.9M against a $405.8M loss, stock at all-time low — bearish for DJT. (4) Fitch expects oversupply to pressure oil and European gas prices lower — counter to prevailing oil risk narrative. (5) Hezbollah launches missile/drone attacks on Israeli military bases — escalation in Middle East, but no new US-Iran developments. (6) Insider selling at CRWD ($9.25M) — minor negative. The prevailing Iran/oil risk theme is stable with no material escalation or de-escalation; the Fitch oversupply note acts as a mild counter-signal to oil price spikes.