WS #7851

The dominant signal in this window is the escalation of US-Iran tensions, with Trump announcing the US Coast Guard captured 3 Iranian vessels, and Iran state media confirming receipt of US views. This contradicts the prior narrative of de-escalation and oil price decline, and is likely to reverse the oil price drop, boosting energy stocks (XOM, CVX) while hurting airlines (DAL, UAL). Separately, Samsung Electronics shares surged 6% after its union suspended a strike, easing supply disruption fears for memory chips, supported by Nvidia's strong earnings. SoftBank shares surged 20% on an unconfirmed report. SpaceXAI locked Anthropic into a $1.25B/month compute deal, signaling massive AI infrastructure demand. Tesla's FSD launch in China heats up competition with domestic EV makers. The UAE pipeline bypassing the Strait of Hormuz is 50% complete, a long-term counter to oil supply disruption. The AUD extended decline on weak data. Cathie Wood dumped AMD shares again, buying Cerebras and a crypto play. The Fed seeks input on expanding master account access for digital assets. The Iran peace deal narrative is now DE-ESCALATING as military action escalates.