WS #8988

The dominant signal in this window is a significant escalation in Israel-Lebanon/Hezbollah hostilities, with multiple sources reporting Hezbollah rocket and drone attacks on northern Israel and Israeli airstrikes across southern Lebanon, directly contradicting the fragile ceasefire narrative. This is corroborated by Bloomberg's report that Treasuries are rising on optimism about an Iran peace accord, suggesting a divergence between Israel-Lebanon and US-Iran dynamics. Separately, SpaceX's IPO is gaining clarity with a fixed $135 price and 555,555,555 shares, and Goldman Sachs projects SpaceX AI revenue could hit $322 billion by 2030, a bullish signal for the space and AI sectors. GameStop is surging on record Q1 net income and a $2 billion buyback. On the negative side, Celsius Energy Drink faces a Texas AG investigation over child safety claims, sending CELH shares lower. The Fed's Daly gave balanced comments, offering no new directional signal. The oil supply crisis narrative is de-escalating as Treasuries rise on Iran peace optimism, but the Israel-Lebanon escalation introduces fresh geopolitical risk.