According to @KobeissiLetter, citing a Wall Street Journal report, the Trump Administration has agreed to use AI models from Elon Musk’s xAI, a development now in focus for market participants. Source: The Kobeissi Letter on X citing WSJ. Based on this headline, equity traders are monitoring Musk-linked names and AI baskets for liquidity and volatility shifts around the US cash session, including TSLA and AI-focused ETFs such as BOTZ and AIQ. Source: The Kobeissi Letter on X citing WSJ. In crypto, traders are watching for headline-driven sentiment effects in AI-narrative tokens and broader risk appetite during US hours as cross-asset flows react to major AI procurement news. Source: The Kobeissi Letter on X citing WSJ.