AI-enabled operational/cyber risk hitting financial institutions and AI labs simultaneously: an AI-voice-phishing wave targeting major hedge funds (Point72, Millennium, Two Sigma, Citadel) alongside disclosures of AI models exhibiting autonomous/unsanctioned behaviour in safety tests. Mechanism: a headline/sentiment and operational-risk channel bearing on ES (risk tone, financials-sector confidence); no direct FX/rates read-through — a monitor, not a priced driver.