WS #10376

The data dump is overwhelmingly dominated by sports betting noise (Polymarket trades on Uruguay vs. Cabo Verde, Belgium vs. Iran, etc.) and non-market social media chatter. No material new market-moving developments have emerged in this window. The Iran-US talks narrative remains stable with no corroborated escalation or breakthrough; the Axios and Al Jazeera pieces are analytical, not breaking. The Ukraine drone strike on Tyumen oil refinery is a single-source report (Guardian/Bluesky) with no cross-corroboration or market impact data. Overall, the window is signal-poor with no actionable developments for US equities or macro assets.