WS #10458

The data dump is dominated by noise: routine SEC filings, sports betting on Polymarket, and non-market social media posts. However, several actionable signals emerge. The US market closed with a split tape: IBM surged +3.7% after Trump praised the CEO on air, while mega-cap cloud stocks sold off sharply (ORCL -5.6%, AMZN -3.9%, GOOGL -3.8%). This divergence is corroborated by multiple social media posts and a Seeking Alpha article. Separately, Trump made statements on Iran and the Strait of Hormuz, claiming it is "totally open" and that the US is "doing very well" there, which could de-escalate geopolitical risk and counter the prevailing bearish oil narrative. CME Group experienced trading disconnects, a potential operational risk for futures markets. Additionally, a $6.3B deal between SpaceX and Reflection AI for NVDA chips was reported, signaling continued AI infrastructure demand. The previous situational awareness themes (Tesla Autopilot, GOOGL whale flow, etc.) remain unchanged with no new data points. Narrative arc: STABLE with emerging cross-currents — tech selloff vs. IBM strength, and geopolitical de-escalation signals on Iran.