WS #10711

The data dump is dominated by routine SEC filings, sports betting on Polymarket, and spam. However, several high-signal items emerge. First, the Strait of Hormuz crisis escalates: a cargo ship attack has halted movement through the strait (NYT, BBC, Al Jazeera), and the UN has paused its evacuation plan. This is a major escalation of the prevailing geopolitical risk, directly threatening global oil supply. Second, Apple's stock selloff deepens with a 6%+ drop after announcing 17-25% price hikes on MacBooks and iPads due to AI-driven memory costs, losing $263B in market cap. Third, the ON Semiconductor/Synaptics $7B all-stock deal is confirmed, with ON shares falling 7.4% after hours. Fourth, JPMorgan's board wants Dimon to stay CEO for another 3 years, a positive signal for financials. Fifth, a massive dark pool order of $1.72B in VOO and $1.72B in IVV suggests institutional accumulation. Sixth, the US Senate passed a war powers resolution to end the Iran conflict, a potential counter-signal to the Hormuz escalation. Seventh, Venezuela's earthquake death toll rises to 188, a humanitarian crisis but limited direct US market impact. Eighth, Trump administration pushes OpenAI to postpone next AI model launch on national security grounds, a bearish signal for AI sentiment. Ninth, a Supreme Court ruling blocks cancer lawsuits against Monsanto (Bayer), a positive for the chemical sector. Tenth, FedEx Freight reported Q4 sales of $2.4B, a routine earnings beat. The dominant narrative is ESCALATING on the Strait of Hormuz crisis, with the Apple selloff and ON/Synaptics deal as key stock-specific signals.