WS #4745

The data dump indicates a significant de-escalation in the Strait of Hormuz crisis, with Iran withdrawing its demand for Bitcoin payments for safe passage, as reported by multiple sources including jetstream.bsky.priority and GDELT. This development reduces the immediate risk of oil supply disruptions, potentially easing bullish pressure on oil prices, which had previously spiked to $145 per barrel. In corporate news, TSMC announced a delay in its $50-56 billion investment plan from 2026 to 2028 due to regulatory hurdles, signaling a bearish shift for semiconductor stocks amid ongoing AI demand. Additionally, Meta's new AI model launch has been postponed indefinitely due to technical issues, dampening bullish sentiment in the tech sector. Other items, such as local events and routine updates, remain noise with no market impact.