WS #8540

Multiple high-signal developments in this window: (1) The US is lifting the blockade of the Strait of Hormuz, with Iran demanding $300B in damages before nuclear talks, per multiple sources. This is a major de-escalation that counters the prevailing oil supply crisis narrative, likely driving oil prices lower and benefiting importers/airlines while hurting energy stocks. (2) SpaceX won a $4.16B contract for Golden Dome missile-tracking satellites, confirmed by Bloomberg and The Verge, boosting defense and space-related tickers. (3) CFTC approved first Bitcoin perpetual futures on a regulated US exchange, a bullish signal for crypto. (4) Snowflake Q1 revenue up 34% to $1.33B but faces securities suits and AI copyright claim, mixed. (5) Target operating income declined 22.9% despite revenue growth, indicating cost control issues. (6) Dark pool alerts show large institutional orders in SPY ($230M), GOOG ($300M), and MSFT ($116M), suggesting institutional accumulation. (7) Judge reopens Trump's $10B IRS lawsuit, a political development with limited direct market impact. (8) Multiple acts withdrawing from Trump's Freedom 250 celebration is noise. (9) Oil prices are declining (WTI -1.23%, Brent -1.20%) as Hormuz blockade lifts. (10) Gold gains on anticipated US-Iran deal easing inflation fears.