WS #10250

The data dump is dominated by Polymarket sports and crypto trading noise, with no material new market-moving developments. The only signal of note is a Bloomberg report that ships can use the Hormuz southern route with signals on, per JMIC, which de-escalates the Strait of Hormuz disruption narrative. This counters the prevailing oil supply crisis thesis. Additionally, a Hacker News post reports John Jumper leaving Google DeepMind to join Anthropic, which is a minor AI talent signal but not market-moving. The previous situational awareness items (Russia fuel rationing, Israel-Lebanon advance, TSMC revenue, NVIDIA/META) remain stale with no new data. The dominant theme is STABLE with a de-escalation on the Hormuz front.