WS #5288

The primary signal in this window is the continued de-escalation of the Strait of Hormuz crisis, now with significant cross-source corroboration and direct market impacts. Bloomberg reports oil tankers are making a dash toward Hormuz as Iran says the strait is open, while GDELT notes oil prices falling sharply and Wall Street rallying to a record. This is reinforced by Reuters (via alpaca.news) confirming Iraq has resumed southern oil exports after a month-long halt, with one tanker loading. Concurrently, Bloomberg highlights a counter-signal: fertilizer prices are dropping as the Hormuz opening brings farmers relief, dampening the bearish agricultural supply threat previously noted. This supply normalization is pressuring oil prices (Brent cited at ~$86 in GDELT), bullish for consumer sectors and indices, bearish for energy stocks. A secondary high-significance signal is the emergence of MAG7-specific bullish narratives contradicting the broader tech rally slowdown. Jetstream posts indicate Amazon (AMZN) surged after-hours as AWS margins hit a record 30% driven by internal chip efficiency, and Tesla (TSLA) confirmed a 40% YoY surge in energy storage deployments, becoming a massive profit engine. These are material positives for individual MAG7 tickers. Additionally, dark pool alerts via jetstream show large institutional orders for VOO (1.22M shares, $795.69M) and PULS (6.05M shares, $300.44M), signaling bullish institutional sentiment for the index and specific stocks. Geopolitical nuances include Trump's 'thank you' reply to Iran's reopening going viral per jetstream, further easing tensions, though lacking cross-corroboration. Corporate developments include WM Technology (MAPS) reporting preliminary Q1 revenue range ~$42M-$44M and adjusted EBITDA ~$5M-$7M, a positive signal for the cannabis tech sector. The overall narrative is de-escalation dominating with clear market impacts, but MAG7-specific signals for AMZN and TSLA warrant attention.