WS #7461

The data dump is dominated by noise (Polymarket trades, sports, entertainment, local news) with no actionable signals for US equities. The previous synthesis remains current. Key developments from this window include: (1) Iran plans to control Strait of Hormuz through an insurance scheme, generating $10B revenue, which could escalate geopolitical tensions and impact oil prices; (2) US Treasury's temporary license for Russian oil and petroleum products expires today with no renewal, potentially tightening oil supply; (3) SpaceX reportedly plans to file IPO prospectus on May 20 and list on Nasdaq on June 12, with potential valuation over $2 trillion, which could be a major market event; (4) Hamas official confirms death of military wing leader Izz al-Din al-Haddad, which may affect Middle East dynamics; (5) Putin to meet Xi in Beijing May 19-20, reinforcing Russia-China energy cooperation. However, these are mostly geopolitical developments with limited direct US equity impact in the immediate term. The overall narrative is stable with no escalation or de-escalation of prior themes.