WS #8367

No genuinely new market-moving developments detected in the last 30 minutes. The data dump remains dominated by noise (sports betting, celebrity news, routine SEC filings, generic commentary). The US-Iran conflict narrative is stable with no new data points, counter-signals, or de-escalation signals. The only items of potential interest are isolated dark pool trades and option activity in NVDA, but these lack cross-source corroboration and do not represent a material change from the previous window. The prevailing macro themes (US-Iran tensions, AI capex cycle) are unchanged.