WS #10712

The data dump is dominated by routine SEC filings, sports betting on Polymarket, and spam. However, several high-signal items emerge. First, the Strait of Hormuz crisis escalates: a suicide drone strike has occurred in the strait, and movement through the strait is halted after an attack on a cargo ship (NYT, Al Jazeera, Bluesky). This is a major escalation of the prevailing geopolitical risk, directly threatening global oil supply. Second, the ON Semiconductor/Synaptics $7B all-stock deal is confirmed, with ON shares falling 7.4% after hours. Third, a massive dark pool order of $1.72B in VOO suggests institutional accumulation. Fourth, the US Senate passed a war powers resolution to end the Iran conflict, a potential counter-signal to the Hormuz escalation. Fifth, Apple's stock selloff deepens with a 6%+ drop after announcing 17-25% price hikes on MacBooks and iPads due to AI-driven memory costs, losing $263B in market cap. Sixth, JPMorgan's board wants Dimon to stay CEO for another 3 years, a positive signal for financials. Seventh, OpenAI leans toward delaying its IPO to 2027, a bearish signal for AI sentiment. Eighth, Trump administration asks OpenAI to stagger release of new model, adding regulatory pressure. Ninth, Rocket Lab selected by NASA for two missions, stock up 5% after hours. Tenth, FedEx Freight reported Q4 sales of $2.4B, a routine earnings beat. The dominant narrative is ESCALATING on the Strait of Hormuz crisis, with the ON/Synaptics deal and Apple selloff as key stock-specific signals.