WS #10141

The dominant signal in this window is the semiconductor sector rally driven by AMD's acquisition of MEXT, which is seen as fixing AI memory bottlenecks. A single Bluesky account (did:plc:q4dq6nzfr7ugpmg3ffoahk3h) repeatedly reports INTC +10.1% to $134.22, MU +7.7% to $1,141.30, and TSM +6.7% to $462.93, with the desk flipping bullish on INTC. This is corroborated by a dark pool alert for TSM ($138.65M) and a Seeking Alpha article on Intel appointing Seok-Hee Lee as EVP of Intel Foundry. The rally appears to be after-hours, with QQQ closing +2.48% and SPY +0.69%. The US-Iran deal continues to de-escalate, with Nikkei reporting at least 6 oil tankers sailing through Hormuz and US gas prices falling below $4/gallon. However, Iran has suspended 60-day US negotiations after Israeli attacks on southern Lebanon, and Iran threatens retaliatory strikes. The Ukraine-Russia conflict is escalating with a major drone attack on Moscow setting an oil refinery on fire, and the Kremlin threatens massive strikes on Ukraine. Moderna gains unanimous FDA panel endorsement of its flu vaccine (mRNA-1010).