WS #10462

The data dump is dominated by routine SEC filings, sports betting on Polymarket, and noise. However, several actionable signals emerge. First, the UK political crisis escalates: Keir Starmer resigns as Prime Minister, with Andy Burnham projected as successor. This adds to European political uncertainty but has limited direct US market impact. Second, the US tech selloff narrative is confirmed by multiple sources: a split tape with IBM surging +3.7% after Trump's praise at a quantum summit, while mega-cap cloud names (ORCL -5.6%, AMZN -3.9%, GOOGL -3.8%) bled out. This is corroborated by marketwatch and investing.com. Third, Primoris Services (PRIM) plunged 32.1% after-hours on renewables cost overruns and COO departure, a significant single-stock signal. Fourth, META signed a major AI computing capacity deal with Crusoe for 1.6 GW, bullish for META and AI infrastructure. Fifth, Iran's central bank comments on unfrozen funds not being tied solely to US agricultural goods introduce ambiguity to the US-Iran détente narrative. Sixth, a federal judge blocked a Trump administration voter database tool, adding to political noise. Seventh, SpaceX stock fell below its IPO-day closing price, shedding $400B in value, a notable negative for private space/tech sentiment. The dominant narrative is a split US market with tech weakness outside of IBM, and ongoing UK political turmoil. The Iran situation shows mixed signals with Qatar mediating but Iran pushing back on obligations.