WS #10475

The data dump is overwhelmingly dominated by sports betting, crypto binary options, and non-market noise. The only actionable signals are: (1) Chevron signed a 20-year power agreement with Microsoft for a West Texas data center, which is bullish for both companies and underscores the AI infrastructure buildout; (2) Qualcomm is nearing a deal for AI chip startup Modular, per Bloomberg, which is positive for QCOM and the AI chip space; (3) Palantir hit a 52-week low, falling 7% as traders de-risk high-multiple AI and software names, a bearish signal for PLTR and similar high-multiple tech names; (4) The Senate passed a landmark bipartisan housing bill, which could benefit homebuilders and related sectors; (5) Ukraine drone strikes on Russian oil infrastructure are escalating, with reports of gasoline production falling 25% and fuel rationing in Crimea, which could support oil prices and energy stocks. The Ukraine-Russia energy war continues to escalate, with potential second-order effects on oil prices and defense stocks. The dominant narrative from the previous window—US easing sanctions on Iran's oil—continues to de-escalate, with no new material developments in this window.