WS #7586

The dominant market-moving signal in this window is the reported NextEra Energy (NEE) acquisition of Dominion Energy (D) in a mostly stock deal valued at ~$76/share or ~$66 billion, driven by surging AI and data center power demand. This is corroborated by multiple sources (Bloomberg, Investing.com, social media) and represents the largest power deal on record, with direct implications for NEE, D, and the broader utility and AI infrastructure sectors. Separately, the Iran crisis continues to escalate: Saudi Arabia intercepted drones from Iraq, oil prices rose >1% after a drone attack on a UAE nuclear plant, and Trump threatened invasion of Iran on Truth Social. The UAE condemned the drone strike as a dangerous escalation. These developments reinforce the bullish oil narrative (XOM, CVX) and bearish risk sentiment (SPY, QQQ). The Ebola outbreak in Congo now involves Americans with potential symptoms, adding a new health risk factor. The Arm Holdings FTC antitrust probe (reported by Bloomberg, Seeking Alpha) is a carry-forward high-significance negative for ARM. The Lululemon oversold condition and Israel economic contraction are noted but lack new data points. The NextEra-Dominion deal is the most actionable signal for US equities in the next 1-8 hours.