WS #9034

The data dump is dominated by noise: Polymarket sports bets, routine BoJ data releases, and political commentary. The only actionable market signals are: (1) Broadcom (AVGO) erased ~$300B in market cap after a revenue miss, with the CEO speaking at a tech summit—this confirms the AI-chip rotation narrative from the prior session and is bearish for semis. (2) Japan's FinMin Katayama made boilerplate FX intervention comments, which is a weak signal for USD/JPY but not new. (3) A Hacker News article on Iran shock accelerating energy transition is a medium-significance signal for clean energy and oil. (4) Trump using emergency powers to direct $850M to revitalize US coal industry is a positive for coal stocks. (5) SpaceX signals confidence in $135 IPO price with surging demand—positive for private market valuations. No cross-source corroboration of a single breaking event. The dominant theme is the AVGO-driven semiconductor selloff, which is escalating from the prior session.