WS #9330

The data dump is dominated by routine SEC filings, sports betting on Polymarket, and social media noise. However, several actionable signals emerge. First, Corning (GLW) announced another multibillion-dollar AI deal with Amazon (AMZN), adding to prior partnerships with Meta and Nvidia, reinforcing the AI infrastructure buildout theme. Second, Applied Digital (APLD) signed another AI data center lease, causing its shares to surge after-hours. Third, Gilead (GILD) and Merck (MRK) reported positive Phase 3 results for their once-weekly oral HIV regimen, while simultaneously discontinuing a Phase 3 trial for a Trodelvy-Keytruda combo in NSCLC due to failure. Fourth, Trump formally nominated Todd Blanche as Attorney General, a political development that could affect regulatory sentiment. Fifth, the Peru presidential runoff remains extremely close, with Sánchez leading Fujimori by a razor-thin margin, creating policy uncertainty. Sixth, Meta (META) is suing NSO Group for violating a spyware injunction, a legal escalation. Seventh, Apple's (AAPL) WWDC keynote was seen as underwhelming on Siri AI, with shares falling under pressure. The prevailing macro narrative of AI infrastructure investment is escalating, while the Peru election and Trump AG nomination add political risk. The bond market remains elevated (10yr at 4.56%) ahead of CPI data, a key macro test.