WS #10430

Multiple high-signal developments emerged in this window. First, a major data breach at Tata Electronics has leaked purported trade secret files from Apple and Tesla, with Apple investigating its exposure. This is a cybersecurity event with direct implications for AAPL and TSLA supply chain security. Second, the UK political landscape shifted sharply: Keir Starmer resigned as Prime Minister, with Andy Burnham projected to succeed him. This introduces near-term uncertainty for UK assets (gilts, sterling) but is unlikely to directly move US equities. Third, the QatarEnergy explosion at Ras Laffan was confirmed as an accident with no impact on LNG exports or port operations, countering earlier bearish energy thesis. Fourth, cloud stocks (GOOGL, AMZN, MSFT) are leading a tech selloff, with GOOGL down 5.1% on J.P. Morgan pushing back against in-house chip rumors that threatened AVGO. This is a MAG7 carve-out: the selloff is driven by a specific GOOGL catalyst, not a broad macro shift. Fifth, SpaceX signed a $6.3B computing power deal with Reflection AI, reinforcing the Colossus infrastructure monetization narrative and supporting NVDA demand. Finally, former Fed Chair Alan Greenspan died at age 100, a notable historical figure but unlikely to move markets. The dominant theme is tech sector rotation with a cybersecurity risk overlay.