WS #11006

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Supreme Court delivers multiple losses to Trump on mail-in ballots, E. Jean Carroll verdict, and FTC commissioner firing, increasing regulatory uncertainty. Mag7 underperformance narrative emerges as AI spending intensifies, with Musk announcing Grok 4.5 and monthly model releases, while Piper Sandler CIO survey shows AI spending 'beyond experimental'. Large dark pool order for NVDA ($310.93M), bearish SPX put ($169.05M), and bullish QQQ call sweep indicate mixed institutional positioning.

Supreme Court Rulings Against Trump

Supreme Court delivers multiple losses to Trump on mail-in ballots, E. Jean Carroll verdict, and FTC commissioner firing, increasing regulatory uncertainty.

Mag7 underperformance narrative emerges as AI spending intensifies, with Musk announcing Grok 4.5 and monthly model releases, while Piper Sandler CIO survey shows AI spending 'beyond experimental'.

Large dark pool order for NVDA ($310.93M), bearish SPX put ($169.05M), and bullish QQQ call sweep indicate mixed institutional positioning.

Full world state #11006 →