WS #11110

The 30-minute window is dominated by end-of-quarter noise and routine corporate filings, but several actionable signals emerge. Nike (NKE) reported Q4 Non-GAAP EPS of $0.72, beating by $0.59, though revenue declined 0.9% YoY; the beat is largely due to a one-time gain, masking underlying sales weakness. Constellation Brands (STZ) beat Q1 estimates and raised GAAP EPS guidance, a positive for consumer staples amid a value-conscious consumer backdrop. Bloom Energy (BE) and Brookfield expanded their AI infrastructure partnership to $25B, a fivefold increase from the previously announced $5B, which is bullish for BE and AI infrastructure plays. Datadog (DDOG) acquired Adaptive ML, signaling continued AI investment. EchoStar's DISH Wireless filed for Chapter 11 prepackaged restructuring, which could pressure EchoStar (SATS) and related debt. The Supreme Court upheld birthright citizenship, a negative for Trump's immigration agenda but limited direct market impact. A M6.0 earthquake struck Mexico, but no major disruption reported. The SAVE Act failed in the House, but market impact is minimal. Gold formed a death cross (GLD), a technical bearish signal. Oil prices edged lower (WTI ~$70), with geopolitical tensions in the Strait of Hormuz remaining elevated but not escalating. The dominant narrative is end-of-quarter positioning with tech rebounding, but the carry-forward signals from the prior window (EchoStar bankruptcy, Constellation earnings, Brookfield-Bloom expansion, Datadog acquisition) remain the most actionable.