WS #9035

The data dump is dominated by noise: Polymarket sports bets, routine SEC filings, and political commentary. The only actionable market signals are: (1) Broadcom (AVGO) CEO Tan speaking on AI at a Bloomberg event, confirming the AI-chip narrative from the prior session—this is bearish for semis given the recent AVGO selloff. (2) House passes Ukraine aid bill with new Russia sanctions, a positive for defense stocks (LMT, NOC, GD) and a negative for Russian-exposed names. (3) S&P Global reaffirms index entry rules, blocking early SpaceX inclusion—negative for SpaceX private valuation but no direct public ticker impact. (4) Japan's foreign reserves drop largest on record since 2000, a bearish signal for JPY and Japanese equities. (5) Salesforce (CRM) prepays $25B accelerated share repurchase, a bullish signal for CRM. (6) Dollar Tree (DLTR) completes Family Dollar sale, a positive for DLTR. (7) Rubrik signals FY2027 subscription ARR of $1.854B-$1.862B, raising outlook—bullish for RBRK. (8) Silver Lake sells DELL shares (~$72M), a bearish signal for DELL. (9) US stock futures fall as tech remains skittish ahead of nonfarm payrolls—bearish for tech (QQQ, NVDA, AVGO). (10) Iran war live: Hezbollah rejects truce as Israel continues Lebanon strikes—bearish for oil (XOM, CVX) and defense (LMT, NOC). The dominant theme is the AVGO-driven semiconductor selloff, which is escalating from the prior session, with cross-source corroboration from Bloomberg and NYT.