Markets rebounded sharply, led by a resurgence in the AI trade following major earnings reports. The Nasdaq posted its best day in over a month, fueled by a 15% jump in Microsoft shares and record AWS cloud growth from Amazon, which projected $200 billion in 2026 capital expenditures to meet AI infrastructure demand. The sector saw divergent performance, however, with Meta shares falling 8% on revenue misses. In policy and sovereignty, the U.S. intelligence community officially validated claims of Chinese interference in American elections targeting voter registration data, while the White House announced new export restrictions on critical minerals scrap. Elsewhere, thousands of migrants breached the border at the Spanish enclave of Ceuta, and Democrat Mandela Barnes suspended his Wisconsin gubernatorial campaign.