Markets surged 1,000 points, driven by tech earnings momentum as SpaceX, Dell, Arm, and AMD saw significant gains. This optimism belies structural supply chain pressures, evidenced by PC makers adopting memory chips from China’s CXMT to bypass global shortages. In the corporate sector, Chipotle shares fell as it addressed a salmonella outbreak across 15 states, while the tech industry faced fresh privacy scrutiny via an EFF report on mobile ad software. Geopolitically, Qatar’s mediation efforts toward a U.S.-Iran resolution provide a rare optimistic signal, contrasting with the failure of Ukraine’s 40-day drone and influence campaign and the persistent humanitarian crisis in Ceuta. Meanwhile, cryptocurrency holders face increasing physical risk, with home-invasion 'wrench attacks' surging in the first half of 2026.