$BTC — AI, Chips and Grid Funding Lift Tech, Industrials and Utilities as Energy, Real Estate and Crypto Face Pressure

$BTC — A day of concentrated capex announcements, policy moves and regulatory noise left tech, industrials and utilities on the front foot while energy, real estate and crypto wrestled with idiosyncratic and geopolitical risk. Cross‑cutting themes: AI-driven capex, supply‑chain shifts, and policy/regulatory friction.