S&P 500 +0.6% to new closing high. Nasdaq +0.5% also record. Dow +253 pts (+0.5%). Constellation Energy +12.2% on Google PPA. Seagate -9%, WDC -7% on Toshiba-TDK report. Cathie Wood bought Intellia, Recursion; sold Twist. Zebra, Amphenol broke out. 10Y yield 5.28%.

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