$BTC — Deal Flow and Capex Drive a Bifurcated Market — Data Centers, Steel and Energy Lead While Crypto and Consumer Sputter

$BTC — A wave of multi‑billion data‑center deals, record industrial results and fresh energy project approvals set the day's winners, while crypto security incidents, grocery weakness and healthcare policy noise kept pressure on risk assets. Cross‑sector themes — AI capex, grid upgrades and supply‑chain constraints — are increasingly tying tech, materials, utilities and energy together.