$BTC — Policy, AI and Energy Capex Drive a Patchwork Rally — Communications, Materials and Energy Lead While Credit and Crypto Cast Shadows

$BTC — Today’s tape was defined by deal flow, policy wins and big capital bets: communications and media rallied on content and M&A chatter, materials and energy were buoyed by exploration and renewables progress, while credit anxiety and crypto security headlines kept risk appetite in check. Investors should favor selective growth and commodity exposure, hedge credit and regulatory risk, and watch a tight upcoming catalyst calendar.