Event-Driven Rally Meets Valuation Repricing: AI Demand, M&A Rumors and Regulatory Filings Drive Today's Market Moves

$EA $NVDA $ARM — A flurry of event-driven headlines — from SanDisk and Nvidia re-rating on AI demand to a $55B EA takeover rumor and a near-30% surge in Jazz Pharmaceuticals — set the tone for today’s tape. Investors are parsing operational beats, M&A speculation and a batch of 8-Ks; decisive action will hinge on verifying disclosures and weighing short-term catalysts against long-term fundamentals.