$MSFT $BA — Regulatory Scrutiny, Big Flows and AI Push: Markets React to Boeing Probe, Microsoft Proxy and a Hot Semiconductor ETF

$BA $MSFT — Regulators descend on Boeing (BA) ahead of an Air India crash report, Microsoft (MSFT) files a proxy that could spark governance debate, and the newly launched Corgi Lithography ETF (EUV) tops $150M in under two weeks — a day of regulatory headlines, institutional moves and targeted sector flows. Multiple briefs today point to accelerating AI adoption in enterprise sales and search, renewed grid- and energy-related capex, and pockets of investor concentration.