The recap reports the U.S. 10-year Treasury yield touched 5.11%, its highest level since 2007, after stronger-than-expected PMI data. META, MSFT, MCD, SMCI, and AMZN announced product, investment, or operating plans; CRWV was praised for technical operations, NBIS for overall execution, and IREN criticized for site reliability. The most-traded options included TSLA, NVDA, META, AAPL, MU, AMZN, GOOGL, MSFT, INTC, and SPCX.