Pulse

1810 27.08, +2.7% on 266m shares, the only runner as peers faded

9988 106.40, -3.7%, 3690 75.45, -2.1%, 0700 417.80, -1.3%, broad giveback after Wednesday's rip

HSI 24314.2, -0.1%, index flat while single names diverged

SPY 771.79, +0.3%, QQQ 728.00, flat, steadied after the CPI selloff

TSLA 362.44, -1.3%, NVDA 217.23, -1.8%, megacap tech still soft

GLD 382.71, +1.8% as gold bounced to 4191.1, TLT 79.97, +1.4% on heavy 86m, haven bid intact

S&P 7744.1, +0.3%, Dow 52177.7, +1.1%, rotation over rebound

WTI 96.15, +1.1% firm near highs, copper 6.57 soft

AUD 0.6924 softer, small tailwind for unhedged offshore

Uranium tape still no bid, PDN three legs down and DYL breaking with it, patience over catching

Offshore steadied but tech leadership absent, no new risk until the tape turns