The S&P 500 just cleared a historic 7,800 milestone on the back of cooling inflation, but the real corporate battleground is happening in IT departments. As CEOs rush to adopt generative AI and security officers panic over data leaks, a massive new partnership between IBM and OpenAI aims to finally bridge the gap for highly regulated industries. Meanwhile, Apple is actively de-risking its hardware supply chain from Asian geopolitical tensions by bringing its AI server production to Texas. • Market Milestone: The S&P 500 clears 7,800 for the first time in history, driven by flat US wholesale inflation (PPI) and a 6-basis-point drop in the 2-year Treasury yield. • IBM & OpenAI: IBM launches a dedicated practice to embed GPT-5.6 into its legacy compliance architecture, creating a safe harbor for shadow-IT in banking and healthcare. • Apple's Texas Piv ...