European routing and customs workflows were degraded after a ransomware intrusion hit NovaFreight's dispatch stack, raising spillover risk for transport and supply-chain names.

Aegis lifted next-quarter revenue guidance after securing additional hyperscaler accelerator orders, reinforcing AI compute demand resilience.

A coordinated shift in Fed commentary softened expectations for balance-sheet runoff intensity, lifting risk appetite across duration-sensitive assets.

Historical analogue: a grid-monitoring intrusion forced manual load balancing and repriced utility resilience risk over several sessions.