Good morning everyone 🩷 As usual, here’s my U.S. update: Investors are awaiting inflation data and AI signals. U.S. stock futures remained largely stable on Tuesday. The focus is on the October CPI report, with both overall and core inflation expected to decline, supported by more stable energy prices. Following Monday’s strong rebound, the Dow Jones closed up +2.15%, the S&P 500 up +2.35%, and the Nasdaq up +2.74%. Semiconductor stocks, in particular, recovered from last week’s losses. Additional attention is being paid to CoreWeave’s quarterly earnings, which could provide further insights into the AI sector’s development. ⚠️ Nvidia, however, came under pressure, dropping more than 4%. Reports of potential political and regulatory consequences, along with stricter export restrictions on AI chips, have added to market uncertainty.
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