GM Visionaries… here’s where the market stands midweek: - Heavy earnings night ahead (Qualcomm, Arm, AppLovin, MercadoLibre). - Record early-voter turnout. The policy direction from here touches energy, taxes and risk appetite into year-end. - Power is still the bottleneck for the AI build-out. GE Vernova, Eaton and Vertiv all rallied yesterday. - CoreWeave brought its first Danish data centre online. What’s your focus into the weekend?
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