AI, gold, and BTC ($110k) show mini-manias, not an 'everything bubble'. Valuations strong, unlike dot-com.
US gov shutdown shaves 0.1-0.2% off Q4 GDP weekly. Consumer spending hit, contractors risk cash flow. Markets shrug for now.
Eurozone PMI hits 52.2, fastest growth since mid-2023! Services lead, manufacturing nears 50. Input costs ease, output prices rise. Germany strong, France contracts.
US gov shutdown shaves 0.1-0.2% off Q4 GDP weekly. Consumer spending hit, contractors risk cash flow. Markets shrug for now.
Big money cuts stock exposure amid rally fears; retail buys calls. Earnings beat 85% of estimates. Watch for a year-end chase.
AI miners CIFR & IREN jump 7%, BITF up 12% on record $38B AI infra financing. ORCL's $500B AI bet fuels rally.
US gov shutdown shaves 0.1-0.2% off Q4 GDP weekly. Consumer spending hit, contractors risk cash flow. Markets shrug for now.
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