1. Executive Summary Today’s Dominant Driver: AI infrastructure sentiment remains fragile after CoreWeave’s guidance cut and SoftBank’s $NVDA exit. Tonight’s $CSCO results …
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1. Executive Summary Today’s Dominant Driver: U. Michigan Consumer Sentiment (10:00 AM ET). A surprise ≥ 55.0 = bullish pop for consumer …
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— 1. Executive Summary · Today’s Dominant Driver: All eyes on 8:30 AM CPI (Sep) first major gov’t print during the shutdown. …
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1. Executive Summary Today’s Dominant Driver: Regional Banking Crisis 2.0. ZION fraud revelations triggered systemic contagion ($KRE -6.3%, broke 200-DMA). Earnings from …