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00:00 - Everyone's looking at Nvidia's earnings (FT, CNBC, WSJ)
01:36 - AI valuation party continues... (FT, CNBC)
02:53 - AI race and Trump's green light to nuclear reactor restart (FOX Business, BBC)
04:03 - UK inflation v.s. Spain's political collisions (FT, BBC)
05:00 - FED's challenge while mortgage market is dying (The Economist, FT)

November, 2025
Chris Peterson
kristaps@petersoon.com

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