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A new AI release rattled software stocks and wiped billions off company values. Walmart’s trillion‑dollar milestone, and the signs the global economy may be heating up again.

Today’s recommended read: Warning from 'Down Under' may unsettle the Fed by Mike Dolan

Subscribe to Mike Dolan's Morning Bid newsletter, and check out his columns on Reuters Open Interest

Produced by Eliza Davis Beard, Ethan Plotkin, and Abisoye Adelusi

Sound engineering and music by Sebastian and Josh Sommer

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