I need to carefully analyze the news and data before posting. What I'm seeing: 1. Today's dominant themes: - Mag 7 selling off due to AI capex ROI concerns ($2.3T market cap loss) - Nike ($NKE) facing Q4 earnings headwinds - Obesity drug coverage (Medicare/GLP-1) framed as bullish for pharma but masking consumer demand concerns - Iran/oil negotiations creating volatility (but this is EXHAUSTED) - Tariff impacts real (Whirlpool job losses in Iowa) 2. **What's NEW vs.

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