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Good morning — on a Nine Purple Fire day, attention concentrates while orders flow best where backlogs and capex are real. Treasury buybacks are easing long-end pressure, Brent near $94 keeps input costs firm, and container rates remain elevated. NVIDIA’s 8‑GW Ohio AI campus anchors multi‑year compute and grid demand. Expect headline‑driven swings, with pricing power and supply access separating winners.
