AI darling Nvidia has reached a new record high, with it's market cap exceeding $5 trillion ahead of the opening bell. Despite worries of a bubble and obvious circular accounting, a recent spate of new deals, largely self-funded by Nvidia, has propelled the stock higher. Meanwhile earnings from Microsoft, Google, and Meta will provide clarity on the big tech capex that has largely driven this rally. Also the Fed happens today. It's going to be a heckuva day.

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