Fresh Record Highs As Earnings Season Continues

S&P 500 hits record to start the week, traders look to key earnings (CNBC)

CEOs and Analysts Are at Odds About S&P 500’s Earnings Outlook (Bloomberg)

Markets and the Fed Have Become Dangerously Data Dependent (WSJ)

Morgan Stanley sees stabilizing economy boosting cyclical stocks, names its favorites (CNBC)

Economists Say Inflation, Deficits Will Be Higher Under Trump Than Harris (WSJ)

Google inks deal with nuclear company as data center power demand surges (CNBC)

Data centers are suddenly everywhere — but some say "no thanks" (Axios)

Tesla’s Optimus Robots Were Remotely Operated at Cybercab Event (Bloomberg)

Taiwan condemns Chinese military drills around island as ‘unreasonable provocation’ (CNN)