Leaks about strong IPO demand could be a bearish sign. (0:15) Citi opens catalyst watch on Microsoft (MSFT). (3:02) Meta (META) already aiming for more powerful AI model. (3:44)

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Show Notes
Instacart aims for $7.8B valuation in IPO
Copper bounces from three-week low as Chinese currency gains vs. dollar
Qualcomm pops as Apple extends chip supply agreement until 2026
Barclays warns that a global slowdown is on the horizon