1. Bank of England warns of risk of AI market correction; gold hits new $4000 an ounce record – as it happened  The Guardian
  2. AI Isn’t the Dot-Com Bubble, but That Won’t Stop It From Ending Badly  Barron’s
  3. 75% of gains, 80% of profits, 90% of capex—AI’s grip on the S&P is total and Morgan Stanley’s top analyst is ‘very concerned’  Fortune
  4. This central bank says what the Federal Reserve won’t  Axios
  5. Zacks Investment Ideas feature highlights: Nvidia, Vertiv, Arista Networks and Oklo  Yahoo Finance