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• There was a slug of AI earnings after the bell including results from Salesforce (CRM), Crowdstrike (CRWD), and Nvidia (NVDA).
• Q2 corporate profit estimates as a percentage of GDI soared to 14.9%, far above any prior period in modern economic history.
• The inventory to sales ratio of nondefense capital goods excluding aircraft are falling sharply, as inventories cover less than 3 months of sales.

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