The S&P 500 is climbing for its fourth consecutive session and on pace for its first record close since mid-August. CrowdStrike hit a fresh all-time high as CEO George Kurtz highlighted the company’s expansion from cybersecurity into AI safety. GE Vernova surged more than 5% and is tracking to close above $1,000 for the first time since mid-August, likely in response to Alphabet’s nuclear power deal with Constellation Energy. The immense power demands of AI development are the key driver behind these movements.
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