Morning Call Sheet: AI boom accelerates as leverage risks build

Welcome back. It is time for your call sheet where we look at the topics driving the trading day ahead. Crew members today, Jeff Kilberg of KKM Financial.He's also a CNBC contributor. Marco Papich of BCA Research and Bill Lee of Global Economic Advisors. Great to have you all here.Jeff, I'm actually going to kick this one off with you. When I look at the core results yesterday, when I think about the Nvidia, you know, half a trillion dollar financing deal, CME getting ready to stand up compute contracts, an ...