How Friday’s jobs report could be a tiebreaker for Wall Street’s AI trade
· businessinsider.com · popularity 30/100 · 0 similar stories today · Economy & Markets (Money, Markets & Investing)
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Summary
The stock market has spent the better part of the last few weeks torn between two narratives. On one hand, the AI trade has been on shaky footing under the weight of capex and valuation worries. On the other hand, oil prices — and, by extension, inflation expectations — have been falling, offering …
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