"We are getting closer to end of the ‘AI Obsolescence’ narrative, suggesting a dip-buying opportunity within MegaCap Tech" - JPM Market Intel
Which will be passed along to renters who voted for this...
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Democrats defend demented Muslim calls to ban dogs as “unclean”...
...a hedge against those that face the 'existential threat'.
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While in the US AI has mutated from the biggest driver of stock markets into fear incarnate, Chinese investors are reading the situation very differently...
... uncovered inaccurate voter rolls, dead people casting votes, lax voter ID requirements and month-long election processes that cast doubt on election integrity.
This brutal churn is driven by three factors as perceptions of AI move beyond a magical vision of the future to practical implementation where there will be winners and losers, emerging risks and unexpected twists and turns.
When both parties fail to address something meaningful, it likely means the truth is far more horrific than we've imagined.
...growth expectations are rolling, the gamma setup is working against the market, systematic flows are no longer a tailwind, and the market is reacting very differently to AI signals than it has over the past year...
"...keep bashing us. but do not wonder why we Go BERSERK..."
The tension reflects a larger debate over how far advanced AI should go in military settings...
The bear market in longer-dated Treasuries is not over yet...
Bayer stock jumped the most in three months after the company announced a $10.5 billion settlement push to settle current and future cancer lawsuits over its Roundup weedkiller.
...first-order takeaway for markets is that weakness in software (and broader AI-related fears) have overwhelmed the 'real economy" narrative...
"In the longer term, space data centers appear an increasingly likely reality..."

The possibilities opened up by AI could arguably see white collar jobs destroyed at a scale and pace that no political economy is prepared for, let alone a stock market...
"xAI isn't the only advanced AI company working on the new Pentagon effort. OpenAI..."
"a massive Ecological Disaster unfolding in the Potomac River as a result of the Gross Mismanagement of Local Democrat Leaders..."







































