Bitcoin exchange balances hit all-time low
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Is cutting AI spending more beneficial? Bank of America gives a counterintuitive judgment: although “unpopular,” it may extend the economic cycle, and chip stocks could enjoy a longer profit runway.
Bank of America: Chip companies cutting capital expenditures may be “unpopular,” but it could extend the earnings cycle.
How will US stocks move after the midterm elections? Wolfe warns of a "wall of worry" about AI, while Morgan Stanley says the correction is nearing its end.
The "wall of worry" surrounding AI stands in the way, with Nvidia’s earnings report and oil prices becoming key variables.
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