Nvidia’s Solo Run Reveals AI Spending Doubts

Big Tech is paying the bills for AI—investors want proof the returns are real.
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The Impending Populist Revolt Against AI Could Rescue Markets
Nvidia Stands Alone as AI Spending Skepticism Grips Wall Street
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State of the Union Speech Arrives as Economic Anxiety Reshapes Political Landscape

Tonight's State of the Union address lands at a precarious moment for both the administration and financial markets. The political shift we're seeing carries real consequences for investors, and the timing couldn't be more significant. Governor Abigail Spanberger's commanding victory in Virginia on an affordability-focused platform signals something deeper than typical midterm dynamics,it reflects genuine economic anxiety among voters that markets can't afford to ignore. The economic narrative has shifted dramatically.

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"We are moving from a world where computing power was scarce to a place where it is almost infinite." — Satya Nadella

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