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Market Impact: 0.35
’Brutal session’ for chip stocks shows AI trade is turning
Source: The Globe and Mail
Artificial IntelligenceInterest Rates & YieldsInvestor Sentiment & PositioningMarket Technicals & Flows
AI supplier shares sold off on Tuesday, described as the strongest sign yet that sentiment toward the AI trade may be shifting. Investors are increasingly concerned that rising interest rates could undermine a spending spree the article compares with America’s historic railroad boom.
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