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Key Highlights
The artificial intelligence boom is creating winners in unexpected places.
Investing in Oklo requires a particular temperament. This is not a stock for those who demand quarterlyRevenuebeats, rising margins or near-term catalysts of the conventional variety. What it offers instead is something rarer and, in the right hands, far more valuable: exposure to a …
Key Highlights
The rally in ServiceNow this week was about more than a product conference. Investors interpreted the company’s latest artificial intelligence announcements as evidence that one of enterprise software’s most established players may now be positioning itself at the centre of the next phase of …
A Market Without a Price Mechanism
The sharp decline in shares of IREN Limited on Monday underscored an increasingly uncomfortable reality confronting growth-oriented infrastructure plays: even strong operational narratives can struggle to withstand a deteriorating macro backdrop.
Key Highlights
Key Highlights
Brent Crudehas crossed the $107-per-barrel threshold, a level that amplifies cost pressures across the economy and stokes consumer anxiety in ways that tend to bite hardest at high-valuation growth names. Tesla, which spent several weeks riding a powerful tailwind of optimism around artificial intelligence …
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