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JPMorgan Private Bank expects near-term AI volatility during an infrastructure digestion phase. Strategist Sitara Sundar noted that hyperscaler capex remains resilient despite high interest rates, th…
Semiconductor ETF SOXX flashes technical warning signals at a narrowing wedge apex. Growing scrutiny over massive AI capex returns, sluggish non-AI chip demand, and custom ASIC development pose downs…
US stock futures traded mixed on Wednesday as Wall Street braced for key inflation data and Nvidia's high-stakes earnings release after the close. Dow futures hovered near break-even, while S&P 500 a…
Salesforce faces mounting uncertainty ahead of its Q2 earnings report as Wall Street scrutinizes enterprise software resilience. Investors worry emerging AI agents will disrupt traditional software m…