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Tech Stocks Rebound: Trust The Bounce? | MRKT Call

MRKT Matrix

CHAPTER

AI Trends in Q4 Earnings Calls

This chapter examines the surge in AI mentions during Q4 earnings calls among S&P 500 companies, signaling a potential shift in market dynamics and valuations. It also discusses the broader implications for various industries, particularly healthcare, while addressing concerns over overvaluation and infrastructure investments by major tech players.

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