AI infrastructure stocks pull back

Tech continues to be a major geopolitical stumbling block, this time with the UK. Are we currently in the midst of the second mini-tech recession of the year? If Ford can pivot from EV’s to servicing datacenters, maybe you can too. And the civil war lining up in Hollywood, over AI.

• U.S.-U.K. Trade Deal Hits Stumbling Block (NYTimes)
• AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide (CNBC)
• CoreWeave’s Staggering Fall From Market Grace Highlights AI Bubble Fears (WSJ)
• Ford is starting a battery storage business to power data centers and the grid (TechCrunch)
• AI has the entertainment industry torn between keeping up and keeping talent happy. (BloombergBusinessweek)

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