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Navigating AI's Market Influence
This chapter examines the transformative impact of AI on market dynamics since the launch of ChatGPT, with a focus on NVIDIA's prominent position. It discusses the potential challenges for AI companies, economic policy effects on small and mid-cap stocks, and the complexities of adapting to Federal Reserve decisions. The chapter also analyzes inflation trends, 10-year treasury yields, and strategic investment considerations amidst shifting market conditions.