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Nvidia Earnings Expectations and Apple Vision Pro U-Turn

Bloomberg Tech

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AI Investments, Market Trends, and Shifting Dynamics

The chapter explores disruption in the hacker group and an investigation into TikTok, along with SoftBank's investment activities and potential chip venture with Saudi Arabia. It discusses market trends like AI advancements, macro data focus, and the importance of diversification in investing within the AI sector. Additionally, the chapter covers shifting dynamics between equities and bonds, cautioning about yield volatility and unexpected market movements.

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