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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

The Compound and Friends

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Why JPMorgan Is Doubling Down on Credit Cards

What do you see happening in this market? And why do you think it's so important to JP Morgan right now? Josh asks about cards; Telis outlines Chase's scale, rewards strategy, and profitability edge.

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