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What Nvidia's Stock Says About the State of AI

The AI Daily Brief (Formerly The AI Breakdown): Artificial Intelligence News and Analysis

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The Impact of Economic Cycles on AI Enthusiasm

This chapter explores the relationship between Wall Street's view of AI and the economic landscape, especially regarding interest rate trends. It discusses the initial surge of AI optimism triggered by the launch of ChatGPT amid rising interest rates, and predicts a shift in investor sentiment as the market moves towards rate cuts.

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