PremiumAfter large gains in the US yesterday, Asia was stronger across AI, semis and hardware overnight.Japan and Korea outperformed as memory and infrastructure names extended gains, while China saw a rebound in optical, data center and AI-linked stocks.Oil
From Scarcity To Abundance: Goldman's 1-Delta Desk Says 'Focus On The Market Price Of Compute'
Higher hyperscaler capex forecasts sit somewhat awkwardly alongside falling token costs, open source models and local inference...
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