PremiumMarkets are bouncing after Friday’s sharp tech sell off, though Asia remains mixed as momentum in China, Japan, and Korea faces under pressure.Korea is trading flat to mixed as the market digests newly announced $650 billion "Great Leap" technology and semiconductor investment program.AI
With Retail Sentiment Soaring, Goldman's 1-Delta Desk Has A 3-Word Warning: 'Inference Cost Deflation'
"The key isn’t using less AI, but routing... the first instinct may not be to accelerate CapEx... it may be to pause and optimize."
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