PremiumToday's Chart of The Day from Deutsche Bank is a downer... highlighting a selection of drawdowns from 52-week highs across global tech sectors and tech-sensitive indices.As Deutsche's Jim Reid points out, the Hang Seng Tech Index peaked in October alongside the S&P Software Index, but the others all reached their highs at various points within the last seven weeks.
Challenging The Economics Underpinning The Current US-Led AI Stack
...successive Chinese releases are eroding the scarcity premium embedded in proprietary models and accelerating a shift towards commoditisation, tighter margins and faster global diffusion as open-weight systems lower barriers to entry.
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