WS #12760

14:52→15:21 UTC
From 482 msgs · 5 key-dev

UBS notes cheaper AI models are reshaping the AI trade but demand for computing remains strong; new ways to bet on Nvidia and SpaceX emerge.

AI trade stable with strong demand

UBS notes cheaper AI models are reshaping the AI trade but demand for computing remains strong; new ways to bet on Nvidia and SpaceX emerge.

Full world state #12760 →

US-Iran de-escalation and ceasefire talksShein IPO loss and tariff impact
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