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   <title>Nasdaq reaches new peaks after five consecutive sessions of gains</title>
   <link>http://www.streetinsider.com/AI/Nasdaq+reaches+new+peaks+after+five+consecutive+sessions+of+gains/27093239.html</link>
   <description>&lt;p&gt;Investing.com -- The Nasdaq achieved new record highs following five straight sessions of increases, according to Citi.&lt;/p&gt;&lt;p&gt;The investment bank noted that elevated interest rates are expected to slow the non-AI segments of the economy while having minimal impact on AI-related investment, provided equity valuations stay high.&lt;/p&gt;&lt;p&gt;Citi stated that enthusiasm for AI delivers dual benefits to the US economy. Investment spending on AI-related projects supports economic growth, while rising equity wealth strengthens consumer spending.&lt;/p&gt;&lt;p&gt;The bank added that moderately higher borrowing rates are not likely to significantly reduce demand for AI infrastructure investment. A decline in equity prices, however, would result in</description>
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   <pubDate>Wed, 23 Sep 2026 07:05:03 -0400</pubDate>
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   <title>Nasdaq reaches new peaks after five consecutive sessions of gains</title>
   <link>http://www.streetinsider.com/AI/Nasdaq+reaches+new+peaks+after+five+consecutive+sessions+of+gains/27093239.html</link>
   <description>&lt;p&gt;Investing.com -- The Nasdaq achieved new record highs following five straight sessions of increases, according to Citi.&lt;/p&gt;&lt;p&gt;The investment bank noted that elevated interest rates are expected to slow the non-AI segments of the economy while having minimal impact on AI-related investment, provided equity valuations stay high.&lt;/p&gt;&lt;p&gt;Citi stated that enthusiasm for AI delivers dual benefits to the US economy. Investment spending on AI-related projects supports economic growth, while rising equity wealth strengthens consumer spending.&lt;/p&gt;&lt;p&gt;The bank added that moderately higher borrowing rates are not likely to significantly reduce demand for AI infrastructure investment. A decline in equity prices, however, would result in</description>
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   <pubDate>Wed, 23 Sep 2026 07:05:03 -0400</pubDate>
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   <title>Nasdaq reaches new peaks after five consecutive sessions of gains</title>
   <link>http://www.streetinsider.com/AI/Nasdaq+reaches+new+peaks+after+five+consecutive+sessions+of+gains/27093239.html</link>
   <description>&lt;p&gt;Investing.com -- The Nasdaq achieved new record highs following five straight sessions of increases, according to Citi.&lt;/p&gt;&lt;p&gt;The investment bank noted that elevated interest rates are expected to slow the non-AI segments of the economy while having minimal impact on AI-related investment, provided equity valuations stay high.&lt;/p&gt;&lt;p&gt;Citi stated that enthusiasm for AI delivers dual benefits to the US economy. Investment spending on AI-related projects supports economic growth, while rising equity wealth strengthens consumer spending.&lt;/p&gt;&lt;p&gt;The bank added that moderately higher borrowing rates are not likely to significantly reduce demand for AI infrastructure investment. A decline in equity prices, however, would result in</description>
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   <pubDate>Wed, 23 Sep 2026 07:05:03 -0400</pubDate>
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   <title>Nasdaq reaches new peaks after five consecutive sessions of gains</title>
   <link>http://www.streetinsider.com/General+News/Nasdaq+reaches+new+peaks+after+five+consecutive+sessions+of+gains/27093239.html</link>
   <description>&lt;p&gt;Investing.com -- The Nasdaq achieved new record highs following five straight sessions of increases, according to Citi.&lt;/p&gt;&lt;p&gt;The investment bank noted that elevated interest rates are expected to slow the non-AI segments of the economy while having minimal impact on AI-related investment, provided equity valuations stay high.&lt;/p&gt;&lt;p&gt;Citi stated that enthusiasm for AI delivers dual benefits to the US economy. Investment spending on AI-related projects supports economic growth, while rising equity wealth strengthens consumer spending.&lt;/p&gt;&lt;p&gt;The bank added that moderately higher borrowing rates are not likely to significantly reduce demand for AI infrastructure investment. A decline in equity prices, however, would result in</description>
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   <pubDate>Wed, 23 Sep 2026 07:05:03 -0400</pubDate>
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   <title>Nasdaq reaches new peaks after five consecutive sessions of gains</title>
   <link>http://www.streetinsider.com/General+News/Nasdaq+reaches+new+peaks+after+five+consecutive+sessions+of+gains/27093239.html</link>
   <description>&lt;p&gt;Investing.com -- The Nasdaq achieved new record highs following five straight sessions of increases, according to Citi.&lt;/p&gt;&lt;p&gt;The investment bank noted that elevated interest rates are expected to slow the non-AI segments of the economy while having minimal impact on AI-related investment, provided equity valuations stay high.&lt;/p&gt;&lt;p&gt;Citi stated that enthusiasm for AI delivers dual benefits to the US economy. Investment spending on AI-related projects supports economic growth, while rising equity wealth strengthens consumer spending.&lt;/p&gt;&lt;p&gt;The bank added that moderately higher borrowing rates are not likely to significantly reduce demand for AI infrastructure investment. A decline in equity prices, however, would result in</description>
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   <pubDate>Wed, 23 Sep 2026 07:05:03 -0400</pubDate>
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   <title>Nasdaq reaches new peaks after five consecutive sessions of gains</title>
   <link>http://www.streetinsider.com/General+News/Nasdaq+reaches+new+peaks+after+five+consecutive+sessions+of+gains/27093239.html</link>
   <description>&lt;p&gt;Investing.com -- The Nasdaq achieved new record highs following five straight sessions of increases, according to Citi.&lt;/p&gt;&lt;p&gt;The investment bank noted that elevated interest rates are expected to slow the non-AI segments of the economy while having minimal impact on AI-related investment, provided equity valuations stay high.&lt;/p&gt;&lt;p&gt;Citi stated that enthusiasm for AI delivers dual benefits to the US economy. Investment spending on AI-related projects supports economic growth, while rising equity wealth strengthens consumer spending.&lt;/p&gt;&lt;p&gt;The bank added that moderately higher borrowing rates are not likely to significantly reduce demand for AI infrastructure investment. A decline in equity prices, however, would result in</description>
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   <pubDate>Wed, 23 Sep 2026 07:05:03 -0400</pubDate>
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   <title>Citi sees midterm elections as non-event for S&amp;P 500 fundamentals</title>
   <link>http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</link>
   <description>&lt;p&gt;Investing.com -- Citi analysts said they view the upcoming midterm elections as largely a non-event for S&amp;P 500 fundamentals across likely outcomes, with sector-level impacts more probable than broad market effects.&lt;/p&gt;&lt;p&gt;Prediction markets and polls point to a House flip toward Democrats, with the Senate remaining a toss-up. The bank said market response should be minimal as this outcome may already be priced in. The firm noted it would not be surprised by a Democratic sweep.&lt;/p&gt;&lt;p&gt;President Trump's net approval sits below his first-term pace and trails levels seen during Obama's 2014 and Bush's 2006 midterms, both of which saw chambers flip.</description>
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   <pubDate>Wed, 23 Sep 2026 06:18:24 -0400</pubDate>
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   <title>Citi sees midterm elections as non-event for S&amp;P 500 fundamentals</title>
   <link>http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</link>
   <description>&lt;p&gt;Investing.com -- Citi analysts said they view the upcoming midterm elections as largely a non-event for S&amp;P 500 fundamentals across likely outcomes, with sector-level impacts more probable than broad market effects.&lt;/p&gt;&lt;p&gt;Prediction markets and polls point to a House flip toward Democrats, with the Senate remaining a toss-up. The bank said market response should be minimal as this outcome may already be priced in. The firm noted it would not be surprised by a Democratic sweep.&lt;/p&gt;&lt;p&gt;President Trump's net approval sits below his first-term pace and trails levels seen during Obama's 2014 and Bush's 2006 midterms, both of which saw chambers flip.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</guid>
   <pubDate>Wed, 23 Sep 2026 06:18:24 -0400</pubDate>
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   <title>Citi sees midterm elections as non-event for S&amp;P 500 fundamentals</title>
   <link>http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</link>
   <description>&lt;p&gt;Investing.com -- Citi analysts said they view the upcoming midterm elections as largely a non-event for S&amp;P 500 fundamentals across likely outcomes, with sector-level impacts more probable than broad market effects.&lt;/p&gt;&lt;p&gt;Prediction markets and polls point to a House flip toward Democrats, with the Senate remaining a toss-up. The bank said market response should be minimal as this outcome may already be priced in. The firm noted it would not be surprised by a Democratic sweep.&lt;/p&gt;&lt;p&gt;President Trump's net approval sits below his first-term pace and trails levels seen during Obama's 2014 and Bush's 2006 midterms, both of which saw chambers flip.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</guid>
   <pubDate>Wed, 23 Sep 2026 06:18:24 -0400</pubDate>
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   <title>Citi sees midterm elections as non-event for S&amp;P 500 fundamentals</title>
   <link>http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</link>
   <description>&lt;p&gt;Investing.com -- Citi analysts said they view the upcoming midterm elections as largely a non-event for S&amp;P 500 fundamentals across likely outcomes, with sector-level impacts more probable than broad market effects.&lt;/p&gt;&lt;p&gt;Prediction markets and polls point to a House flip toward Democrats, with the Senate remaining a toss-up. The bank said market response should be minimal as this outcome may already be priced in. The firm noted it would not be surprised by a Democratic sweep.&lt;/p&gt;&lt;p&gt;President Trump's net approval sits below his first-term pace and trails levels seen during Obama's 2014 and Bush's 2006 midterms, both of which saw chambers flip.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</guid>
   <pubDate>Wed, 23 Sep 2026 06:18:24 -0400</pubDate>
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   <title>Citi sees midterm elections as non-event for S&amp;P 500 fundamentals</title>
   <link>http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</link>
   <description>&lt;p&gt;Investing.com -- Citi analysts said they view the upcoming midterm elections as largely a non-event for S&amp;P 500 fundamentals across likely outcomes, with sector-level impacts more probable than broad market effects.&lt;/p&gt;&lt;p&gt;Prediction markets and polls point to a House flip toward Democrats, with the Senate remaining a toss-up. The bank said market response should be minimal as this outcome may already be priced in. The firm noted it would not be surprised by a Democratic sweep.&lt;/p&gt;&lt;p&gt;President Trump's net approval sits below his first-term pace and trails levels seen during Obama's 2014 and Bush's 2006 midterms, both of which saw chambers flip.</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/Citi+sees+midterm+elections+as+non-event+for+S%26P+500+fundamentals/27093006.html</guid>
   <pubDate>Wed, 23 Sep 2026 06:18:24 -0400</pubDate>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</guid>
   <pubDate>Thu, 17 Sep 2026 12:33:54 -0400</pubDate>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</guid>
   <pubDate>Thu, 17 Sep 2026 12:33:54 -0400</pubDate>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
   <guid isPermaLink="true">http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</guid>
   <pubDate>Thu, 17 Sep 2026 12:33:54 -0400</pubDate>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
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   <pubDate>Thu, 17 Sep 2026 12:33:54 -0400</pubDate>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
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   <pubDate>Thu, 17 Sep 2026 12:33:54 -0400</pubDate>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
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   <title>QQQ crosses 50-day average for 13th time since early August</title>
   <link>http://www.streetinsider.com/General+News/QQQ+crosses+50-day+average+for+13th+time+since+early+August/27074855.html</link>
   <description>&lt;p&gt;Investing.com -- The Invesco QQQ Trust has crossed above or below its 50-day moving average 13 times since August 4, according to BTIG. The exchange-traded fund remains within the trading range established on that date over 31 trading days.&lt;/p&gt;&lt;p&gt;When QQQ starts below its 20 and 50-day moving averages but above its 200-day moving average, then opens the next day above its 20 and 50-day moving averages as it did Thursday, it has historically gained a median of 1.13% over the following five days with positive results 73% of the time. The pattern turns negative over 30 to 40 days with</description>
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   <title>AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says</title>
   <link>http://www.streetinsider.com/General+News/AI+chip+sell-off+overblown%3A+Zero+GPU+slowdown+after+Anthropic+essay%2C+analyst+says/27061173.html</link>
   <description>&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Investing.com -- The AI semiconductor sell-off triggered by Anthropic CEO Dario Amodei’s essay on slowing AI capability development is a misreading of his actual message, with zero supply-chain evidence of any hardware pullback, according to Lynx Equities Strategies analyst KC Rajkumar.&lt;/p&gt;&lt;p&gt;&lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;NVIDIA&lt;/span&gt;&lt;/span&gt; (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.&lt;/p&gt;&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Rajkumar, who published a note titled ’AI</description>
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   <title>AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says</title>
   <link>http://www.streetinsider.com/General+News/AI+chip+sell-off+overblown%3A+Zero+GPU+slowdown+after+Anthropic+essay%2C+analyst+says/27061173.html</link>
   <description>&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Investing.com -- The AI semiconductor sell-off triggered by Anthropic CEO Dario Amodei’s essay on slowing AI capability development is a misreading of his actual message, with zero supply-chain evidence of any hardware pullback, according to Lynx Equities Strategies analyst KC Rajkumar.&lt;/p&gt;&lt;p&gt;&lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;NVIDIA&lt;/span&gt;&lt;/span&gt; (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.&lt;/p&gt;&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Rajkumar, who published a note titled ’AI</description>
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   <title>AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says</title>
   <link>http://www.streetinsider.com/General+News/AI+chip+sell-off+overblown%3A+Zero+GPU+slowdown+after+Anthropic+essay%2C+analyst+says/27061173.html</link>
   <description>&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Investing.com -- The AI semiconductor sell-off triggered by Anthropic CEO Dario Amodei’s essay on slowing AI capability development is a misreading of his actual message, with zero supply-chain evidence of any hardware pullback, according to Lynx Equities Strategies analyst KC Rajkumar.&lt;/p&gt;&lt;p&gt;&lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;NVIDIA&lt;/span&gt;&lt;/span&gt; (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.&lt;/p&gt;&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Rajkumar, who published a note titled ’AI</description>
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   <title>AI chip sell-off overblown: Zero GPU slowdown after Anthropic essay, analyst says</title>
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   <description>&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Investing.com -- The AI semiconductor sell-off triggered by Anthropic CEO Dario Amodei’s essay on slowing AI capability development is a misreading of his actual message, with zero supply-chain evidence of any hardware pullback, according to Lynx Equities Strategies analyst KC Rajkumar.&lt;/p&gt;&lt;p&gt;&lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;NVIDIA&lt;/span&gt;&lt;/span&gt; (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.&lt;/p&gt;&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Rajkumar, who published a note titled ’AI</description>
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   <description>&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Investing.com -- The AI semiconductor sell-off triggered by Anthropic CEO Dario Amodei’s essay on slowing AI capability development is a misreading of his actual message, with zero supply-chain evidence of any hardware pullback, according to Lynx Equities Strategies analyst KC Rajkumar.&lt;/p&gt;&lt;p&gt;&lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;NVIDIA&lt;/span&gt;&lt;/span&gt; (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.&lt;/p&gt;&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Rajkumar, who published a note titled ’AI</description>
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   <description>&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Investing.com -- The AI semiconductor sell-off triggered by Anthropic CEO Dario Amodei’s essay on slowing AI capability development is a misreading of his actual message, with zero supply-chain evidence of any hardware pullback, according to Lynx Equities Strategies analyst KC Rajkumar.&lt;/p&gt;&lt;p&gt;&lt;span itemscope=&quot;&quot; itemtype=&quot;http://schema.org/Corporation&quot;&gt;&lt;span itemprop=&quot;name&quot;&gt;NVIDIA&lt;/span&gt;&lt;/span&gt; (NASDAQ: NVDA), the dominant supplier of AI training GPUs and the most direct equity expression of AI infrastructure buildout, sits at the center of the debate, as investors weigh whether Amodei’s public call for measured AI development signals a coming reduction in compute demand.&lt;/p&gt;&lt;p data-pm-slice=&quot;1 1 []&quot;&gt;Rajkumar, who published a note titled ’AI</description>
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