Beyond hope and hype: five certainties in the AI storm
The just-published Anthropic paper by Massenkoff and McCrory is a genuinely careful, well-intentioned and much-needed piece of work. The authors build a
South Korea’s KOSPI index tumbled over 2.4% to the 4,060 level as renewed AI sector pessimism, triggered by Broadcom’s earnings and CEO comments, drove semiconductor stocks sharply lower and fueled broad-based market declines.
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KOSPI Slides Again on AI Pessimism—Falls Over 2.4% to 4,060 Level
South Korea’s KOSPI index tumbled over 2.4% to the 4,060 level as renewed AI sector pessimism, triggered by Broadcom’s earnings and CEO comments, drove semiconductor stocks sharply lower and fueled broad-based market declines.
US Research Firm Says 'AI Pessimism Is Overblown'
US research firm Alpine Macro argues that Wall Street's AI pessimism is overstated, citing robust demand and ongoing investment by major tech firms despite valuation concerns.
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