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In his July 22 “Eye on the Market” report, influential JPMorgan (JPM +0.27%) strategist Michael Cembalest writes that he is turning “cautious” on U.S. equity market technicals by looking at recent trends in the artificial intelligence (AI) trade. Cembalest notes in his research that semiconductor stocks have recently made big gains while hyperscalers have stagnated….
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en English Innovation Jul 31, 2026 Mark Esposito and Aurélie Jean To unlock AI’s full economic potential, we must steer it toward expansion. That requires replacing incentives that favor capital over labor with those that reward augmentation and investment in human capability. …
USD/CHF extends its losses for the third consecutive day, trading around 0.8060 during the Asian hours on Thursday. The pair depreciates as the US Dollar (USD) faces headwinds from declining safe-haven demand. Market sentiment shifted following reports that Iran and Oman have reached an agreement on a shipping route through the Strait of Hormuz, boosting…
Diageo shares jumped Thursday after the company unveiled a $1 billion three-year savings plan to turn around the struggling business. The world’s biggest spirits company, whose brands include Johnnie Walker scotch whisky, Smirnoff vodka, Tanqueray gin, Captain Morgan rum, Don Julio tequila and Guinness stout, said restructuring costs relating to the savings program will amount…
AI wunderkind Leopold Aschenbrenner has reportedly asked investors for an injection of fresh capital, and offered them to opportunity to buy some of its assets directly from the fund.