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The report says a retreat in the AI trade could prompt foreign investors to pull back from US equities, while the yen and Swiss franc attract safe-haven demand. A broader AI correction could also weaken the dollar’s yield advantage if the Federal Reserve cuts rates.
A Reuters report says record foreign inflows into US equities and safe-haven demand for the yen and Swiss franc may affect the dollar if the AI trade reverses.
Research Frontiers said its principal SPD film manufacturer, Gauzy, underwent a financial restructuring that disrupted supply. Management described contingency plans for securing film supply and said customers and licensees remained supportive.