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" Throw your soldiers into positions whence there is no escape, and they will prefer death to flight. If they will face death, there is nothing they may not achieve." Sun Tzu, The Art of War Textbook macroeconomics says surging benchmark yields should crush high-multiple growth stocks and chill aggressive corporate inv
The defining bottleneck of the artificial-intelligence boom is no longer the graphics processor. It is the memory that sits next to it. That is the core argument of a Monday note from Jordi Visser, head of AI macro nexus at 22V Research. Borrowing a line from KAIST professor Kim Jung-ho — the engineer often called the
Goldman Sachs warns of potential risks due to high market concentration, citing potential for significant losses. This could impact major indexes.