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August 13, 2026 - AI Splits the Market: The New Risk Factor Driving Returns
Artificial intelligence is no longer simply lifting the market—it is increasingly determining which companies surge, which collapse, and where volatility appears next.
In this episode of Market Pulse, we examine how AI exposure has become a dominant risk factor across equities, creating sharp performance gaps beneath relatively calm headline indexes. Investors are no longer trading technology as one unified sector. They are separating the companies monetizing AI, the infrastructure providers supplying it, and the businesses facing margin pressure, disruption, or questionable returns on…
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