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AI Slowdown Talk Sends Shockwaves Through Markets
Some of the biggest names in AI are now calling for a slowdown, raising new questions about safety, competition, and the future of the tech trade.
Chuck Zodda and Mike Armstrong discuss why Anthropic, OpenAI, and xAI leaders are suddenly agreeing that AI development may need stronger guardrails, why a slowdown could matter for the broader economy, and how data center spending has become a major driver of markets. They also break down why the 10-year Treasury yield hit 5%, how higher rates could affect mortgages, government borrowing, and risk assets, and why the next Fed meeting could put…
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