INTC +24%. NOW -17%. Same week. The market just changed how it grades AI earnings.
Three new rules the market is now using. What they mean for the $700B in hyperscaler capex guidance hitting the tape Wednesday.
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Three new rules the market is now using. What they mean for the $700B in hyperscaler capex guidance hitting the tape Wednesday.
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Citrini Research's AI agent thesis, the market's reaction, and what's real vs. hype.
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