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25.08.26 - 16:42
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AI Revenue Slowdown Would Be the Market′s Big Test (Bloomberg)
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Kelly Covley, senior investment analyst at Manning & Napier Advisors, says the market has become increasingly dependent on the AI trade, leaving stocks more vulnerable if demand begins to weaken. With AI spending now feeding through to industries across the economy, “the biggest test would be if you had a deceleration in revenue growth for the AI laboratories.” This interview aired Aug. 24, 2026. (Source: Bloomberg)...
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25.08.26 - 15:54
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Cisco Expands Secure AI Factory With NVIDIA (AFX)
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SANTA CLARA (dpa-AFX) - Cisco Systems, Inc. (CSCO), an American multinational technology conglomerate, announced on Tuesday that it is expanding its Secure AI Factory architecture with NVIDIA Corp......
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25.08.26 - 15:48
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AI Credit Boom Risks Telecom-Era Bust, Sycamore Warns (Bloomberg)
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Trey Parker, chief investment officer and co-founder of Sycamore Tree Capital Partners, sees opportunities in credit related to the AI boom, along with risks. He tells Bloomberg's Julie Fine that he sees parallels to the late-1990s telecom collapse and favors short maturities and strong data-center tenant ratings. (Source: Bloomberg)...
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