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In this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze the AI paradox: it is powerful enough to trigger software credit defaults, yet so expensive that it’s crushing tech earnings through massive data center spending. We discuss why healthcare is the sole driver of US job growth and the political pressure on the Fed to cut rates despite sticky inflation. Your source for data-driven financial analysis. More at myfundamental.net/insights!
By Fund@mentalIn this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze the AI paradox: it is powerful enough to trigger software credit defaults, yet so expensive that it’s crushing tech earnings through massive data center spending. We discuss why healthcare is the sole driver of US job growth and the political pressure on the Fed to cut rates despite sticky inflation. Your source for data-driven financial analysis. More at myfundamental.net/insights!