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The end of the AI boom has begun, and these consumer-focused stocks are playing to win.
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Ultrapure water is scarce and Big Tech needs enormous amounts of it for AI and semiconductors.
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Alpine Macro is pushing back on three big pillars of investor AI worries, offering investment ideas to think about.
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Exclusive / White House floats compromise with China to export Nvidia H200 chips https-//www.semafor.comTrump's pivot on Nvidia chips gives China a leg up over the U.S. in AI race, analysts say CNBCUS to allow Nvidia H200 chip shipments to China, Trump says ReutersStock market today: Dow, S&P 500, Nasdaq futures tick up as Nvidia jumps ahead of Fed meeting kickoff Yahoo Finance
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Stock futures are little changed as Trump approves Nvidia chips sales to China: Live updates CNBCTrump greenlights Nvidia H200 AI chip sales to China if U.S. gets 25% cut, says Xi responded positively CNBCTrump greenlights exports of Nvidia H200 chips to China CNNUS to allow Nvidia H200 chip shipments to China, Trump says Reuters
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Rising revenues in 2026 should help out the middle consumer and boost stocks catering to them, says Goldman Sachs.
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Vaccine news may offer more convincing reasons to trim expensive tech holdings than further vote counts; the cruise industry's fate could hinge on which way U.S. election blows; and some television shows offered programs to ease election stress.
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