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The Fed Is Cornered… But AI Just Broke the Market
The market bounced—but the data tells a different story.Jobless claims just fell below expectations, tightening the labor market and cornering the Fed. Rate cuts are slipping away. Inflation pressure is still alive.At the same time, AI demand just detonated. Semiconductor earnings ripped higher as the world’s largest chipmakers signaled record capex and unstoppable demand.The result? A market caught between macro gravity and AI momentum.This is the truth Wall Street is quietly pricing in.Subscribe: https://www.youtube.com/@wstruthbombs?sub_confirmation=1Substack…
The skinny
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