Strong AI/cloud growth from Mag 7 offset by concern over Meta increasing capex EU mid-market update: Strong AI/cloud growth from Mag 7 offset by concern over Meta increasing capex; Heavy flow of EU earnings driving secular moves; BOE and ECB incoming; Yen gets final verbal…
Strong AI/cloud growth from Mag 7 offset by concern over Meta increasing capex EU mid-market update: Strong AI/cloud growth from Mag 7 offset by concern over Meta increasing capex; Heavy flow of EU earnings driving secular moves; BOE and ECB incoming; Yen gets final verbal warning from top… Read More 👈