I think the bigger question is

I think the bigger question is whether AI can keep converting massive capex into real earnings growth. If Goldman’s estimate holds, the market may start demanding more proof from the mega-cap AI names rather than simply rewarding spending and revenue growth. @Kentzw

AI Slowdown Moves From Talk to Action — Why Are Chip Stocks Still Rising?

The AI-slowdown argument turned into action: OpenAI paused some projects and moved about 25% of its production engineering onto safety audits, with Anthropic and Meta also pressing for slower frontier iteration. Against them: Trump, Nvidia's Huang, and Speaker Johnson, who says halting R&D hands China the lead. The White House convenes AI executives this week. Chips rose anyway - AMD +1.65% to $512.50, Nvidia +0.82% to $213.90, Broadcom +0.07% to $339.51. What got paused is projects, not budgets. But pulling engineers onto audits takes out the people setting the pace. Inflection point?

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