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The top 10% of AI customers account for 99.5% of model-serving spend and 99% of neocloud spend, leaving the bottom 90% of firms with 0.5% and 1%: Apollo
"US equities refuse to price any panic (GS panic index closed sub-1 on friday) despite sentiment at the lows (GS sentiment indicator -0.9 … AAIIBEAR ~50 … 70% of spx stocks are trading below the 50dma .. etc) … other risk barometers, namely bond vol (MOVE) and CDX also registering peak fear (~100th percentile) while VIX trades in the low teens" GS Brian Garrett
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The Strange Case Of NAC: The Supplement The FDA Says Isn't One
As Trump Says He Is "Verious Seriously" Looking At A Diesel Ban, Goldman Models Out What It Would Look Like
Nicki Minaj Blasts Democrats For Treating The Black Vote Like It's Theirs
China Extends Mortgages To 40 Years, But Homebuyers Remain Reluctant To Borrow
Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030
Two-Month China Truce Falls Short Of Expectations As Markets Fade Trump-Xi Summit
"Not Seen Since 2000...": Top Goldman Derivs Trader Says Equities 'Refuse To Price Any Panic'
