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A bullish AI and tech outlook, with Iran and oil as the risk
A market commentator points to a rumored $2 trillion Anthropic IPO valuation as a reason the AI trade remains buoyant, but warns that an oil spike could revive inflation fears.
TLDR
In a September 29 market update, a commentator describes AI and big tech as bullish trades, citing a rumored $2 trillion Anthropic IPO valuation. The post identifies the Strait of Hormuz as a major risk: an oil spike could revive inflation fears and worries that interest rates will stay high for longer.
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1 Source, first seen 16h ago