US GDP growth appears strong, driven by AI-related capital expenditures, despite weakening consumer sentiment and slowing household spending. AI CapEx by hyperscalers now outweighs household spending ...
The US GDP release was indeed a strong hit, coming in at an annualized 4.3% (with the price index for Q3 coming in at 3.7% vs. 2.7% expected). A significant portion of this growth could be driven by a ...
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