AI trade still in focus

Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic seekingalpha.com/news/4657131-anthropic-files-… S-1 (3:30) SpaceX's seekingalpha.com/news/4657128-spacexs-debt-dea… deal for GPUs (5:00)

Episode transcripts: seekingalpha.com/wsb?source=wsb_podcast:ai_tra…

Show Notes:
AI Spending Faces Reality Check As Tech Earnings Roll In (seekingalpha.com/article/4956542-ai-spending-f…)

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