Morning,
Yesterday in my intro, I suggested we may be seeing some calming-down (in a good way) in the AI narrative. Companies getting practical, legislators getting real, investors feeling good, big questions answered.
Seems the data still supports that POV.
Not covered below, but yesterday there was talk of Wall Streets return to a "Glass Half Full" outlook on AI. I agree. But of course, I'm biased.
Have a great Wednesday,
Clay
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