AI spending remains resilient, rising Treasury yields and growing expectations for higher rates are making markets increasingly selective. Anthropic’s $35 billion cloud deal and Nvidia’s investment in MediaTek point to continued strength in AI infrastructure demand while markets remain focused on earnings growth and cash flow.
This week earnings from NIO, Dell, Broadcom and Lululemon, along with Friday’s U.S. nonfarm payrolls report, could drive volatility and influence sentiment toward growth stocks and expectations for interest rates.
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