NVIDIA 100KWatching the market today was really interesting. The software stocks that had just fallen—especially $Thomson Reuters(TRI.US) and $Factset Research(FDS.US)—were suddenly pulled up by Anthropic. I think the logic is actually quite clear: everyone has data and professional content. Now, embedding AI to improve efficiency is a win-win for clients. This is more realistic than simply relying on AI to poach users from traditional industries. Short-term speculative sentiment is one thing, but is there still fundamental support for the long term?
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