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Elon Musk’s pledge, accelerating AI infrastructure revenue and a widening semiconductor recovery offer investors a bullish counterpoint to a housing market stuck in hesitation. America’s next generation may receive its first stock certificate before its first driver’s license. Elon Musk said Monday…
The market’s most investable theme today is not simply artificial intelligence, healthcare or macroeconomics in isolation. It is possibly the increasingly visible convergence of all three: businesses finding ways to monetize AI, healthcare platforms turning operational discipline into financial leverage, and policymakers…