Topic

AI Trade Equities

Listed companies whose valuations track expected spending on AI compute, including memory and logic chipmakers and investment holding companies with large AI positions.

Current clusters

invest1 publisher

The 10-year hits its highest level since 2007 as the Fed's meeting opens

The benchmark note restarted its climb overnight and reached its highest level since 2007 with the rate decision a day away, while Bank of America guided third-quarter investment banking fees down by more than 10%.

Publishers:cnbc.com

Reality

Evidence55
Adoption: Insufficient
Hype gap+15
Incentives62
Confidence52

invest2 publishers

SoftBank sheds 13% in Tokyo as markets price Altman's slower frontier

Altman said AI progress should be slower than it otherwise could be because safety cases and monitoring have significant costs, and Monday's selling in Tokyo and Seoul was the first attempt to work out who pays for that.

Publishers:decrypt.coqz.com

Reality

Evidence58
Adoption42
Hype gap+26
Incentives76
Confidence60