From the whole supply chain ecosystem, what players are at higher likely risk of slowdown?
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The circular loop above suggests that Anthropic has got direct skin in the game with Amazon, Alphabet, and Microsoft.
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Despite DJT acts quickly before market open to restore the global access since he wouldn't want market to panic, what incentive is driving him to do this?
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But then if this signal has already caught up with the market, then analysts need to factor-in cost of such actions in future and slow-down optimistic revenue growth projections? It can trap complete bullishness from the market.
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What do you read and prepare?