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You know you’re living in interesting times when
a viral Substack post moves markets — albeit one already jittery from AI disruption worries. While stocks are looking a bit calmer for Tuesday, we’ll also hear from Anthropic about new products that could shake the Earth again.
Our
call of the day from strategists at Jefferies say what’s needed to cool down the AI scare trade and boost markets right now is a good old “public backlash.” And they say that’s already underway.
