AI STRATEGIST BRIEF AI PULSE
Global market sentiment is predominantly risk-off, driven by escalating trade protectionism and AI's dual impact of regulatory uncertainty and disruption to legacy tech, alongside broad memory demand concerns and a significant biotech pipeline failure. However, strong core AI infrastructure spending and M&A speculation in certain undervalued sectors offer localized positive momentum, while the crypto market grapples with heightened miner distress and significant whale-driven selling pressure.
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