- Fed increased fed funds rate. - Longer duration bonds also spiked up. - OpenAI lowering the valuation target from 1.4T to 1.2T - Anthropic lowering valuation from 2T to 1.5T - Coreweave unsecured debt interest is 16% (CDS default chances 50%) - Anthropic and OpenAI IPOs delayed - White house/Trump pictured with all tech leaders (very top-like action) - Ramp token spending flat for last 2 months (companies want to increase budgets, but not blindly waste money) - Oil prices are higher as well - Deficit spending, interest on the debt all going up because all rates are going up. I mean with all of this. Is it possible for markets to keep going up. If it is, won't we climb a wall of worry, that can lead to a sustained rally and consolidation. -sharma
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