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Thinking ahead — market was closed
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OpenAI-IPO abgesagt, Anthropic-CEO will KI entschleunigen, Nvidia prueft 10-Mrd-Beteiligung: Der KI-Zyklus wechselt von Kapitalbeschaffung zu Sicherheitsdebatte. Genau die richtige Zeit, um nicht hinterherzujagen - Bewertungen entscheiden sich erst, wenn Narrative klarer sind.
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