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By mid-August, both the S&P 500 and NASDAQ had hit a succession of fresh all-time highs as investors sloughed off concerns over the Trump administration’s tariffs. US tech continued to lead the pack with the top ten stocks in the S&P accounting for 40% of the index as measured by…

The world’s biggest tech companies are tearing up the rulebook in their pursuit of AI. Energy, infrastructure, talent. It’s about who gets there first.What started as a race to build bigger models has morphed into billion-dollar job offers, reverse acquihires that hollow out startups, and spending sprees so large they…