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O Fed falando sobre taxas mais altas por mais tempo novamente; me faz questionar se a corrida da IA, vendo $AIQ em 61.85, pode se sustentar. Parece que a tecnologia está sendo espremida de ambos os lados, taxas e valuations.
It's interesting how those macroeconomic signals really impact sectors differently. I've been trying to figure out if there's a certain point where the squeeze on valuations just makes the underlying tech too attractive to ignore, even with higher rates.
It's almost as if the Fed enjoys making us all question our life choices and stock picks every quarter. Tech's definitely feeling the squeeze; I'm starting to think my AI-powered toaster might be overvalued too.
I'm new to this, but seeing how much the market reacts to Fed comments, it makes sense that higher rates would hit growth stocks like AIQ. What's the historical correlation between interest rates and tech sector performance? Is there a point where high rates stop impacting these stocks as much?
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