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• TechBig Tech does not want to buy every AI chip from the same shelf.Nvidia remains the center of the AI-computing boom, but cloud companies are also designing custom silicon for specific workloads. Marvell’s rising forecasts show how valuable that second market is becoming.
• MoneyBond yields are high. Tech stocks are still breaking records. That is not as contradictory as it looks.Higher long-term interest rates usually make distant future profits less valuable. Yet AI-linked technology shares have kept climbing. The reason is that markets price several forces at once: rates, earnings, growth expectations and risk.