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Software Sits Out Of The Rally… And Inflation Data Impact On Next Fed Decision 4/9/26

43 min•9 april 2026

Software stocks sitting out of today’s market move higher, as Anthropic’s latest AI model becomes the latest thorn in the group’s side. The names getting hit the hardest, and the latest developments out of the Middle East sparking today’s rally. Plus, Google and Intel expand their AI chip partnership, Disney plans layoffs under its new chief, and how today’s inflation data could impact the Fed’s next rate decision.

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