An unusual suspect is leading Wednesday's market while the AI trade takes a breather
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最新报道：Stocks showed modest gains Wednesday, led by a rebound in healthcare stocks like UnitedHealth and Eli Lilly after insider buys signaled confidence. The AI sector dipped as chip stocks (Nvidia, Broadcom) and infrastructure firms reacted to CoreWeave's unchanged $20B-$23B capex outlook, reflecting power constraints rather than weakening demand. Cisco's earnings report is anticipated to show continued AI infrastructure order momentum, while Deere and Birkenstock report Thursday alongside PPI data.
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