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The article discusses how a key signal that has been driving the AI trade is weakening, potentially impacting market expectations for AI-related stocks.
MentionDrop MCP provides live market signals to AI agents, enabling them to act on real-time data.
The author reflects on mixed signals in the AI industry, noting high spending without proportional productivity gains and Anthropic's move to restrict Claude Code access while raising massive funding, questioning the direction of AI's revolutionary claims.