And I say, hey-ey-ey, hey-ey-ey, I said, hey, what’s going on?

Today I was on the phone with someone who suggested maybe the AI bubble was bursting and that was what was going on with AI stocks. Well, maybe! I don’t know! I’ve seen a lot of attempts to explain why the market was up yesterday and is down today and this is the best one of the bunch. [Link: So, about that Anthropic IPO . . . | https://www.ft.com/content/2fbd60ee-060a-4957-b9c5-3b5a0ce88e1a?syn-25a6b1a6=1 | FT Alphaville]