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Layoffs have remained limited, apart from some high-profile cuts at firms such as Amazon and UPS and the unemployment rate has held steady at around 4.3%. Meanwhile, the wider economy continues to grow, expanding at a robust annual pace of 4.4% in the most recent figures.
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Critics have raised the spectre of "circular financing" deals in which investments by Nvidia in other companies may be clouding perceptions about how robust AI demand really is.
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