U.S. stocks
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DeItaone forwards: Stifel cuts Tesla (TSLA) price target to $491 from $508, maintains Buy rating
Stifel cited weaker profitability after Q2, with gross margin falling to 16.8% and adjusted EBITDA missing expectations. Despite this, the firm remains bullish on FSD and Robotaxi, pointing to a growi
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Gen X faces 'even greater retirement crisis' than baby boomers, report warns, citing Social Security uncertainty and market crash fears
According to a report by the Retirement Income Institute, Generation X (born 1965-1980) faces a more severe retirement crisis than baby boomers. This is attributed to the shift from defined benefit to
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Bybit Lists JNJUSDT Perpetual Contract with Up to 25x Leverage
Crypto exchange Bybit has listed the JNJUSDT Perpetual Contract, which is now open for trading with up to 25x leverage. The contract is also available for trading via Futures bots.
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Analysis points out that the Philadelphia Semiconductor Index has fallen over 22% from last month's high, but TSMC (TSM) remains a chip stock to watch. The company recently raised its 2026 capital expenditure guidance by $8 billion to $62 billion and expects significant growth in the coming years.
The analysis emphasizes that despite the recent pullback in the semiconductor sector, TSMC, the world's largest contract chipmaker, holds investment value due to its technological leadership and scale
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Microsoft CEO Nadella states CPUs are as important as GPUs for running AI agents, hinting at a shift in the structure of AI hashrate demand.
Microsoft CEO Satya Nadella stated on an earnings call that CPUs are just as important as GPUs for running AI agents. The company also noted that as AI demand evolves, the CPU to GPU ratio is shifting
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Microsoft expects to achieve positive free cash flow in fiscal year 2027, indicating that its AI investments are sustainable and do not require significant borrowing.
Microsoft stated that despite its AI build-out still requiring high capital expenditures, it expects to achieve positive free cash flow in fiscal year 2027. This allays investor concerns about AI inve
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13 U.S. States Advance Efforts to Eliminate Tax Incentives for Data Centers, Potentially Increasing AI Hashrate Costs by $3 Billion Per Gigawatt
A wave of US states are revoking tax breaks for data centers, putting pressure on the cost of large-scale AI infrastructure construction for tech giants. Four states have already canceled or suspended
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Google's off-balance sheet guarantees surged nearly sixfold to $43.8 billion in nine months, exchanging "financial backstops" for TPU chip orders
Google's parent company, Alphabet, disclosed that its potential financial guarantees for data center tenant defaults have surged from $6.5 billion at the end of September last year to $43.8 billion, a
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Oil Stocks Fall Premarket as Crude Prices Decline Over 5%; ExxonMobil Down 1.6%, Chevron Down 1.5%, ConocoPhillips Falls 2%, Occidental Petroleum Falls 2.3%, Devon Energy Down 1.9%.
Oil Stocks Fall Premarket as Crude Prices Decline Over 5%; ExxonMobil Down 1.6%, Chevron Down 1.5%, ConocoPhillips Falls 2%, Occidental Petroleum Falls 2.3%, Devon Energy Down 1.9%.
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Nasdaq-listed crypto treasury firm ZeroStack warns of survival risk amid $82.5M loss, with 0G holdings valued 91% below recorded costs.
The company largely relies on staking rewards to fund its operations, facing significant financial challenges.
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Elon Musk retweeted that his AI model, Grok, is now capable of analyzing any video, including identifying AI-generated content and explaining it frame by frame.
Elon Musk retweeted that his AI model, Grok, is now capable of analyzing any video, including identifying AI-generated content and explaining it frame by frame. This development marks a significant st
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Trump Media moved 2,628 Bitcoin ($165M) to Crypto.com over the weekend, leaving its discretionary BTC position effectively gone
Wallets attributed to the Truth Social parent company transferred 2,628 Bitcoin, valued at approximately $165 million, to Crypto.com in two transactions on Saturday. This leaves roughly 4,261 Bitcoin
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DeepSeek and Alibaba reportedly launch new AI models, challenging Anthropic and OpenAI.
DeepSeek and Alibaba reportedly launch new AI models, challenging Anthropic and OpenAI.
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Benchmark Firm Artificial Analysis Says China AI Models Still Lag US Rivals by Three to Nine Months
Benchmark Firm Artificial Analysis Says China AI Models Still Lag US Rivals by Three to Nine Months
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Alibaba released the Qwen 3.8-MAX large model, with a total of 2.4 trillion parameters, and its performance is comparable to and partially surpasses Anthropic Fable 5.
Alibaba's Qwen team officially released Qwen 3.8-MAX on August 3rd, the largest and most capable model in the Qwen family to date, with a total of 2.4 trillion parameters and 95B active parameters. Th
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Goldman Sachs: AI Giants’ Capital Expenditures Are “Astounding,” but the Returns Are Equally Impressive; Amazon’s Annualized AI Revenue Has Exceeded $25 Billion, with Triple-Digit Year-Over-Year Growth
Goldman Sachs In his latest weekly report, analyst Mark Wilson noted that hyperscale cloud computing companies are demonstrating staggering levels of capital expenditures and returns. Goldman Sachs fo
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Goldman Sachs: The world is entering “the largest cycle of capital demand in human history”; factors such as AI and reindustrialization are driving capital costs higher, and the Federal Reserve is merely a “passenger”
Goldman Sachs Mark Wilson, Head of European Hedge Fund Operations, noted in his latest weekly report that the global economy is moving beyond the era of “excess savings” and entering “the most capital
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Goldman Sachs: After hedge funds experienced their largest deleveraging wave in more than three years, trading desks recorded their largest net purchases since November 2020
Goldman Sachs A report from the Delta One trading desk shows that hedge funds experienced their largest concentrated deleveraging in more than three years last week, with the global deleveraging being
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Wallet linked to MicroStrategy moved 299.84 BTC ($18.91M), sparking speculation about potential sales
On-chain analytics firm Lookonchain reported that a wallet linked to MicroStrategy moved 299.84 BTC, valued at approximately $18.91 million, about 9 hours ago. This movement has led to speculation abo
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AstraZeneca and Bristol-Myers Squibb are in merger talks; if the deal goes through, it would create a pharmaceutical giant with a market capitalization of nearly $400 billion.
According to the British *Financial Times*, British pharmaceutical giant AstraZeneca and U.S. pharmaceutical company Bristol-Myers Squibb are engaged in advanced merger talks. If the deal is finalized
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Huntington Ingalls Industries (HII) Stock Climbs Over 13% After Q2 Earnings Beat Estimates and Company Raises Full-Year Guidance
Shares of Huntington Ingalls Industries (HII) rose more than 13% this past week after the shipbuilder reported strong second-quarter results and increased its full-year outlook. In Q2, HII's revenue g
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Stock Futures Rise, Oil Drops as New Month Begins
Stock Futures Rise, Oil Drops as New Month Begins
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China EV Price War Fears Intensify After Xpeng (-5.2% MoM) & Li Auto (-1.4% MoM) Report Weak July Sales
Concerns over a potential price war in China's electric vehicle (EV) market have intensified after premium carmakers Xpeng, Nio, and Li Auto reported weak July sales figures. Xpeng delivered 38,027 ve
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Oceaneering International (OII) Director Kevin McEvoy Sold 3,000 Shares at $47.92 Each
Kevin McEvoy, a Director and former CEO of Oceaneering International, Inc. (NYSE:OII), sold 3,000 shares of the company's stock on July 30. The shares were sold at a weighted average price of $47.92 e
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Boosted by CoreWeave's earnings and their positive outlook for AI, the semiconductor sector rallied collectively, with MRVL up 8.5% and MU up 6.6%.
Boosted by CoreWeave's earnings and their positive outlook for AI, the semiconductor sector rallied collectively, with MRVL up 8.5% and MU up 6.6%.
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Oracle closed up 6.42% from its previous close, currently trading at $125.560.
Oracle closed up 6.42% from its previous close, currently trading at $125.560.
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SanDisk is up 9.62% from its previous close, currently trading at $942.717.
SanDisk is up 9.62% from its previous close, currently trading at $942.717.
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The Nasdaq Index rose 1.56% from its previous close, currently standing at 25,457.42.
The Nasdaq Index rose 1.56% from its previous close, currently standing at 25,457.42.
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TSMC was up 4.52% from its previous close, currently trading at $414.400.
TSMC was up 4.52% from its previous close, currently trading at $414.400.
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Broadcom rose 5.43% from its previous close, currently trading at $350.000
Broadcom rose 5.43% from its previous close, currently trading at $350.000
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US stock index futures ticked higher on Wednesday as the artificial intelligence boom countered inflation concerns.
US stock index futures ticked higher on Wednesday as the artificial intelligence boom countered inflation concerns.
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OKX ICE plans to launch tokenized securities trading platform on November 23
OKXICE, a joint venture between OKX and Intercontinental Exchange (ICE)—the parent company of the New York Stock Exchange—has announced plans to launch a tokenized securities trading platform on Novem
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Deltaone: Anthropic Q3 revenue neared $17 billion, with an operating loss of $567 million.
Per a post by Deltaone, Anthropic's third-quarter revenue approached $17 billion compared to approximately $1.4 billion in the same period last year, while recording an operating loss of $567 million.
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Driven by a higher-than-expected inflation report, the U.S. 30-year fixed mortgage rate jumped 12 basis points in a single day to 7.30%.
Driven by a higher-than-expected inflation report, the U.S. 30-year fixed mortgage rate jumped 12 basis points in a single day to 7.30%.
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Volkswagen cancels advanced headquarters plant construction plans, facing pressure from declining profits
Volkswagen cancels advanced headquarters plant construction plans, facing pressure from declining profits
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Decrypt: NVIDIA's Market Cap Shrinks by About $430B in Two Days; Independent Directors Reportedly Hire Lawyers to Investigate
According to Decrypt, NVIDIA lost approximately $430 billion in market value over a two-day period. The report also stated that the company's independent directors have hired Wachtell Lipton to invest
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Citing Deltaone, BofA: December baseline remains a 25 bps rate hike, with the risk of a 50 bps hike rising.
Citing Deltaone, BofA still maintains its baseline expectation of a 25-basis-point rate hike by the Federal Reserve in December following the U.S. October CPI report, while viewing the probability of
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U.S. October retail sales grew 0.2% month-over-month, marking the smallest increase in nearly a year.
U.S. October retail sales grew 0.2% month-over-month, marking the smallest increase in nearly a year.
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Cointelegraph: Barclays discloses holding approximately $187 million in BlackRock Bitcoin ETF as of end of September
According to Cointelegraph, Barclays disclosed holding approximately $187 million worth of BlackRock’s Bitcoin ETF as of September 30, while Citi disclosed a new position of about $119 million in Fide
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Mortgage Bankers Association: US mortgage applications rose 6.2% week-on-week last week
Mortgage Bankers Association (MBA): U.S. mortgage application volume rose 6.2% week-on-week last week, driven by a 7.5% surge in purchase loan applications and a 4.5% increase in refinancing demand. O
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Lookonchain: Wallet 0xc8b5 opens leveraged long positions on NVDA and SNDK
According to a Lookonchain post, wallet 0xc8b5 has opened a 5x leveraged long position of 136,982 units of NVDA, with the post estimating its value at approximately $24.2 million. Additionally, it hol
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Deltaone: Baird downgrades NVIDIA, lowering its price target from $500 to $200
According to Deltaone, Baird has downgraded NVIDIA from "Outperform" to "Neutral," slashing its price target by 60% from $500 to $200. Citing analyst Tristan Gerra, the post noted that supply constrai
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CNBC: CATO tally covers US government equity deals involving 41 companies, including pending deals
CNBC, citing the CATO Institute’s tracker, reports that the Trump administration’s equity arrangements involved 41 companies by November. The tally covers publicly traded and privately held companies,
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Bitcoin holds steady as CoreWeave earnings revive AI outlook, Anthropic said to raise IPO valuation
Bitcoin holds steady as CoreWeave earnings revive AI outlook, Anthropic said to raise IPO valuation
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Waller Journal: CoreWeave temporarily eases capital constraints via workaround, but remains reliant on capital markets in the long run
Waller Journal: CoreWeave temporarily eases capital constraints via workaround, but remains reliant on capital markets in the long run
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CNBC: Nissan plans to expand exports of China-developed models from two to five
According to an interview with Nissan CEO Ivan Espinosa by CNBC, the company plans to expand the export range of its China-developed models from two to five in the near term, targeting 12 regional mar
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CNBC: NVIDIA rose 4.5% in pre-market trading at 05:00 Eastern Time, as markets focus on next week's earnings report
According to CNBC, as of 05:00 AM Eastern Time on Wednesday, NVIDIA's pre-market stock price rose by 4.5%, following declines of 4.3% and 5.47% on Monday and Tuesday, respectively. The report noted th
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The Block: New York Federal Judge Denies Novig Injunction Application
According to The Block, a New York federal judge has denied Novig’s motion for an injunction, ruling that the company's sports event contracts do not constitute swaps and allowing New York State to en
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2026 US Stock Market Safe-Haven Assets Encyclopedia: How Walmart and Caterpillar Lead the Industrial Sector Amid AI Bubble Doubts
In November 2026, pressured by concerns over the AI hashrate bubble and tightening regulatory expectations, the U.S. stock market experienced severe volatility in tech stocks. Capital accelerated its rotation into traditional blue-chip and industrial sectors—exemplified by Walmart and Caterpillar—seeking safe-haven assets with stable cash flows and defensive attributes.
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SPY ETF: Investment Value and Long-Term Potential Analysis of the S&P 500 Index Tracker
SPY primarily refers to the SPDR S&P 500 ETF Trust, one of the world's largest and most liquid exchange-traded funds, designed to track the performance of the S&P 500 index. This article provides an in-depth analysis of SPY's value as a long-term investment, including its advantages such as diversification, high liquidity, and stable dividends, while also exploring potential considerations like its slightly higher expense ratio and structural flexibility. For investors looking to participate in the overall growth of the U.S. stock market, SPY is considered a core allocation tool.
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Bitcoin and US Stocks Correlation: A Discussion on History, Current Status, and Future Trends
The correlation between Bitcoin and U.S. equities has always been a focal point for the market. Historically, Bitcoin has often shown a strong correlation with the S&P 500 index, especially during periods of macroeconomic uncertainty. However, entering September 2026, this traditional correlation underwent a significant change, with correlation metrics briefly falling into negative territory, sparking discussions in the market about whether the two are decoupling. This article will deeply analyze the macroeconomic factors, institutional adoption, and ETF effects influencing the correlation between Bitcoin and U.S. equities, and explore Bitcoin's dual nature as both a risk asset and a safe-haven asset, aiming to provide readers with a comprehensive market perspective.
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How US Stocks Influence the Crypto Market: Correlation, Macro Factors, and Regulatory Dynamics Analysis
In recent years, the correlation between the U.S. stock market and the cryptocurrency market has significantly strengthened, with their trends increasingly converging. Macroeconomic policies, the participation of institutional investors, and regulatory dynamics are key factors influencing this linkage. Cryptocurrencies are regarded as high-risk assets, with volatility similar to that of tech stocks, and are jointly affected by the Federal Reserve's monetary policy and global risk appetite. The latest data indicates that regulatory signals and market sentiment can still be rapidly transmitted to both major markets.
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NVIDIA (NVDA) Encyclopedia: Deconstructing the AI Computing Leader's Moat and Valuation Logic, from GPU Hardware to the CUDA Software Ecosystem
As of September 2026, NVIDIA has become the world's most valuable company by market capitalization, with its AI hardware and CUDA software ecosystem forming a formidable competitive barrier. The company continues to launch new-generation GPU architectures such as Blackwell and Vera Rubin, and is expanding the CUDA platform to support Rust language and quantum computing. NVIDIA's valuation is closely tied to the global AI capital expenditure cycle. Despite competition from AMD, Intel, and cloud service providers' self-developed chips, its data center revenue and profitability remain strong. However, the market still has concerns regarding its high valuation, geopolitical risks, and founder succession risk.
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Key Differences Between US and A-Share Markets: A Five-Core Mechanism Analysis
The U.S. stock market holds a significant position in global financial markets due to its unique trading mechanisms. This article will delve into five core characteristics of U.S. stocks: no daily price limits, T+0 trading, T+1 settlement, circuit breakers, and short selling. Concurrently, the article will provide a detailed comparison of the significant differences between U.S. stocks and China's A-shares in terms of trading systems, investor structure, market regulation, and listed company composition, helping readers to fully understand the operational logic of both markets.
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"CIPHER Coin" Value Analysis: Distinguishing Crypto Tokens from Public Companies, Discussing Investment Potential
The term "ciph coin" may refer to two different assets: one is Cipher (CIPHR/CYPH), a cryptocurrency token based on the BNB Chain, with limited public information and trading activity; the other is Cipher Digital (CIFR.US), a US-listed company that is transitioning from Bitcoin mining to an AI high-performance computing service provider. This article will analyze the current status and potential value of these two assets separately, and discuss their long-term investment prospects.
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Bitcoin Analysis of Correlation with U.S. Stocks: Will Markets Move in Tandem During a Market Crash?
Bitcoin The correlation with the U.S. stock market has long been a focus of attention. Historically, Bitcoin has shown a high degree of convergence with the S&P 500 Index, particularly after institutional investors entered the market.However, as of July 2026, the latest data shows that the short-term correlation between Bitcoin and the U.S. stock market has declined significantly, even turning negative, sparking debate over whether it can serve as an independent safe-haven asset. Macroeconomic factors, Federal Reserve policy, and institutional adoption continue to influence the performance of Bitcoin, causing its role to oscillate between that of “digital gold” and a high-risk asset.
U.S. stocks
24H Trending
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1
RTHK: U.S. stocks closed lower on Tuesday, with the Dow down 0.3% and the Nasdaq down 0.7%.
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2
CNBC: Colom leads by 2,607 votes in Mississippi Senate race, race uncalled
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3
Financial Times: Anthropic's underwriting banks prepare to boost IPO valuation to at least $1.5 trillion
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4
Al Jazeera: UKMTO receives report of incident involving oil tanker in Strait of Hormuz, details unclear
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5
Nikkei Stock Average flat at 60,451.02 as bank and pharma gains offset tech and machinery losses
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Hong Kong and mainland Chinese stocks opened lower, weighed down by higher-than-expected US inflation and escalating interest rate hike expectations.
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US Treasury auctions $42 billion in 10-year notes at a high yield of 5.02%, above the when-issued yield
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8
Binance Announcement: bStocks to Support SanDisk (SNDK) 1-for-8 Stock Split
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Al Jazeera: Iran denies holding talks with the US
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10
Hong Kong's Insurance Authority (IA) has prohibited Lim Ka Kit from engaging in insurance intermediary business for nine months.
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