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Goldman data show tech stocks have lost most of their valuation premium even as earnings forecasts and insider buying rise, while AI models and proxy advisors increasingly side with activists over management. Surveys reveal quantifiable AI gains climbing across sectors, and long-term charts highlight a 94% drop in global oil intensity despite recent supply disruptions.
The article discusses how San Francisco's tech social scene is now dominated by people who are "terminally online." It explores how relationships and trust are formed through mutual connections on platforms like X, shifting the dynamics of in-person events and interactions.