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Green Book August 2026

August 2026 Green Book Featured Image

AI Profits, Cheap Chips & Small-Cap Crosscurrents

AI spending is reshaping everything from S&P 500 earnings to valuations, while some of the hottest chip stocks look surprisingly cheap. This month’s Green Book also digs into the small-cap rally, shifting momentum leadership, and the risks lurking beneath an unusually strong profit backdrop.

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