NeuroStocks
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Consulting AI-Disruption Sell-the-News
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Accenture keeps hitting estimates but the market no longer cares — the fear that generative AI is eating into IT-services and consulting billings is overwhelming the print, and today's negative reaction to an "okay" quarter confirms the sell-the-news posture. With analyst sentiment freshly cut and the stock making new relative lows, I expect rallies to get faded and the path of least resistance to stay lower into the close.
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