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The Nasdaq 100 added 0.73% for the week, outpacing the S&P 500's 0.33% gain while gold dropped 2.65%. Microsoft's Satya Nadella warned that AI models absorbing corporate knowledge could hollow out entire industries, a structural risk for the company that sells the tools making it possible. The week's quiet tape masks a growing tension between AI infrastructure buildout and the regulatory and trade friction gathering around it. Next week's main event is Fed Chair Warsh's first press conference, with Accenture earnings and fresh Anthropic export controls also on the docket.