等待開盤 06-25 09:30:00 美东时间
-0.072
-0.15%
The S&P 500 (SPY) is hovering near all-time highs, though hyperscalers' free cash flow is set to fall sharply, in a rare divergence. After years of dominant growth, next-12-month free cash flow projec...
06-23 23:53
The AI (AIQ) (AIEQ) trade keeps finding a way to survive virtually every macro shock. Citrini summed up the current market mood in a social media post: when stocks fall on Iran-related headlines, inve...
06-16 00:18
The current earnings rebound might be on firmer footing than many analysts believe, according to recent analysis from Cameron Dawson of NewEdge Wealth. Data shows ISM manufacturing new orders leading ...
06-10 23:40
A single chart may hold the key to understanding whether the AI (AIQ) (AIEQ) boom has staying power, according to market strategist Andreas Steno Larsen. Larsen on Monday highlighted the Silicon Data ...
06-09 03:42
The artificial intelligence (AIQ) (AIEQ) revolution is reshaping global trade flows, with South Korea (EWY) and Taiwan (EWT) emerging as major beneficiaries of the data center buildout sweeping throug...
06-05 02:45
BlackRock’s latest framework challenges the common assumption that artificial intelligence (AIQ) (AIEQ) will automatically lower inflation through productivity gains. According to the investment giant...
05-27 20:43
Recent data from Goldman Sachs showing S&P 500 (SPY) implied correlations at decade lows is raising red flags about market positioning, according to former JPMorgan strategist Marko Kolanovic. In a po...
05-20 04:12
The artificial intelligence (AIQ) (AIEQ) investment cycle is shifting from a capital expenditure phase to a monetization phase, Ohsung Kwon, chief equity strategist at Wells Fargo, said Thursday. “We ...
05-01 01:59
Recent challenges at OpenAI (OPENAI) should be viewed as a buying opportunity rather than a reason to flee the artificial intelligence (AIQ) (AIEQ) trade, according to Chris Hyzy, chief investment off...
04-29 03:39
Cantor Fitzgerald remains bullish on equities (SPY) (DIA) (QQQ) in a note released Monday, citing rising earnings growth rates and estimates, sharply lower valuations and significantly reduced institu...
04-20 23:02