已收盤 02-06 16:00:00 美东时间
+0.991
+2.20%
The U.S. economy is experiencing a stark bifurcation with continued growth in the AI sector (ARTY), (AIQ), (AIEQ) and strong high-end consumer spending contrasting sharply with struggling small busine...
2025-12-05 00:20
David Bahnsen, American portfolio manager and founder of The Bahnsen Group, cautioned investors against blindly buying dips in overvalued technology stocks (XLK), despite the 5% market pullback observ...
2025-11-29 04:15
Federal Reserve Governor Philip Jefferson sees important differences between the dot-com boom and bust of the late 1990s and the current surge of valuations in artificial intelligence companies, he sa...
2025-11-22 00:09
Citi’s global head of tech and communications research, Heath Terry, believes the market is experiencing a “reset” in AI investments, not a full correction. In an interview with CNBC, Terry explained ...
2025-11-19 02:50
Artificial intelligence spending justifies the current investments in tech and infrastructure and is seen as sustainable, according to Goldman Sachs. Economists are forecasting that AI-related spendin...
2025-10-17 02:42
PNC Asset Management chief investment strategist Yung-Yu Ma believes the current government shutdown will likely have a muted effect on markets, despite entering its second day. In an interview with C...
2025-10-03 01:54
Bank of America’s head of U.S. equity and quantitative strategy, Savita Subramanian, predicts earnings growth will extend beyond technology (XLK), (IYW), (VGT) and artificial intelligence (ARTY), (AIE...
2025-09-19 00:16
BlackRock latest investment outlook supports leaning into U.S. growth equities, underpinned by strong AI earnings and continued capital expenditure, according to its Fall Investment Directions report ...
2025-09-04 01:54
Only two out of 10 value creators among AI companies will make it in 20 years, said Michel Lerner, Head of HOLT, part of UBS. During a CNBC interview, Lerner emphasized that only a selected few of tec...
2025-09-02 22:06
Fundstrat Global Advisors’ Tom Lee maintained his bullish market stance despite widespread criticism, pointing to artificial intelligence as a major driver for continued growth. Lee emphasized that AI...
2025-08-29 03:21