已收盤 05-08 16:00:00 美东时间
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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
Soaring U.S. electricity bills are becoming a political flashpoint ahead of November’s midterm elections, with a convergence of factors driving prices higher and squeezing household budgets, according...
04-20 22:27
JPMorgan Asset Management’s chief global strategist David Kelly on Thursday expressed optimism about the U.S. economic outlook, characterizing current oil market disruptions and tariff-related concern...
04-03 04:51
Ben Huneke, head of Morgan Stanley Investment Management, is urging clients to take a more conservative approach as geopolitical uncertainty continues to roil markets (SP500). In a CNBC interview, Hun...
03-24 03:19
Rising yields on software (IGV) loans signal sector-specific trouble rather than broader economic weakness, Apollo Chief Economist Torsten Slok said on Friday. While yields on software loans have clim...
03-20 20:40
Bank of America strategist Michael Hartnett is sounding the alarm that today’s market conditions bear an unsettling resemblance to the period leading up to the global financial crisis. In a note to cl...
03-14 02:27
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