等待開盤 12-24 09:30:00 美东时间
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Wells Fargo’s selected small- and mid-cap AI capital expenditure beneficiaries have risen 11.7% in three months. This list of stocks includes artificial intelligence power and memory companies that ar...
12-16 23:17
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...
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...
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...
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 ...
11-19 02:50
Matthew Bryson, managing director of Research at Wedbush Securities, expressed cautious optimism about AMD’s (AMD) growth prospects while highlighting the broader AI sector’s shift toward revenue gene...
11-12 23:44
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...
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...
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...
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 ...
09-04 01:54