已收盤 01-09 16:00:00 美东时间
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Jim Cramer backs J.P. Morgan: Electric power 'gating' and OpenAI's balance sheet will naturally halt the hyperscaler AI spending spree.
01-05 16:23
Trump AI Czar David Sacks calls AI job loss a "hoax," citing Vanguard data showing high-AI roles outpace the market in wages and growth.
2025-12-19 17:08
Wedbush's Dan Ives predicts a "magical 2026" for Tesla and Nvidia, targeting Nasdaq 30k as bears are left "watching from the window."
2025-12-11 19:21
New data reveals the US would be in a recession without AI. Tech spending hits a record 45% of S&P 500 Capex as data center investment soars.
2025-11-28 16:09
Netflix Inc's 90% 'drop' was just a 10-for-1 stock split, leaving ETF weights unchanged. We break down how ETFs absorbed the move seamlessly.
2025-11-18 04:30
A BofA expert warns the AI boom needs 'more land than Singapore' and 'more energy than Japan,' facing a massive infrastructure bottleneck.
2025-11-14 18:11
Top analyst Dan Ives predicts Nasdaq 30,000, arguing the AI revolution is not a bubble and the tech bull market has "2-3 years left."
2025-11-07 16:28
Allianz's Mohamed El-Erian warns some AI names will "end in tears," calling the boom a "rational bubble" with limited winners.
2025-10-31 15:20
As AI strains grids, Samsung & OpenAI plan floating ocean data centers. Tech leaders like Jeff Bezos say the future of compute is in space.
2025-10-16 21:20
Fidelity's Jurrien Timmer warns of a 1999-style "melt-up," noting juicy similarities between the current AI boom and the dot-com bubble.
2025-10-03 14:43