已收盤 08-07 16:00:00 美东时间
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Situational Awareness, the artificial-intelligence-focused hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has sold a large portion of its public-equity portfolio to Ken Griffin’...
07-31 00:30
Evercore ISI Strategy sees the S&P 500 (SP500) reaching 7,750 by year-end, with the firm's AI FOMO Risk Barometer indicating that excessive speculation remains largely absent from artificial intellige...
07-27 23:11
Ben Reitzes, head of technology research at Melius Research, advised investors to steer clear of large tech "hyperscalers" like Alphabet (GOOG), (GOOGL), Meta (META), and Amazon (AMZN), arguing they f...
07-24 00:41
There are concrete signs that AI investments are beginning to pay off, with companies that have leaned into the technology seeing profit margins widen at an even faster pace than the broader S&P 500 (...
07-22 23:56
The tech trade has grown “tired” despite fundamentally positive indicators for the AI infrastructure cycle, said Gene Munster, co-founder of Deepwater Asset Management. In an interview with CNBC, Muns...
07-16 02:32
Clough Capital CEO Vince Lorusso is taking a more cautious approach to equity markets, shifting toward higher-quality stocks while building cash reserves as he waits for better entry points in some of...
07-10 02:26
The artificial intelligence sector (AIQ) now exhibits all the classic signs of a financial bubble, according to Ruchir Sharma, chairman of Rockefeller International. In an interview with CNBC, Sharma ...
07-10 01:09
Julian Emanuel, chief equity and quantitative strategist at Evercore, is urging investors to recognize the pervasive dominance of the AI theme across financial markets, arguing that understanding its ...
07-09 00:06
The tech trade is approaching a pivotal moment as rising semiconductor memory (SMH), (SOXX), (XSD) prices are set to clash with hyperscalers' return on investment expectations, according to Scott Chro...
07-01 00:21
As artificial intelligence capital expenditures continue to surge, a stark divide has emerged between technology giants strapped for cash and old economy sectors flush with returns for investors. Acco...
06-30 23:43