等待開盤 09-25 09:30:00 美东时间
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Deepwater Management’s Gene Munster said Monday that the power sector is shaping up to be the next major investment opportunity in AI infrastructure, comparing the current moment to Nvidia Corp.‘s (NASDAQ:NVDA) breakout in 2023, after Elon Musk said natural gas will still be needed to support data c...
09-01 12:13
Steve Eisman, the “Big Short” investor who shorted subprime before the 2008 crash, says the AI trade has fundamentally changed, and Alphabet Inc. (NASDAQ:GOOGL) just proved it by raising roughly $85 billion in new equity, its first such raise since its 2004 IPO. Speaking on his latest Weekly Wrap, E...
06-15 22:07
VanEck's new RACK ETF targets data center, semiconductor, cooling, and power companies benefiting from the AI infrastructure boom.
06-02 23:30