等待開盤 02-20 09:30:00 美东时间
+0.352
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Michelle Weaver, head of U.S. thematic research at Morgan Stanley, says the artificial intelligence market is reaching a critical inflection point in 2026 as companies shift from testing AI capabiliti...
02-18 23:36
Investor fears surrounding big tech and hyperscaler companies are “probably exaggerated,” according to Max Kettner, chief multi asset strategist at HSBC, who points to the sector’s continued profitabi...
02-18 22:37
BTIG 首席市场技术策略师乔纳森·克林斯基(Jonathan Krinsky)表示,人工智能相关股票的剧烈波动正造成极端的市场分化,这种分化可能正达到不可持续...
02-13 15:03
Rick Sherlund, founder of AI software investment bank Sherlund Partners, believes the market is on the verge of a significant upswing despite recent pullbacks in tech stocks. In an interview with CNBC...
02-06 01:27
Goldman Sachs projects AI capital expenditure from major tech companies will surge 65% this year, significantly outpacing the consensus estimate of 40% growth. Brook Dane, co-head of public tech inves...
02-05 02:44
Infrastructure software companies (DTCR), (NQRPCI:IND) are outperforming as artificial intelligence disrupts traditional software businesses, according to Ben Reitzes, head of technology research at M...
01-30 02:53
Artificial intelligence will face a severe memory shortage throughout 2026 and 2027, according to CJ Muse, senior analyst at Cantor Fitzgerald. The shortage is expected to create “tremendous earnings ...
01-23 03:40
Scale AI CEO Jason Droege believes the AI industry is headed for a reckoning in 2026, with companies that fail to deliver real value being exposed. “Next year in Davos, the wheat and the chaff are goi...
01-23 01:08
Orlando Bravo, founder and managing partner at private equity giant Thoma Bravo, believes corporate adoption of artificial intelligence will unfold over multiple decades rather than years. His timelin...
01-22 01:59
The stock has been volatile following the company's recent acquisition announcement of Ask Sage, a generative AI platform, for $250 million.
01-16 23:26