等待開盤 08-10 09:30:00 美东时间
+1.170
+1.84%
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
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
Market leadership is showing clear signs of broadening, according to Citadel Securities’ Scott Rubner. Rather than exiting equities, investors are reallocating capital toward sectors that lagged in th...
07-13 23:13
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
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
Technology stocks are coming under increasing pressure even as major equity indexes hold at key moving averages, signaling a period of market rotation that could persist through the summer, according ...
06-27 04:30
Wall Street’s technology sector is experiencing renewed pressure, with the Nasdaq Composite (COMP:IND) trading approximately 7.2% below its all-time high. The Technology Select Sector SPDR ETF (XLK), ...
06-26 23:46
Global technology stocks came under intense selling pressure as investors dumped growth names amid a broader risk-off sentiment, dragging down some of the world's largest tech companies. Against this ...
06-26 18:13
The memory industry (SMH), (SOXX) is undergoing a fundamental structural transformation driven by artificial intelligence, with Micron's (MU) latest quarterly results demonstrating that creating AI-op...
06-25 21:36