已收盘 02-06 16:00:00 美东时间
+1.710
+4.78%
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
ETFs saw record January inflows, but investors weren't chasing growth. Small-cap outflows, bond rotation and AI ETFs reveal a quiet strategy shift.
02-04 02:52
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
Nvidia and Eli Lilly's AI tie-up shows drug discovery emerging as a new ETF growth theme across semiconductors and health care.
01-15 01:23
BlackRock expects the global investment landscape in 2026 to be shaped by economic growth that runs above long-term trends, alongside gradually easing monetary policy and faster productivity gains. In...
01-06 22:15
Tesla's surge on autonomy and robotics optimism puts ETFs like BOTZ, ROBO, ARKQ in focus, offering diversified exposure to AI and automation trends.
2025-12-16 05:30
Global markets are entering a period of accelerated change, and BlackRock argues that artificial intelligence (AI) sits at the center of this transformation. The asset manager highlights three forces...
2025-12-10 00:48