等待开盘 07-14 09:30:00 美东时间
-4.110
-4.48%
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
Bending Spoons S.p.A.涨3.75%;Samsara涨3.24%;Strategy涨3.21%
07-02 06:10
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
Reports of delayed IPOs for major AI labs—such as OpenAI—are bullish for the broader market, according to Wells Fargo Equity Research. The analysts argue that postponed public listings will prompt AI ...
06-30 22:54
Exponential View spotlighted the overall state of the artificial intelligence economy and spotlighted since the recent onset boom of AI the size of the largest data centers have grown 50X in four year...
06-26 22:41
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
Market volatility is here to stay as the AI-driven tech trade faces a reckoning over the sustainability of massive capital expenditure growth, according to Yung-Yu Ma, chief investment strategist at P...
06-25 01:06