已收盘 02-06 16:00:00 美东时间
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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
Haven't investors been through this before? And even recently? Market headlines over the past few days have been flashing warning signs about the tech sector, with the Nasdaq Composite (COMP:IND) drop...
02-05 20:06
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
Despite a brutal selloff in software stocks (IGV), investors shouldn’t panic about capital fleeing equities, according to Keith Lerner, chief investment officer at Truist Wealth. “The money is not lea...
02-05 01:40
Kevin Warsh’s nomination to Fed chair represents a “pro-market move” that should ultimately benefit investors, according to Sarat Sethi, portfolio manager and equity analyst at DCLA. Despite initial m...
01-31 03:11
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
SoFi Technologies (NASDAQ:SOFI) re-entered the exchange-traded fund market Wednesday with its first launch since 2023, rolling out the SoFi Agentic AI ETF (AGIQ). The SoFi Agentic AI ETF follows the B...
2025-09-04 17:37
King Street Capital Management founder Brian Higgins sees significant dispersion in market risk-reward dynamics, with indices at multi-decade lows, while many companies urgently need additional capita...
2025-08-22 03:10
AI spending is expected to contribute as much to GDP growth as private consumption by 2025, marking a significant shift in economic growth drivers, according to Rob Rowe, Citi Research head of global ...
2025-08-19 02:14
Morgan Stanley’s analysts believe that artificial intelligence adoption could create approximately $920B in long-term economic value annually for S&P 500 (SP500) companies, representing about 28% of t...
2025-08-19 01:10