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
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
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
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
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
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
The Trump administration is intensifying its focus on robotics as part of a broader effort to accelerate advancements in artificial intelligence, according to a report published Wednesday. The renewed...
2025-12-04 00:19
The United Arab Emirates on Saturday announced the 'AI for Development' initiative to expand artificial intelligence infrastructure and AI-enabled services in Africa at a $1B investment to boost econo...
2025-11-23 02:26
Concerns across Wall Street are intensifying over whether the market is in an artificial intelligence (AI) driven bubble, as major equity benchmarks continue to face notable pressure in the month of N...
2025-11-21 23:18
A notable feature of the artificial intelligence trade's recent weakness has been a widening in credit derivatives tied to companies spending heavily on AI, most prominently cloud software giant Oracl...
2025-11-19 05:45