已收盘 11-13 16:00:00 美东时间
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Investor Michael Burry agreed with the Founder, CEO, and Co-Chief Investment Officer of Citadel LLC, Ken Griffin‘s assessment that graphics processing unit (GPU) prices will fall due to overcapacity, stating the outcome is apparent to anyone with a “working brain cell.” Burry Agrees With Citadel CEO...
10-26 16:15
Legendary investor Paul Tudor Jones is warning that while the stock market may enjoy a strong fourth quarter, 2027 is shaping up to be a difficult year for equities. In an interview with CNBC, the fou...
10-13 21:40
Artificial intelligence could disrupt the digital economy in much the same way the internet once upended the physical economy, according to Ulrike Hoffmann-Burchardi, Americas CIO at UBS. In an interv...
10-13 01:00
Citi Wealth remains constructive on the multiyear artificial-intelligence investment cycle and places it in the early-to-middle stages, even as debate over the scale of the buildout grows louder. The ...
10-08 02:36
Robots are not about to hollow out the workforce, Apollo's chief economist Torsten Slok argued. A new Anthropic paper estimates that present-day machines could substitute for roughly 300,000 jobs in a...
10-05 20:39
Leadership in artificial-intelligence stocks has widened dramatically since the start of 2024. The Bloomberg Global AI Index has advanced 118% and now trades near its all-time high, while the MSCI Wor...
09-28 21:22
President Trump dismissed concerns about AI causing human extinction, telling reporters in Dallas, "No, I don't have any." “I have concerns that if we don’t win AI, we’re going to be put in a very bad...
09-11 12:07
Investors should take growing warnings over an artificial intelligence bubble seriously, but assuming the current AI buildout will end in another dot-com-style crash could prove premature, according t...
09-08 21:42
BlackRock remains convicted in AI equities after a summer sell-off it views as driven by positioning and leverage rather than any deterioration in underlying fundamentals. Strong second-quarter result...
09-01 23:53
Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely hurt traditional, Warren Buffett–style value equities. The Discount Rate Threat Patel argues that as frontier labs like OpenAI or Anthropic rapidly scale compute...
08-26 15:19