交易中 07-09 10:44:48 美东时间
+0.726
+1.32%
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 ...
今天 00:06
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
IBM Vice Chairman Gary Cohn warned that the stock market would be floundering this year if investors stripped out the massive momentum of the artificial intelligence and energy trades. He noted that t...
06-23 22:35
The current selloff in tech and AI stocks is “healthy” and "good for the markets" because it prevents dangerous euphoria from building up, according to Andrew Slimmon, senior portfolio manager at Morg...
06-23 21:29
Artificial intelligence is currently having a slightly inflationary effect on the economy rather than the deflationary impact many expect, according to Drew Matus, chief market strategist at MetLife I...
06-12 02:21