Here are five themes Wall Street left behind while chasing a single trade
Citrini Research says the artificial intelligence trade is getting crowded and investors might start refocusing on some less popular sectors with promise.
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The big surprise for the year’s second half could be the AI trade powering higher. Why it
HSBC strategists say persistent scrutiny of the artificial-intelligence trade could be met with surprise this year, if valuations of those stocks start to climb again.
Sandisk’s stock could follow record-breaking quarter with another big jump, analysts say
As investors get more discerning in separating potential artificial-intelligence winners from losers, memory stocks have become a standout trade.
Amazon is laying out $1 billion to follow Palantir’s AI playbook
Packages aren’t the only thing Amazon.com is delivering: The company is now sending engineers directly to clients in order to bolster artificial-intelligence adoption.
Rapid spread of AI may worsen global inequality, UN warns
Panel proses shared framework for responsible AI development as adoption grows unevenly across worldA new United Nations report warns that the development of artificial intelligence may exacerbate global inequality and proposes a shared framework for how to responsibly develop AI
OpenAI ‘in early talks to give 5% stake to US government’
CEO Sam Altman argued move would share benefits of AI and it would involve other firms doing similar, report saysBusiness live – latest updatesOpenAI is reportedly in early stage talks to give a 5% stake in the ChatGPT developer to the US government as artificial intelligence com
Tesla sales surpass expectations for second quarter as Musk backlash seems to cool
Strong figures suggest Tesla’s auto business is regaining momentum after two straight annual sales declinesTesla blew past Wall Street estimates for second-quarter deliveries on Thursday, posting a record for the period as recovering demand in Europe outweighed persistent weakne
Michael Burry makes a bearish bet against hot memory stock Micron: reports
The ‘Big Short’ investor has intensified his gloom around the artificial intelligence trade with a reported fresh bearish bet on memory-chip maker Micron
AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extrao
A research team at UBS sees value creation in the artificial intelligence infrastructure sector soaring 600% in the space of four years, compared with just 100% for “hyperscalers.”
The U.S. and China are today’s leaders in AI. These countries could be the next-stage cham
Economists at Bank of America spotlight South Korea and the United Arab Emirates as likely to gain from both the build-out and adoption of artificial intelligence.
These biggest and ‘least loved’ stocks are the ones to pick ahead of earnings
Profit growth will overcome artificial intelligence concerns and lift the S&P 500, says Evercore ISI. O recorte ajuda a contextualizar a pauta dentro de Carreira.
Somali intelligence helps US arrest alleged leader of Minnesota fraud
US prosecutors reach into Somalia for a suspect in US fraud case. O recorte ajuda a contextualizar a pauta dentro de Geral.