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Active Funds have once again underperformed Large Cap, has the investors' "stock picking dream" been shattered?
In 2024, actively managed Large Cap Funds have once again been left behind by the Index. Can the stock-picking skills of renowned fund managers break through the monopoly of "Technology giants"?
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Express News | Adobe Inc : Deutsche Bank Cuts Target Price to $475 From $600
Wells Fargo & Co lowered the Target Price for Adobe to $640.
Gelonghui, January 8|Wells Fargo & Co: Lowered Adobe's Target Price from $700 to $640, maintaining a "Shareholding" rating. (Gelonghui)
Deutsche Bank Downgrades Adobe(ADBE.US) to Hold Rating
Tech Selloff Drives Nasdaq Down by 1.9%