Hardware VS Software! A fierce battle for positions is unfolding in the AI sector of the US stock market. Who will dominate in 2025?

Regarding the upcoming year 2025, how to choose AI Hardware and AI Software has become the focus of investors' attention.

Futu News18:11

AI applications are accelerating penetration, and the stocks of Microsoft, ServiceNow, and other software companies continue to rise.

Stifel indicates that Microsoft and some Software companies are expected to continue their growth through AI monetization by 2025.

Zhitong FinanceDec 19 15:24

ADP to Announce Second Quarter Fiscal 2025 Financial Results on January 29, 2025

PR NewswireDec 18 21:00

Here's Why We Think Automatic Data Processing (NASDAQ:ADP) Is Well Worth Watching

Yahoo FinanceDec 16 21:00

Behind the "monthly salary over ten thousand": What are the "AI agents" that tech giants are competing to launch?

① OpenAI is open to launching a subscription service priced at "2000 dollars/month" and mentioned that in the future, it may charge enterprise users based on the value they gain from using AI; ② At the application level, "AI agents" are viewed as the products with the most straightforward commercialization logic due to their ability to "replace workers"; ③ Even though AI agents are still in the early stages, workers need to start thinking about where their future lies.

cls.cnDec 16 17:04

What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...

① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.

cls.cnDec 16 10:27