AI Likely Key Driver of Equity Market Returns -- Market Talk
China International Capital Corporation: AI+ code is a practical and commercially leading AI application scenario.
China International Capital Corporation believes that the improvement of AI application capabilities relies on both the enhancement of model capacity and the deep understanding of application scenarios and accurate grasp of customer needs.
Bank of America's sharp commentary on the AI boom: Just getting started, equivalent to the "early days of the internet in 1996"!
① Bank of America Merrill Lynch said that the AI boom is still in its early stages, much like the development of the internet in the 1990s. ② The bank said that the impact of AI will be felt earlier than previous technology booms.
Huang Renxun, Altman and other American AI experts gathered at the White House to discuss AI infrastructure layout with the Biden team.
Attendees include NVIDIA CEO Huang Renxun, OpenAI CEO Sam Altman, Anthropic CEO Dario Amodei, Google President Ruth Porat, and Microsoft President Brad Smith. The conference focused on how to integrate the public and private sectors, discussing the energy usage of AI, datacenter capacity, semiconductor manufacturing, and power grid capacity.
4 Big Data Stocks to Buy With Solid Short-Term Price Upside Potential
Buy Insurance and Sell Software – Oppenheimer Asset Management
BlackRock: It will take time for capital expenditures to fully translate into revenue. Patience is still needed for artificial intelligence.
Blackrock believes it may take some time to see the capital expenditure of ai fully converted into income.
Shares of Software Companies Are Trading Lower Amid Overall Market Weakness. Weakness May Be Due to August's ISM Manufacturing PMI Data Indicating an Economic Contraction.
Artificial Intelligence (AI) Market Size to Achieve USD 3,680.47 Bn by 2034
What does the volatility of AI stocks mean? Morgan Stanley: This round of the semiconductor cycle is about to peak!
Daiwa's statement suggests that the market reaction to nvidia's financial report indicates that the current industry cycle is approaching its peak. The semiconductor industry reaches supply and demand balance approximately every two years, and the key point for the next phase of trade is whether AI demand will be released ahead of schedule before 2025-2026.
After a night of terror, the market has regained its faith in AI, and the expectation of interest rate cuts is expected to continue to drive the rise of US stocks.
The market performed relatively calmly in early trading on Thursday, as investors speculate that the AI revolution is still not subsiding and the currency market is betting that the Fed's interest rate cut this year could reach 100 basis points, which is comforting for them.
Vanguard Economist: Can AI Boom Justify High Stock Valuations?
California AI bill "splits" Silicon Valley: Musk leads support, opponents worry about "inhibiting innovation".
This week, the California Legislature will make a difficult vote on the controversial AI bill. Musk, who claims to be an advocate for AI regulation, believes that the bill should be passed. Opponents strongly criticize the bill for stifling innovation and threatening California's unique position as a global leader in AI.
ANSYS Stock Outlook: Is Wall Street Bullish or Bearish?
Bain & Company: Large-scale mergers and acquisitions are mainly concentrated in the energy industry. M&A activities in the technology industry remain active.
Bain & Company releases its mid-year report on the global mergers and acquisitions market in 2024.
LG Innotek Collaborates With World-leading Partner to Drive Its Digital Twin Technology
Is AI an opportunity or a risk? The world's top 500 companies have given their answer.
According to Arize AI's research platform on annual financial reports, more than half of the Fortune Global 500 companies list artificial intelligence as a potential risk factor for their business.
(ANSS) - Analyzing Ansys's Short Interest
ANSYS' (ANSS) Takeover by Synopsys Reportedly Under Scrutiny
ANSYS' (NASDAQ:ANSS) Five-year Earnings Growth Trails the Respectable Shareholder Returns