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

William Blair Maintains Braze(BRZE.US) With Buy Rating

Futu NewsDec 21 02:31 · Ratings

Braze's Strategic Positioning and AI Capabilities: A Buy Recommendation Amidst Market Refresh Cycle

TipRanksDec 21 01:28 · Ratings

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

Braze Insider Sold Shares Worth $367,005, According to a Recent SEC Filing

MT NewswiresDec 18 07:00

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