Famous Analyst warns: the Technology bubble is approaching a "critical point", be wary of large hedge funds selling off.
Kaplan, the CEO of True Contrarian blog and newsletter, believes that the current technology bubble in U.S. stocks has grown larger... the current bear market may have already begun. He also stated that if stocks like QQQ drop by 20%, those funds worth trillions of dollars will sell off at the same time.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
Here Is What to Know Beyond Why Cisco Systems, Inc. (CSCO) Is a Trending Stock
Why the 'Dogs of the Dow' Stocks Just Might Deliver in 2025
Dow Rallies 117 Points On Gains For NVIDIA Corp., UnitedHealth Stocks
Empowering Global Communities Through Cisco Networking Academy: A Framework for Lasting Impact
A retrospective on the OpenAI series of conferences: From tools to AGI, the evolution of OpenAI in 12 days.
In the first four days, the official version of o1, Sora, and Canvas were launched with great impact; after a few days of 'silence' in between, the last day directly revealed a game-changer—GPT-o3, which broke the skepticism surrounding the bottleneck in AI development.
Cisco Systems Rises 16% in a Year: Buy, Sell or Hold the Stock?
CITIC SEC: How to view the impact of the FED's "hawkish" rate cut on US Technology stocks?
In the next 12 months, maintain an optimistic view on the US Technology Sector, with the Software SaaS Sector being the top pick, and the Hardware & Semiconductors Sector focusing on the two main lines of GenAI opportunity Diffusion and the cyclical industry recovery.
Low-Volatility Funds From Vanguard and Others Sound Ideal for This Market. Why They Might Not Be.
Why Is Cisco Systems, Inc. (CSCO) Among the Best Dividend Stocks to Invest In?
The Zacks Analyst Blog Highlights Goldman Sachs, Chevron, International Business Machines and Cisco
Why Big Tech Became a Huge Wreck Across the Nasdaq Last Night
Will there be only one interest rate cut next year? The Federal Reserve suddenly releases hawkish signals, causing Wall Street to collectively fall into panic.
The Federal Reserve lowered interest rates by 25 basis points as expected on Wednesday, but this did not stop investors from mass selling off risk Assets.
Dow's Drop: How Blue-chips Have Fared During Index's Peak Turned Worst-run in Decades
Cisco's FY24 Purpose Report: Looking Back While Looking Ahead
Today's Analyst Rating | Daiwa Initiates Coverage on Apple With Target Price of $275, Alphabet-C Price Target Raised to $232 by J.P. Morgan
Dec 18, Wall Street analysts have updated their stock ratings today including $Apple(AAPL.US)$ and $Alphabet-C(GOOG.US)$.
Q2 Metals Expands Cisco Lithium Claims
Morgan Stanley raised Cisco's Target Price to 68 dollars.
Gelonghui, December 18: Morgan Stanley has raised the Target Price for Cisco from $62 to $68, maintaining a "Shareholding" rating. (Gelonghui)