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.
Quantum Computing Stocks Are Having a Rough Week. Investors Should Look to the Future. -- Barrons.com
The Stock Market Is Partying Like It's the '90s. There Are Some Big Differences. -- Barrons.com
Express News | Google must face a collective lawsuit regarding mobile privacy and a potential trial.
Delta Expands Premium Travel Experience With Uber, YouTube, and Joby Partnerships
Wiz Names Merchant CFO as It Nears IPO Following Busy 2024
Express News | Google will update its political content policy in January 2025 to incorporate forms related to restrictions in California.
4 Communication Services Stocks With Whale Alerts In Today's Session
Express News | Microsoft and Google each donated 1 million dollars to Trump's inauguration Fund.
Google, Apple Defend Mobile Browser Policies Against U.K. Antitrust Scrutiny -- Market Talk
Google Joins Party as Latest Big Tech Firm to Donate to Trump Inauguration: Report
GoSpotCheck by FORM Delivers Augmented Reality on Google Devices
Informatica Expands Partnership With Google Cloud to Offer Data Governance Product
Tech's AI Ambitions Could Mean Layoffs. Here's the Latest From Microsoft. -- Barrons.com
Express News | A spokesperson stated that Google has donated 1 million dollars to Trump's inauguration ceremony.
BofA Securities Maintains Alphabet-C(GOOG.US) With Buy Rating, Maintains Target Price $210
Danger! U.S. Treasury yields are approaching the critical level of 5%, and a new wave of stock market sell-off may be coming.
The yield on U.S. Treasury bonds is rapidly rising to its highest level since October 2023, approaching a critical threshold that has historically triggered stock market sell-offs, causing panic in the market.
Arm, SoftBank Reportedly Exploring Ampere Computing Acquisition
AI has triggered a wave of layoffs on Wall Street! The number of unemployed individuals in the next three years may exceed 200,000.
The report indicated that in the next 3 to 5 years, due to AI 'encroaching' on human jobs, Global Banks will lay off up to 200,000 people, with backend, mid-office, and Operation positions facing the highest risks. At the same time, 80% of respondents expect that generative AI will increase productivity and income by at least 5% during this period.
Ex-Google CEO Eric Schmidt Invests In 3D-Printed Rocket Maker As SpaceX-Led Space Race Heats Up