Shares of Companies Within the Broader Tech Sector Are Trading Lower Amid Overall Market Weakness Due to a Rise in Yields Following December Jobs Data.

Benzinga03:24

Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...

Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.

wallstreetcnJan 10 16:47

Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?

Is the interest rate cut no longer happening.

wallstreetcnJan 8 17:33

"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.

① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.

cls.cnJan 7 18:50

Stifel forecasts the "beneficiaries" of simulated connectivity and processor stocks for 2025, praising NVIDIA as still the "most outstanding player" in the fields of AI and accelerated computing.

Stifel stated that NVIDIA remains the "best idea" for AI and accelerated computing in 2025, while emphasizing the top ten trends in simulation connectivity and processors, as well as applications and emerging technologies.

Zhitong FinanceJan 7 17:16

Nvidia Remains "Best Idea" for AI/Accelerated Compute in 2025: Stifel

Seeking AlphaJan 6 23:56