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.
Crown Castle Unusual Options Activity For September 12
Strength should not be underestimated! In a volatile market, are these AI stocks surprisingly more resistant to decline than nvidia?
After experiencing the 'Black Monday' in early August, many stocks have rebounded strongly and performed extremely well. Some stocks have even shown significantly better resilience and rebound strength than Nvidia.
The first debate effect is evident! 'Harris trade' goes up, 'Trump trade' goes down. How should we trade if the situation changes?
CITIC Securities reminds that previous US elections have often been accompanied by frequent changes in the situation, such as the "email gate" incident involving Hillary in 2016, which led to a significant change in the polls. Therefore, there is still the possibility of unexpected changes in the subsequent election situation.
IBM to Book $2.7B Charge Related to Transfer of Pension Obligations
Stock prices hit a historic high! Long-standing giant IBM quietly revives with the help of AI, potentially becoming a top choice for stable investments in the technology sector.
Although IBM's AI business is still in its infancy, investment industry professionals say that IBM is a stock that "slowly and steadily wins the game", its stable predictability is very suitable for long-term investors with a 15 to 20-year investment horizon or those who wish to receive dividend income.
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Bank of America Merrill Lynch raises rating to "overweight"! Is the utility sector worth paying attention to?
Bank of America believes that the increase in volatility and the decrease in interest rates will result in better returns for utility stocks, surpassing the performance of technology stocks.
Behind the Scenes of IBM's Latest Options Trends
Public Storage Shares Are Trading Steady After RBC Capital Initiated Coverage With a Sector Perform Rating and a $358 Price Target.
Deutsche Bank Maintains Hold on Mid-America Apartment, Raises Price Target to $163
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