3 items3 sources1 stocks
Nasdaq (LightPath press release)-Oct 30, 12:00 PM
AI earnings, oil and yields shape technology-sector market backdrop
On October 30, Nasdaq reported that Q3 GDP grew at a 3.4% annual pace and headline PCE inflation was 3.6% year over year, up from 3.4%; oil remained above $100/barrel. The 10-year Treasury yield was below 4.95%, while AI-share selling left the Nasdaq-100 down 2% for the week. The report cited mixed Alphabet, Amazon and Intel earnings.
AIaicommoditiesearningsmacroartificial_intelligencesemiconductorsbonds_and_sovereign_debtinterest_ratesinflationequity_marketscorporate_earningsoil_and_gasmacro_economics
Benzinga-Oct 20, 12:00 PM
AI’s Most Watched Cooling Stock Has Fallen for 11 Straight Days: Analysts Now See a 50% Upside
Vertiv stock posts its longest losing streak on record after hot inflation hit AI infrastructure names, yet 23 of 25 analysts still rate it a Buy.
Bloomberg-Oct 18, 12:00 AM
AI Trade Reversal Pierces Asia’s Star Picks-and-Shovels Stocks - Bloomberg.com
AI Trade Reversal Pierces Asia’s Star Picks-and-Shovels Stocks - Bloomberg.com（摘要待生成）