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seekingalpha.comPOSITIVO

Growth, AI capex support U.S. stocks despite higher yields: Wells Fargo

[Abstract business graph of AI growth. market growth, analysis, and future projections.] MF3d While higher interest rates (SHY [https://seekingalpha.com/symbol/SHY]) (TLT [https://seekingalpha.com/symbol/TLT]) (IEF [https://seekingalpha.co…

seekingalpha.comPOSITIVO

Is Chinese AI really a bargain, and is U.S. spend spiraling?

[Businessman analysis stock chart in crisis covid-19 for investment in stockmarket and finance business planning selective stock for Stockmarket crash and Financial crisis] primeimages/E+ via Getty Images Two widely accepted narratives abo…

seekingalpha.comPOSITIVO

SoftBank’s Son warns of AI safety risks despite $65B OpenAI bet

[Open AI, Arm and SoftBank CEOs Attend Transforming Business through AI Event] Tomohiro Ohsumi/Getty Images News SoftBank Group (SFTBY [https://seekingalpha.com/symbol/SFTBY]) (SFTBF [https://seekingalpha.com/symbol/SFTBF]) Chief Executive…

seekingalpha.comPOSITIVO

AI spending to drive another strong S&P 500 earnings season, Goldman Sachs says

[Person checking investment portfolio on mobile phone and analysing financial reports on tablet with growth metrics] Images By Tang Ming Tung/DigitalVision via Getty Images Goldman Sachs expects the S&P 500 (SP500 [https://seekingalpha.com…

seekingalpha.comPOSITIVO

Federal Reserve Economic Data launches tool to address risks, challenges from AI visits

[Department of Treasury & The Federal Reserve] Douglas Rissing Federal Reserve Economic Data has launched Model Context Protocol Connector to address risks and challenges arising from AI visitors, according to [https://www.federalreserve.g…

seekingalpha.comPOSITIVO

Fed's Barr signals further rate hikes needed as inflation risks rise

[Federal Reserve Boards Meets To Discuss Capital Requirements For Big Banks] Kevin Dietsch/Getty Images News Additional interest rate hikes will likely be necessary to tame persistent inflation as upside price risks mount across the U.S. e…

seekingalpha.comNEUTRAL

Yields bite, but 'smart money' still gorging on AI - Vanda

[Facebook Covers Sign At Menlo Park Headquarters] Justin Sullivan/Getty Images News "Equity (SPY [https://seekingalpha.com/symbol/SPY]) (QQQ [https://seekingalpha.com/symbol/QQQ]) positioning has de-risked meaningfully this week as higher…

seekingalpha.comPOSITIVO

Resilient corporate earnings keep U.S. equity outlook up - Wells Fargo

[Wall street sign on manhattan] franckreporter/iStock via Getty Images Wells Fargo Investment Institute remains constructive on U.S. large-cap equities (SPY [https://seekingalpha.com/symbol/SPY]) (VOO [https://seekingalpha.com/symbol/VOO])…

seekingalpha.comNEGATIVO

AI-driven market momentum is vulnerable amid debt surge, BIS warns

[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images The Bank for International Settlements is warning that the artificial intelligence-driven equity rally is exhibiting growing vulnerabilities as investors increasin…

seekingalpha.comPOSITIVO

Bridgewater’s Jensen says AI could kill people before action is taken

[Robotic Hand Reaching for Warning Alert Symbol with Digital Icons Representing Cybersecurity Threats and Data Protection Concepts in a Futuristic Setting] Blue Planet Studio/iStock via Getty Images Bridgewater's co-chief investment office…

finance.yahoo.comPOSITIVO

Goldman Sachs Has Blunt Message for AI Stock Investors

This article first appeared on GuruFocus. Goldman Sachs strategist Tony Pasquariello has a blunt message for AI stock investors: stop demanding precise returns from spending companies consider unavoidable. Hyperscaler capital expenditures…

seekingalpha.comPOSITIVO

Next leg of AI trade hinges on monetization pace - HSBC

[Businessman touching the brain working of Artificial Intelligence ( AI ) Automation, Predictive analytics, Customer service AI-powered chatbot, analyze customer data, business and technology] Shutthiphong Chandaeng/iStock via Getty Images…

seekingalpha.comPOSITIVO

Tencent unveils new AI model it claims outperforms Z.AI, Moonshot: report

* Tencent Holdings (TCEHY [https://seekingalpha.com/symbol/TCEHY]) is said to have released a foundation model it says outperforms rivals Z.AI Co. and Moonshot AI in internal tests, claiming a place among China’s top artificial intelligenc…

seekingalpha.comPOSITIVO

Why tech investors should track Senate race - RenMac

[Robotic hand pressing a keyboard on a laptop 3D rendering] Guillaume/iStock via Getty Images A striking technical pattern is emerging as midterm elections approach: the fate of artificial intelligence (AIQ [https://seekingalpha.com/symbol…

finance.yahoo.comPOSITIVO

Can AI Help You Beat the Stock Market? The Answer May Surprise You

Quick Read Since 2017, AIEQ gained 100% while the S&P 500 returned nearly 200%, exposing AI stock-picking's persistent long-term underperformance. AMOM beat the S&P 500 by 7 points YTD, but true AI stock-picking ETFs charge up to 25x more…

finance.yahoo.comPOSITIVO

Has AI gotten any better at stock picking?

- Getty Images Artificial intelligence continues to struggle in picking market-beating stocks. This surprises many on Wall Street, since AI models supposedly are getting more sophisticated and less prone to hallucinations. But that doesn't…

seekingalpha.comPOSITIVO

Rising real yields give S&P 500 a reality check

[Trading charts background] da-kuk/E+ via Getty Images The real, or inflation-adjusted, yield on the 10-year U.S. Treasury note (US10Y [https://seekingalpha.com/symbol/US10Y]) has been mired in a persistent surge that threatens to weigh he…

seekingalpha.comPOSITIVO

AI boom opens rare bitcoin 'time machine' dip - Cameron Winklevoss

[Bitcoin Cryptocurrency concept] Olemedia/E+ via Getty Images For years, digital assets moved in near lockstep with global money supply expansions. However, while global money supply has continued its steady climb—recently surpassing a rec…

seekingalpha.comPOSITIVO

Cheaper AI models are reshaping AI trade, but demand for computing remains strong: UBS

[Futuristic AI brain chip interface and digital technology icons over modern city skyline at night representing artificial intelligence concept.] ismagilov The rapid adoption of lower-cost open-source artificial intelligence models is chan…

seekingalpha.comNEGATIVO

Michael Burry criticizes AI's 'bad start,' warns of a 'parameter trap'

Astrid Stawiarz Famed investor Michael Burry on Friday voiced strong criticism of the current trajectory of AI development, arguing that the industry is caught in a fundamentally flawed approach. In a Substack note on his "Cassandra Unchai…

seekingalpha.comPOSITIVO

Broad AI anxiety contrasts with strong personal job security - survey

[Artificial intelligence circuit board 5] Jonathan Kitchen Market sentiment regarding AI's (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) impact on employment remains largely pessimistic—yet a str…

seekingalpha.comPOSITIVO

Equity positioning sees sharpest unwind in 15 years as AI trade cracks - Vanda

[Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.] SweetBunFactory/iStock via Getty Images Equity…

seekingalpha.comPOSITIVO

AI rally faces 'imminent' threat from token cost surge - Wells Fargo

[Close up image of microchip. Integrated circuit IC macro photograph.] Ismed Syahrul/iStock via Getty Images The AI-fueled market rally (SPY [https://seekingalpha.com/symbol/SPY]) (DIA [https://seekingalpha.com/symbol/DIA]) (QQQ [https://s…

seekingalpha.comPOSITIVO

AI infrastructure boom benefiting more than just big tech - Liz Ann Sonders

The artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) buildout is creating opportunities across the market, not just within mega-cap technology stocks (MGK [https://seekingalp…

seekingalpha.comPOSITIVO

The chart AI bulls can't ignore

[Artificial Intelligence digital concept - AI. innovations and technology, digital world] Vertigo3d/iStock via Getty Images A single chart may hold the key to understanding whether the AI (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ […

seekingalpha.comPOSITIVO

'AI exceptionalism' spreads beyond U.S.

[AI - Artificial Intelligence concept. Ai sign inside light bulb.] Vertigo3d/E+ via Getty Images The artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/symbol/AIEQ]) revolution is reshaping…

seekingalpha.comPOSITIVO

AI’s impact on jobs stays limited despite rising adoption - Pantheon Macro

[Artificial Intelligence processor unit. Powerful Quantum AI component on PCB motherboard with data transfers.] da-kuk/E+ via Getty Images Artificial intelligence (AIQ [https://seekingalpha.com/symbol/AIQ]) (AIEQ [https://seekingalpha.com/…

seekingalpha.comPOSITIVO

Crypto is like ESG with no real impact on financial industry — Minneapolis Fed's Kashkari

[Federal Reserve Bank of Minneapolis / Marquette Plaza building] mtcurado/iStock via Getty Images Crypto is like ESG for libertarians, and its impact on the financial industry will be nothing, according to Minneapolis Federal Reserve Bank…

seekingalpha.comPOSITIVO

JPMorgan's David Kelly calls oil and tariff pressures 'temporary'

[Trading charts background] da-kuk/E+ via Getty Images JPMorgan Asset Management’s chief global strategist David Kelly on Thursday expressed optimism about the U.S. economic outlook, characterizing current oil market disruptions and tariff…

seekingalpha.comPOSITIVO

Geopolitical uncertainty prompts conservative investment stance—Morgan Stanley

[Wall Street sign, New York City, USA] mbbirdy/E+ via Getty Images Ben Huneke, head of Morgan Stanley Investment Management, is urging clients to take a more conservative approach as geopolitical uncertainty continues to roil markets (SP50…

seekingalpha.comPOSITIVO

Stocks that dipped the most in November are ‘grotesquely over-valued’ – David Bahnsen

[Abstract financial graph with up trend line candlestick chart in stock market on neon light colour background] champc David Bahnsen, American portfolio manager and founder of The Bahnsen Group, cautioned investors against blindly buying d…

seekingalpha.comPOSITIVO

The AI investment trend ‘appears intact’ despite recent market turbulence – strategist

[AI Finance, growing business concept related to finance Improvements increase profits moving forward. Financial market success goals With AI technology] WANAN YOSSINGKUM Dan Greenhaus, chief strategist at Solas Alternative Asset Managemen…

seekingalpha.comPOSITIVO

AI sector now sees revenue growth through inference applications, not just model building – analyst

[Mettalic robot hand holding a glowing globe] Paper Boat Creative Matthew Bryson, managing director of Research at Wedbush Securities, expressed cautious optimism about AMD’s (AMD [https://seekingalpha.com/symbol/AMD]) growth prospects whi…

seekingalpha.comPOSITIVO

The AI trade resembles a boom rather than a bubble – Piper Sandler’s Michael Kantrowitz

[Binary Code Data Transfer, AI, Cloud Computing] kontekbrothers The current AI investment trend shows “some echoes of bubble-esque behavior” but is better characterized as a boom, according to Michael Kantrowitz, Piper Sandler chief invest…

seekingalpha.comPOSITIVO

AI investments are ‘justified’ and ‘sustainable’ as long as companies sees outsized productivity revenue – GS

[AI Trading Concepts] BlackJack3D Artificial intelligence spending justifies the current investments in tech and infrastructure and is seen as sustainable, according to Goldman Sachs. Economists are forecasting that AI-related spending wil…

seekingalpha.comPOSITIVO

Why an AI ‘land grab’ environment puts stock valuations in a frenzy

[Developing Digital Coin Investments With Artificial Intelligence Robot] Devrimb/iStock via Getty Images Karen Finerman, cofounder and CEO of Metropolitan Capital Advisors, believes the artificial intelligence sector (NYSEARCA:AIEQ [https:…