Bill Ackman Says META and AMZN Are 'Cheap Stocks' Despite Their Massive Size

Benzinga55minutes ago

Trump’s newly appointed 'AI Czar' resigns, adding uncertainty to the White House AI strategy

Chris Fall, Director of the U.S. Center for AI Standards and Innovation (CAISI), announced his resignation just three months into his tenure, becoming the third senior AI regulatory official to depart the Trump administration this year. Amid frequent leadership changes and the marginalization of key decision-making bodies such as the 'Gold Eagle' initiative, the technology sector is calling for the establishment of an industry-led standards body akin to FINRA, significantly increasing uncertainty around the White House’s AI regulatory strategy.

wallstreetcn14:21

Can you really earn easy money just by securing trillion-yuan orders? This might be the biggest 'myth' in the AI industry chain!

① At present, a series of interlocking, massive long-term contracts has become the commercial linchpin sustaining the artificial intelligence boom; ② yet, one question that few may have considered is this: if this boom were to subside, would these contracts remain firmly enforceable?

cls.cn14:14

'IRGC Claims Strike On Amazon Data Infrastructure In Bahrain' - Al Jazeera

Benzinga13:58

Behind AI's cash burn, Wall Street has invented a new business

Morgan Stanley is turning AI data center financing into a new asset class. By pioneering a securitization model that bundles the creditworthiness of tech giants like Google with long-term computing power contracts, its capital markets fees surged by more than 60% in the first half of this year to $2.3 billion, making it the world’s second-largest player. However, as financing extends from data centers to chips, credit risks are quietly accumulating—whether this $10 trillion boom can be sustained ultimately hinges on whether AI demand materializes.

wallstreetcn11:04

AI-driven momentum trading faces challenges as Goldman Sachs reports hedge funds have recorded record sales of U.S. tech stocks over the past two months.

Goldman Sachs noted that hedge funds have been net sellers of the technology sector in six out of the past eight weeks. Cumulatively, the market value of their holdings in this sector has declined by approximately 10%, marking the largest reduction in over a decade of data tracking. Goldman Sachs analysis indicates that panic selling has emerged in the technology sector; although fundamentals related to AI infrastructure remain solid, the sector will continue to face near-term challenges.

wallstreetcn05:16