Where is the AI bubble? Goldman Sachs' chief strategist: Not in US stocks like NVIDIA, but in…

①David Kostin, Goldman Sachs’ chief U.S. equity strategist, believes that the artificial intelligence bubble is not in tech giants like NVIDIA at the forefront of the industry, but rather in the private markets; ③He pointed out that the top ten companies in the S&P 500 Index have a price-to-earnings ratio of approximately 30 times, significantly lower than during the peaks of 2021 and the internet boom, and financing trends also do not indicate overheating.

cls.cn12minutes ago

Amid the AI boom, delays in server deliveries have dimmed Hewlett Packard Enterprise's performance, but the narrative around AI computing power remains strong.

Hewlett Packard Enterprise's earnings outlook fell short of market expectations, but with support from AMD and Broadcom, it is betting on the next big surge in computational demand.

Zhitong Finance07:29

Super Micro Computer Inc. Stock Underperforms Thursday When Compared To Competitors Despite Daily Gains

MarketWatch06:10

Super Micro Computer Options Spot-On: On December 4th, 199.12K Contracts Were Traded, With 2.38 Million Open Interest

On December 4th ET, $Super Micro Computer(SMCI.US)$ had active options trading, with a total trading volume of 199.12K options for the day, of which put options accounted for 20.71% of the total

Futu News05:30

Four key 'tailwinds' to support the stock market in 2026! JPMorgan recommends focusing on AI, cyclical stocks, and markets such as China.

① JPMorgan strategists believe that, despite the weakness in the stock market due to concerns over AI trading and uncertainty regarding the Federal Reserve's rate-cutting path, now is the time to strategically increase equity exposure; ② A robust outlook for the U.S. economy, sustained strong corporate earnings, receding tariff concerns, and an optimistic international market outlook are expected to drive the stock market through early next year.

cls.cnDec 4 17:43

This Insider Has Just Sold Shares In Super Micro Computer

Simply Wall StDec 3 18:25