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Equinix Collaborates With Cisco, Nvidia to Deploy AI Factories
Too cold at the top? Bank of America fund manager survey: Over half of managers believe AI is still in a 'boom phase,' but some are 'cashing out from elevated positions.'
A Bank of America survey shows that 56% of fund managers believe AI is still in a 'boom phase,' and 80% consider long positions in semiconductors to be the most crowded trade in history. As concerns over an AI bubble intensify, institutions have begun reducing exposure to technology stocks and global equities at elevated levels, increasing cash allocations, and shifting some capital toward defensive sectors such as financials and telecommunications—though most investors remain optimistic about AI’s long-term outlook.
U.S. Markets Close | U.S. and Iran Reach Interim Agreement; Nasdaq Surges 3%; SpaceX Jumps Nearly 20% on Second Day of Listing; AI Trading Makes Strong Comeback as Storage Sector's Big Four Hit Record Highs, Micron Rises Over 10%; Oil Prices Plunge 5%, Go
On Monday, the Nasdaq Composite surged 3%, while the Dow Jones Industrial Average closed at a record high. SPCX jumped 20% in a single day, extending its strong performance following its IPO on Friday. Oil prices declined immediately after news of the agreement emerged, with WTI crude futures plunging more than 4% to settle at $81.49 per barrel—the lowest level in three months.
Dow Tops Record High, and Here's How All 30 Stocks Rank According to SA Quant Ratings
Chainguard Launches Athena, the Industry Coalition to Fix Open Source Vulnerabilities Before Attackers Can Find Them
Express News | Announced at Kaltura Connect on the Road 2026: IBM, Accenture, Mcdonald’s, Bank of America, Vanguard, Cisco, and More Are Among the Winners of This Year’s Kaltura Digital Engagement Awards