Has AI Trade in the US stock market come to an end? Goldman Sachs voiced that investors will return, and the "third phase of AI Trade" is the most worthy of attention.

Goldman Sachs believes that ongoing technological advancements and profit growth will refocus investors on AI stocks, remaining bullish on their long-term prospects. It is expected that as corporate AI capital expenditure growth slows and AI costs continue to decline, investor attention will shift from the infrastructure of the second stage to the revenue-generating applications of the third stage, with a bullish outlook on companies such as Palantir, Cloudflare, SentinelOne, and GitLab.

wallstreetcnMar 10 16:30

Goldman Sachs Expects the AI Trade to Continue Sooner Rather Than Later

Yahoo FinanceMar 7 21:13

ABB LTD To Go Ex-Dividend On March 31st, 2025 With 0.92484 USD Dividend Per Share

February 27th (Eastern Time) - $ABB LTD(ABLZF.US)$ is trading ex-dividend on March 31st, 2025.Shareholders of record on April 1st, 2025 will receive 0.92484 USD dividend per share on April 2nd, 2025.

Futu NewsFeb 28 08:45

Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.

Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.

wallstreetcnFeb 25 21:51

"Let's fight!" OpenAI may release GPT-4.5, targeting Musk's Grok3.

AI, major emergency!

Brokerage ChinaFeb 18 15:20

The opportunity has arrived?! Morgan Stanley: The surge in AI capital expenditure may drive growth in the retail Sector.

Wall Street is closely watching the large-scale capital expenditure plans of major Technology companies in 2025, but Morgan Stanley pointed out on Wednesday (February 12) that another class of Stocks will also benefit from the AI investment wave — the retail Industry.

FX168Feb 13 22:18