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

OpenAI has canceled the independent release of the o3 model and will launch GPT-5, which integrates multiple technologies, in the coming months.

On Wednesday, Altman stated that the company is close to releasing a new AI model called GPT-4.5, which will be the last "non-thinking chain model" launched by OpenAI. GPT-5 is expected to be released in the coming months, integrating multiple AI technologies such as the company's o3, indicating that the release plan for the o3 model has been canceled.

wallstreetcnFeb 13 07:40

ABB Ltd. (ABBNY) Q4 2024 Earnings Conference Call Transcript Summary

Futu NewsFeb 3 20:17 · Conference Call

AI applications, humanoid robots....... Ten industrial trends worth paying attention to in 2025.

The trend of new momentum industries represented by AI, high-end manufacturing, and new Consumer is expected to gradually reflect investment opportunities in the stock market.

Yao Wang's futureJan 30 18:59

DeepSeek amazes the Global audience, as the two giants of the USA model voice: it is not more advanced than us.

Anthropic CEO Amodei believes that the reduced training costs of DeepSeek align with Industry trends and do not represent a groundbreaking technological achievement: assuming the decline in AI training costs is four times each year, if the training cost of DeepSeek-V3 is about eight times lower than the current USA model developed a year ago, it is actually fully in line with the normal trend... even if the training cost data of DeepSeek is accepted, they are merely on the Trendlines, and may not have fully reached them.

wallstreetcnJan 30 17:53

Overnight, the AI community in the USA began discussing DeepSeek, while shareholders are anxiously asking, "Is this shorting NVIDIA?"

One week after the release of the R1 model, the mysterious AI company DeepSeek from China went viral on major media outlets and social networks in the USA.

wallstreetcnJan 26 09:35

Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.

Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.

Zhitong FinanceJan 23 10:54

Tech Companies Could Report Strong 4Q Earnings on AI Tailwind -- Market Talk

WSJJan 22 11:20

Gamma Data: In 2024, the Global AI industry financing amount exceeded 400 billion yuan, a year-on-year growth of over 77%.

In 2024, the Global AI industry financing amount exceeded 400 billion yuan, with a year-on-year growth of over 77%. The financing amount for general models reached 266.5 billion, accounting for over 50% of the total financing amount.

Zhitong FinanceJan 16 20:42

Biden is taking significant actions! He has signed an executive order to accelerate the development of AI infrastructure.

① The President of the USA, Biden, signed an executive order to advance AI infrastructure development, focusing on the Energy demands of Datacenters; ② The order requires the USA Department of Defense and the Department of Energy to lease federal land for the private sector to build AI Datacenters and clean Energy facilities; ③ The policy aims to accelerate the construction of the next generation of AI infrastructure in the USA, enhancing economic competitiveness, National Security, and the use of clean Energy.

cls.cnJan 15 07:31

Top Analyst predicts: In 2027, the "AI bubble" may burst, potentially triggering a stock market crash.

FX168 Financial News (North America) reports that the frenzy in the Global stock market driven by the Technology Sector may last for several years, but it could ultimately face the fate of a market bubble burst.

FX168Jan 14 22:49

Breaking Down The Myths Of AI

Business TodayJan 14 11:13

Elon Musk Agrees That We've Exhausted AI Training Data

TechCrunchJan 9 12:01

Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.

Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.

wallstreetcnJan 8 16:23

AI startups are driving a recovery in the USA venture capital market, with total financing in 2024 increasing by nearly 30% year-on-year.

According to data released by PitchBook on Tuesday (January 7), AI startups have played an important role in driving the recovery of the USA venture capital market from its low point, with total venture capital reaching 209 billion USD in 2024, an almost 30% year-on-year increase.

FX168Jan 8 03:20