Coca-Cola, IBM Share Losses Lead Dow's 430-Point Fall

MarketWatch03:25

It is not that the AI bubble is about to burst, but rather a flight from overcrowded trades—Wall Street’s strategic focus is shifting from 'AI compute beta' to 'cash flow alpha.'

Top strategist teams from Wall Street firms such as Citi and Morgan Stanley have fully shifted their strategic focus away from 'AI compute infrastructure beta' toward high-quality, low-momentum, cash-rich cyclical sectors with strong fundamentals and defensive stocks—segments that have significantly underperformed technology stocks in terms of year-to-date gains.

Zhitong FinanceJul 17 21:11

Here's a Rapid-fire Update on Our Stock Portfolio, Including the 5 Names to Buy

CNBCJul 17 02:50

We're Trimming Our Hedge on Lower Rates, Which May Take Longer to Materialize

CNBCJul 17 01:40

Skelly Returns: Home Depot Stock (NYSE:HD) Gains as Halloween Returns

TipRanksJul 17 00:01

Consumer-Discretionary Stocks Are 'Coiled' for a Rebound. But Which Ones? -- Barrons.com

Barron'sJul 16 13:30