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.cnDec 5 20:01

NICE Ltd. (NICE): A Bull Case Theory

Yahoo FinanceDec 5 03:13

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

The strongest open-source model rivals top closed-source models! DeepSeek releases the V3.2 series, with reasoning capabilities on par with GPT-5.

DeepSeek has released and open-sourced two models in the V3.2 series. The V3.2 model focuses on everyday applications, with reasoning capabilities reaching the level of GPT-5, marking the first time that a thinking mode has been integrated with tool invocation. The V3.2-Speciale model is dedicated to achieving extreme reasoning performance and has won gold medals in four international competitions: IMO, CMO, ICPC, and IOI. Both models have now been open-sourced on HuggingFace and ModelScope, indicating that the performance gap between open-source and closed-source commercial models continues to narrow, with open-source models now reaching top-tier standards.

wallstreetcnDec 1 19:38

NiCE Announces Upcoming Conference Participation

Yahoo FinanceNov 28 21:30

AI Is Remaking Shopping. These Companies Are the Leaders. -- Barrons.com

Barron'sNov 26 16:00