英特尔股价暴跌20%：芯片制造商将疲弱指引归咎于PC市场放缓

AI 股票大跌、通胀升温，跨资产轮动中的相对价值机会在哪里

AI stocks plunge. Inflation heats up. Where we're still finding opportunities

The sinking AI trade rattled last week's market. But solid bank earnings and a rotation beyond tech gave us reasons for…

Alphabet 业绩不及预期，首次显露 AI 开始侵蚀搜索业务

Alphabet earnings miss reflects first real sign that AI is taking a bite out of search

Wall Street hammered Alphabet for an earnings miss that included weaker-than-expected revenue out of the company's core…

英伟达作为 AI 融资方的角色，在新型云厂商遭遇市场打击后迎来首次重大考验

Nvidia's role as AI financier faces first big test as neoclouds take market hit

As Nvidia has gone from chipmaker to industry financier, some investors see the company taking on outsized risk tied to…

AI建设热潮陷入动荡：新云服务商承压、信用风险上升，Solidigm撤回IPO

Turmoil hits AI build-out as neoclouds face pressure, credit risks mount and Solidigm pulls IPO

Stock slumps, pulled IPOs and rising spreads on credit default swaps this week sets stage for hyperscaler earnings.

I warned against buying this AI chip stock. Now I think it could nearly double

Cerebras has lost roughly 72% of its value since its peak, but contrarian tech investor Paul Meeks says its AI technolog…