为什么投资者应继续长期持有 AI 股票——Trivariate 的 Adam Parker 如是认为

More pain may be coming for the AI trade. Why I’m not giving up on it

In his Sunday column for Investing Club subscribers, Jim Cramer explains why the AI trade has cracked and what he's doin…

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…

Elice's huge stock swings show AI's spending boom is getting more investor scrutiny

The AI boom is entering a more unforgiving phase, as investors question whether the billions poured into data centers wi…

AI巨头Anthropic上市前夕营收飙升，投资者担忧AI基础设施支出规模

AI giant Anthropic sees revenue surge ahead of stock market listing

It comes as some investors have become concerned about the amount of money being spent on AI infrastructure.

不断扩大的 AI 交易正把安全类股票变成一种得州式对冲

Expanding AI trade is turning safety stocks into a 'Texas hedge'

The growing AI trade is infiltrating traditionally safe sectors like utilities, making hedging more difficult.