芯片股重挫近半后的高风险反弹押注

我们数周来首次买入数据中心股票，重返人工智能交易

We're dipping back into the AI trade with our first data center buy in weeks

The stock is also getting an upgrade, with the expectation of a bounce ahead.

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…

MACOM科技解决方案10月股价大跌35%，Raymond James称出现买入机会

This semiconductor stock slid 35% in October. Raymond James sees a buying opportunity

A recent decline in shares of semiconductor maker MACOM Technology Solutions offers a favorable buying opportunity for i…

华尔街恐慌指数飙升，交易员押注其将进一步走高

Wall Street's fear gauge is ripping. Traders see it going even higher

The sell-off in AI-related stocks pushed the VIX above 22 for the first time in four months. A cluster of trades suggest…

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…