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Goldman Sachs traders' perspective on 2025: the AI boom, differentiated markets, and "sticky" inflation.
Goldman Sachs stated that Wednesday's CPI data once again reminds the market that the view that "high interest rates will last longer" is not unfounded. If the performance of Large Cap stocks in the US market is poor, and high interest rates continue to weigh down Small Cap stocks, it will be difficult for the market to sustain an uptrend. The enthusiasm in the AI field continues, but trends are diverging, and funds may be shifting towards the next phase—AI applications.
Big Tech's 2025 AI Bill Is $320 Billion And Counting: Can Investors Stomach It?
ABB Ltd. (ABBNY) Q4 2024 Earnings Conference Call Transcript Summary
Tech Companies Could Report Strong 4Q Earnings on AI Tailwind -- Market Talk
Gamma Data: In 2024, the Global AI industry financing amount exceeded 400 billion yuan, a year-on-year growth of over 77%.
In 2024, the Global AI industry financing amount exceeded 400 billion yuan, with a year-on-year growth of over 77%. The financing amount for general models reached 266.5 billion, accounting for over 50% of the total financing amount.
Breaking Down The Myths Of AI
