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Express News | In Overnight Trading, Tesla Falls 3%, Extending Its Trading-Session Losses. NVIDIA Declines 2%; Palantir Drops 5%; Meta Platforms and Broadcom Down 2%.
Shares of Semiconductor Stocks Are Trading Lower Amid Recession Worries Due to Uncertainty Regarding Tariffs and Trade Policy. President Trump Said There Is a "Period of Transition."
Under the "storm" in the US stock market, investors are fleeing to high-yield stocks!
Analysis indicates that holding high-dividend stocks allows investors to gain profits when stock prices rise, while regular dividend payments help to cushion declines.
Has AI Trade in the US stock market come to an end? Goldman Sachs voiced that investors will return, and the "third phase of AI Trade" is the most worthy of attention.
Goldman Sachs believes that ongoing technological advancements and profit growth will refocus investors on AI stocks, remaining bullish on their long-term prospects. It is expected that as corporate AI capital expenditure growth slows and AI costs continue to decline, investor attention will shift from the infrastructure of the second stage to the revenue-generating applications of the third stage, with a bullish outlook on companies such as Palantir, Cloudflare, SentinelOne, and GitLab.
Broadcom CEO Deals a Fresh Blow to Intel Bulls
Broadcom Sees AI Spending Strength
