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Wall Street Today: Market Ends Wild Political TV Day in the Green
Drawing lessons from history, is this wave of AI capital expenditure a boom or a bubble?
Deutsche Bank believes that historically, capital expenditure booms often end in collapse. The key factor that distinguishes prosperity from recession is the level of leverage (debt) involved. Historical experience shows that credit-intensive capital expenditure booms often lead to more severe recessions. Considering the current AI spending boom, which is primarily funded by the profits of large Technology companies in the USA rather than debt, this somewhat reduces systemic risk. However, the ratio of USA household net Assets to disposable income is at a historical high, and the concentration of the stock market has also hit a new high, which increases the systemic risk brought about by the transmission of wealth effects.
Huawei Is Set to Mass Produce Its Latest AI Chip. How Will This Shake Up the US-China Semiconductor Landscape?
Wall Street Today: Market Decides Down is the Direction
Shares of Semiconductor Companies Are Trading Lower in Sympathy With Nvidia, Which Reversed Amid a Possible Selloff After Reporting Q4 Financial Results.
Live Stock News: Nvidia Does not run Things Around here Anymore
Wall Street Today: Market Quaking With Anticipation, and Nvidia Delivers Beat
What's Going On With Applied Materials (AMAT) Shares?
Live Stock News: Market Climbs Back From Tech Pit, Awaits Prodigal Semi Son to Report
Shares of Major Semiconductor Companies Are Trading Higher in Anticipation of Nvidia's Q4 Earnings Which Are Scheduled to Be Reported After Hours Today. Additionally, Large AI Investment Announcements From Apple and Meta This Week May Be Buoying the...
Wall Street Today: All Fun and Games Until Consumers Get Uneasy
Express News | Ukraine Agrees to U.S. Mineral Deal: Financial Times
Live Stock News: Tesla, Bitcoin, Major Mag Seven Tech Pullback
Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.
Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.
Wall Street Today: Market Had Us in the First Half, Not Gonna Lie
Decoding Applied Mat's Options Activity: What's the Big Picture?
Live Stock News: Apple Pulling $500B For U.S. AI, But is it Enough to Move the Needle
Chip Stocks With the Best Momentum Going Into Nvidia Earnings
Weekly Buzz: Short Week Got Us Again
Wall Street Today: Friday Sees Falling Market