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.
Wall Street Today: Market Decides Down is the Direction
Express News | Form 144 | Carrier Global(CARR.US) Officer Proposes to Sell 3.73 Million in Common Stocks
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Wall Street Today: Market Quaking With Anticipation, and Nvidia Delivers Beat
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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
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Carrier Global Price Target Maintained With a $80.00/Share by Wolfe Research
Carrier Global Analyst Ratings
Wolfe Research Upgrades Carrier Global(CARR.US) to Buy Rating, Announces Target Price $80
Wolfe Research Upgrades Carrier Global to Outperform From Peer Perform, Price Target Is $80
Weekly Buzz: Short Week Got Us Again
Wall Street Today: Friday Sees Falling Market
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