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10 Information Technology Stocks Whale Activity In Today's Session
SA Asks: What's Next for Consulting Firms Like Accenture, Booz Allen?
AI, Cloud Hardware Providers Rank as 'Most Insulated' If IT Slowdown Occurs: Morgan Stanley
Goldman Sachs significantly lowered the Global AI Server shipment volume, and simultaneously adjusted the corresponding supply chain stock price expectations downward.
Goldman Sachs believes that factors such as the impact of the product transition period, supply and demand uncertainty, and production complexity challenges will lead to a slowdown in market growth, reducing the shipment volume of rack-level AI servers in 2025 and 2026 from 0.031 million units and 66,000 units to 0.019 million units and 57,000 units (calculated as 144-GPU equivalent).
Fearless of the risk of software spending slowdown, Evercore supports Microsoft (MSFT.US) and Salesforce (CRM.US).
Evercore ISI stated that if Software spending slows due to market conditions, Microsoft (MSFT.US) and Salesforce (CRM.US) remain the most resilient companies among enterprise vendors.
Which Stocks Benefit From AI Spending? Analyst Names IBM And More
101669471 : so can hold for long term right ?
Kevin888 101669471 : yes, i entered and aim for long term
101669471 : my cost at 3![undefined [undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
Quib57 101669471 : $3 not bad; could be alot worse.
Booomer 101669471 : bought what at 3?
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