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3G Capital Cuts AMZN, APP While Adding to MELI, UBER, META in 13F Report
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.
Earnings Preview: Klaviyo to Report Financial Results Post-market on February 19
Klaviyo Is Maintained at Equal-Weight by Wells Fargo
Klaviyo Price Target Raised to $48.00/Share From $41.00 by Wells Fargo
Express News | Wells Fargo Maintains Equal-Weight on Klaviyo, Raises Price Target to $48
