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Software Stocks Are on Fire - and the Party Can Keep on Going This Year
Eminence Capital Adds GE Healthcare, Exits Smartsheet, Among Q4 Trades
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.
US MOVERS&SHAKERS Feb 10-Feb 14, 2025
Why Monday.com Ltd (MNDY) Is Skyrocketing So Far in 2025?
Express News | Form 144 | Monday.com(MNDY.US) 10% Stockholder Proposes to Sell 4.98 Million in Common Stocks
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104174101 : yeah, benefits ali cloud
cannot use western cloud due to national security concerns
70852840 : whats thehotest sactor in china
104805443 : This perspective is very unique. It feels like we are entering an era where we come down from the cloud to local deployment. A medium-sized enterprise can have its own AI with just 70 billion, while a small business can have one with just 14 billion. Data security and privacy issues are all resolved, with extremely low costs.
Aaron Invests (AI) : Lol somehow deepseek AI is at a surface level. Look what I did with ChatGPT. A simple prototype robotics idea. Kid friendly to see the mechanics.
Andre88888888 : "deepseek powered by: NVDA"
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