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Glenview Capital Adds Microsoft, Exits Marvell, Seagate, Others
Marvell Technology Options Spot-On: On February 14th, 102.06K Contracts Were Traded, With 680.26K Open Interest
Citi's 'Thematic 30' Stocks: AMZN, DOCU, RBLX, and More
Unpacking the Latest Options Trading Trends in Marvell Tech
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.
'Intel On A Tear,' Says Analyst As Stock Jumps Over 7% On Thursday Amid 18A Process Node Optimism
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