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.

wallstreetcnFeb 14 07:32 ET

Fund Update: TimesSquare Capital Management, LLC Just Disclosed New Holdings

Quiver QuantitativeFeb 3 06:26 ET

Smartsheet Pulse of Marketing Report Shows Marketing Teams Rethinking How to Demonstrate Business Impact

BusinesswireJan 23 11:00 ET

D.A. Davidson Maintains Smartsheet (Delisted)(SMAR.US) With Hold Rating

Moomoo NewsJan 23 10:32 ET · Ratings

News On Smartsheet Inc. (SMAR) Now Under SMAR.XX

Dow JonesJan 22 17:08 ET

What Software Stocks Like Microsoft Need to Reclaim Record Highs -- Barrons.com

Barron'sJan 22 02:30 ET