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Express News | Live On CNBC, Steve Weiss Announces Sold Dick's Sporting Goods; Vertiv; Uber Technologies
Bank of America Securities Sticks to Their Buy Rating for Vertiv Holdings (VRT)
Investors Heavily Search Vertiv Holdings Co. (VRT): Here Is What You Need to Know
Express News | Vertiv Introduces New Flexible, High-Density Heat Rejection System to Support Hybrid Liquid and Air Cooling for AI Applications
Express News | Shares of Companies Within the Broader Industrial Sector Are Trading Lower Amid Economic Worries Driven by Tariffs and Trade Policies. Investors May Be Expecting a Decline in Investment, Which May Also Be Weighing on the Industry
Has AI Trade in the US stock market come to an end? Goldman Sachs voiced that investors will return, and the "third phase of AI Trade" is the most worthy of attention.
Goldman Sachs believes that ongoing technological advancements and profit growth will refocus investors on AI stocks, remaining bullish on their long-term prospects. It is expected that as corporate AI capital expenditure growth slows and AI costs continue to decline, investor attention will shift from the infrastructure of the second stage to the revenue-generating applications of the third stage, with a bullish outlook on companies such as Palantir, Cloudflare, SentinelOne, and GitLab.
