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Will AI Glasses Go Mainstream in 2025?
Social-Media Companies Decide Content Moderation Is Trending Down -- WSJ
S&P 500 Down Over 1% As Nvidia, Tesla Tumble: Greed Index Remains In 'Fear' Zone
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Wolfe provides an S&P 500 "stock picking guide": 15 constituent stocks with at least 25% revenue growth this year.
Wolfe Research's strategists still believe that growth stocks will outperform Large Cap in 2025, and they have identified S&P 500 Index components whose revenue is expected to grow by at least 25%.
Zuckerberg Lifts US Content Guardrails in a Trump-Friendly Shift
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