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Software Stocks Are on Fire - and the Party Can Keep on Going This Year
Coatue Adds Reddit, ServiceNow Stakes, Exits Chipotle, FXI, Among Top 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.
Ray Dalio's Bridgewater Takes New Stake in Tesla, Exits Micron & Goldman Sachs in Q4 Moves
Fund Update: Bridgewater Associates, LP Opened a $59.8M Position in $NOW Stock
Wall Street Today: Trump Assigns Tariff Homework Study, Market Climbs