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Morgan Stanley picks global stocks to play a $50 billion AI boom. Analysts give two over 20% ...
CNBC· 1 日前Morgan Stanley names Asian stocks to buy as "data centers ramp up" in the region.
Chinese Developers Face Make-or-Break Week in Liquidation Cases
Bloomberg· 1 日前Have a confidential tip for our reporters? Four defaulted Chinese developers are headed into ...
Burrito Boom
Bloomberg· 1 日前Good morning everyone, Ben here on a chilly Canberra morning. Here’s what’s making news today:Today’s must-reads:• Guzman ...
Coreweave's CSO on the Business of Building AI Datacenters - Bloomberg
Bloomberg· 1 日前Everyone knows that the AI boom is built upon the voracious consumption of chips (largely sold by Nvidia ...
This is not the dot-com bubble and Nvidia's valuation is still 'compelling,' says ...
CNBC· 2 日前Bank of America warned against seeing Nvidia as a potential long-term pullback victim while ...
AI is consuming corporate tech spending budget, with most going to employee adoption
CNBC· 2 日前High interest rates have taken their toll on overall technology spending budgets across the ...
Yellen says US ties with Vietnam don't require it to sever ties with Russia, China
Reuters· 2 日前U.S. Treasury Secretary Janet Yellen on Thursday said the United States' upgraded ...
ASMI Tipped as European AI Winner by Morgan Stanley, BofA
Bloomberg· 2 日前ASM International NV shares hit a record high as analysts at Morgan Stanley and Bank of America ...
Opinion | The Grisly Annals of Socialized Medicine
The Wall Street Journal· 2 日前James Freeman is assistant editor of The Wall Street Journal's editorial page and author of ...
As arms sales boom, Norway's Kongsberg opens missile factory
Reuters· 2 日前, opens new tab opened a new missile factory on Thursday to meet surging demand for weapons ...