AI-generated content in$谷歌-C(GOOG.US)$search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space… Perversely, I think this trend benefits Google. As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
-Cloud spend continues to have growth. 27% of total IT spend in cloud and 42% of workloads in cloud. -AI spend remains early. Vast majority of respondents indicated AI spend this year will be <5% of total budget -$微软(MSFT.US)$/ OpenAI remains preferred model / infra by far.$亚马逊(AMZN.US)$/ Anthropic a distant second [bear in mind these are traditional, legacy enterprises being surveyed – not AI startups] -Big 4 recipients of cloud spend are$微软(MSFT.US)$, ...
EnjoyTheProcess :
I am a subscriber. Whether u show face or not doesn't matter to me. What I value is your content and consistency and your earnest sharing. Keep it up!
LightWhat :
Besides interest rate cut which still in forcasting to nowhere, inflation remain high for too long period of time, economy still growing strong above norm, ya but “if” just be onwards that Q1 corporate earning stalled (no drop) and below “analysts” expectations, I doubt the market will continuing staying at this level from now. A small pullback of 3-4% still remain small if compare with 10% of so called in correction mode. I am worry market will continue pullback back base on TA as for now. Today ASML Q1 earnings might serve as true warning signal vs the outlook they gave in 2023Q4 are completely opposite especially related to semiconductor, AI related sector.
Money Thrill :
I read also the fundamentals of $赛富时 (CRM.US)$ and they are very good for years 2024, 2025 and 2026. ROIC, revenue... etc and because the take over an enterprise do not always mean it is a bad investment? Analysts do also not know the future. A good CEO is very important
Money Thrill :
You see Nathan, it is going up ? There is much fear and volatility today ... difficult to stay rational and calm. I look always at the fundamentals, buy and buy more, or lease or lease more ... and hold for 1, 2, 3 years because we are for several years in Bull market if the war Israël Iran Gaza is not escalate ? Therefore I buyed also shares of Physical gold ... very good
RECAP Indexes opened green after an Iranian strike on Israel failed to cause widespread damage Saturday night, but stocks sold off big time in the afternoon on news that Israel would respond soon. Investors pulled back after 1 PM EST, and Treasury yields jumped by nearly 5% while the market sank. With preliminary closing numbers, the$S&P 500 Indexfell 1.20%, the$Dow Jones Industrial Averagefell 0...
DudeThatsDerpy :
Logistically, if war leads to oil supply shocks this would likely lead to inflation. Bonds may be predicting this, demanding a higher rate for their capital.
赛富时股票讨论区
beginner
I sold it all…
$Meta Platforms(META.US)$$赛富时(CRM.US)$$谷歌-C(GOOG.US)$$Cloudflare(NET.US)$$纳指100ETF-Invesco QQQ Trust(QQQ.US)$
The spread of AI generated content has a few implications for $GOOG and several companies in the media/internet space…
Perversely, I think this trend benefits Google.
As more AI content saturate the search results, it makes it even more competitive for companies to compete for limited digital ...
Highlights from Barclay’s CIO survey:
-AI spend remains early. Vast majority of respondents indicated AI spend this year will be <5% of total budget
-$微软(MSFT.US)$ / OpenAI remains preferred model / infra by far. $亚马逊(AMZN.US)$ / Anthropic a distant second [bear in mind these are traditional, legacy enterprises being surveyed – not AI startups]
-Big 4 recipients of cloud spend are $微软(MSFT.US)$ , ...
Powell’s words
As such, the Fed is prepared to keep rates unchanged at current rate for as long as it is needed to bring inflation down.
These words are leaning towards hawkish. Looks like June’s cut is very likely not to happen now.
If this high interest rate environment goes on, it’s not good for the market.
$SPDR 标普500指数ETF(SPY.US)$$标普500指数(.SPX.US)$$纳指100ETF-Invesco QQQ Trust(QQQ.US)$$特斯拉(TSLA.US)$$苹果(AAPL.US)$$Palantir(PLTR.US)$$阿里巴巴(BABA.US)$$Marathon Digital(MARA.US)$$Coinbase(COIN.US)$$亚马逊(AMZN.US)$$奈飞(NFLX.US)$$联合健康(UNH.US)$$微软(MSFT.US)$$Meta Platforms(META.US)$$谷歌-A(GOOGL.US)$$赛富时(CRM.US)$
Yesterday some body buyed 31 thousands shares
4月16市场分析
特斯拉股价下跌5.6%,刷新11个月新低,领跌科技行业“七姐妹”,而英伟达虽然早盘涨近3%但最终仍收跌2.5%。此外,受益于投行业务的强劲反弹,高盛第一季度净利润同比大增28%,股价最终收涨近3%。
美国政府表示不支持以色列对伊朗的报复性攻击。同时,美国零售销售数据公布后,十年期美国国债收益率盘中升超10个基点,突破4.60%,创五个月新高。美元指数也跳涨,刷新五个月新高,而日元继续下跌,创下自1990年以来的新低。
中东地区不稳定性的上升促使投资者寻求避险资产,黄金价格盘中大涨近3%,连续第三天创下历史新高。原油价格经历波动后,跌幅有所收窄。受全球政治不确定性影响,比特币价格也经历了大幅下跌,一度跌破6.3万美元。
与此同时,由于新的“国九条”政策的发布,中国A股市场普遍上涨,但小型股票和ST股则出现大幅下跌。中概股在美国股市的表现也出...
I just bought $CRM Salesforce Stock!
$赛富时(CRM.US)$$CrowdStrike(CRWD.US)$$纳指100ETF-Invesco QQQ Trust(QQQ.US)$$SPDR 标普500指数ETF(SPY.US)$
专栏Market in the Red After Treasury Yields Climb, Geopolitical Tensions Escalate | Wall Street Today
Indexes opened green after an Iranian strike on Israel failed to cause widespread damage Saturday night, but stocks sold off big time in the afternoon on news that Israel would respond soon. Investors pulled back after 1 PM EST, and Treasury yields jumped by nearly 5% while the market sank.
With preliminary closing numbers, the $S&P 500 Index fell 1.20%, the $Dow Jones Industrial Average fell 0...
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