주식 영상 글
21 calls
Dan Ives on Anthropic: This is not the top of the AI tradeInterest rates will continue rising until brakes are put on the economy: Ray Dalio
Equity and crypto rallies suggest bond-yield surge is transitory: Fundstrat's Tom Lee
Stabilizing the bond market is now Scott Bessent's job: Ed Yardeni
We’ve entered the AI monetization phase, says Dan Ives
S&P 500 to hit 8,000 by year end: Tom Lee
The Fed could struggle if U.S. enters stagflation due to Iran war: Ed Yardeni
Dan Ives: Energy shortage the biggest constraint for AI revolution
Wedbush’s Dan Ives sees Nvidia reaching $6tn valuation by 2027
OpenAI's Sam Altman on supply chains: "one layer of stack failing could cause real knock on effects"
Nvidia CEO Jensen Huang on AI's pressure on software stocks
Dan Ives says software sell-off is the most 'disconnected trade' he’s seen
AI wreaking havoc across software stocks, job losses might follow: Tom Lee
Jensen Huang’s biggest worry revealed by his Biographer
Michael Burry shorts Palantir and Nvidia: What it means for AI plays
Dan Ives dismisses AI bubble talk, sees years of growth ahead
Wedbush’s Dan Ives: next stage of AI is about use cases
We would have had a July rate cut based on the revised jobs data: Jeremy Siegel
Fed's neutral rate could be between 3.5-4%: Jeremy Siegel
Mark Mobius says investors will diversify away from U.S. and into equities after Fitch downgrade
Bitcoin kicks off second half of the year with 12% rebound | Squawk Box Europe