Gary Black Says This Could Spark Strong Rally In Tech And Growth Stocks If Recession Risks Stay Low Investor Gary Black says tech stocks could soar if 10-year Treasury yields drop below 4%. Get expert analysis from Jeremy Siegel & BlackRock.
AI 'Revolution Is Here'—287 S&P 500 Firms Cite Artificial Intelligence On Earnings Calls In Q2 AI mentions in S&P 500 earnings calls hit a record 287 in Q2, sparking a fierce debate among analysts on an AI bubble vs. a true revolution.
Beth Kindig Warns Of AI Software 'Bubble' Risk Amid R&D Stage, Says True Value Lies In Stocks That Are 'Participating Right Now' I/O Fund's Beth Kindig warns of an AI bubble in software stocks still in the R&D stage and explains where investors can find real value now.
Aurora Mobile's AI Agent Platform Expands Global Reach With New Data Center Options Aurora Mobile (
NASDAQ: JG ) rolls out V3.0.0805 of its AI agent platform GPTBots.ai with dual overseas data-centre options for better global performance and security. Investor enthusiasm received a lift due to pursuit of Solana integration.
Workday Stock Takes A Hit After Piper Sandler Survey Flags AI-Driven Headwinds, But Retail’s Optimistic Piper Sandler downgraded Workday to Underweight, citing concerns about slowing application demand and AI-driven reductions in headcount.
BlackRock Shifts Gears, Declares AI The New 'Anchor For Returns' As Inflation Stays Sticky BlackRock is moving away from macro anchors towards "mega forces" like artificial intelligence (AI), expecting returns in near and long term.
IGM ETF: Expand Tech Exposure With Top AI Leaders The iShares Expanded Tech Sector ETF offers concentrated exposure to the leaders of the AI revolution through its unique, expanded-sector methodology.
AI Will Disrupt 25% Of US Jobs By 2030—And The Fed Can't Save Them, Economist Warns As AI accelerates job displacement, Craig Shapiro warns that Federal Reserve's tools will be ill-equipped during looming labor crisis.
Brookfield Bets Big On European AI With $10 Billion Investment Brookfield Asset Management (
NYSE: BAM ) plans to invest $10 billion in AI infrastructure in Sweden, generating thousands of jobs and boosting national capabilities.
Workday Q4 Earnings Round The Corner: Analysts, Retail Worry About Stock’s Valuation The Finchat-compiled consensus calls for adjusted earnings per share of $1.78 and revenue of $2.18 billion, up 13.5% year over year.
Workday Stock Snags Ratings Downgrade Ahead Of Next Week’s Q4 Report: Retail Stays Downbeat Analyst Keith Weiss said he would be more constructive on the stock if growth stabilizes and accelerates back to the management’s 15% target.
Hidden Gems? AI Engine APART Highlights Automotive, Undervalued AI, Capital Goods As Top Sectors Savart's proprietary AI engine, APART, is identifying promising investment opportunities beyond the expensive and overvalued "AI poster boys"
Workday Stock Rallies After Company Announces Workforce Reduction, Reaffirms Q4 Guidance: Retail’s Extremely Bullish Workday said it plans to eliminate 8.5% of its workforce but clarified that it would continue hiring in key strategic areas and locations throughout the fiscal year 2025.
