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As AI spending concerns grow, here’s the bet to make ahead of critical
stress test, says veteran Jefferies strategist
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Pick and shovel stocks benefit from hyperscaler capex upfront, while those
spending the money must wait years to find out if there will be a return on
thei...
1 hour ago
Seed Newsvine
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If there is "any change in the international atmosphere, I am afraid Google will become a target to be sacrificed by politics, and also will be discarded by the market."
ReplyDeleteRead more: http://online.wsj.com/article/SB10001424052702304432304576369110123223234.html#ixzz1Oa7dKOYx