Tag
ai investment
7 articles
Morgan Stanley Sees S&P 500 Bottom Near, Targets Semiconductor Stocks
Chief U.S. Equity Strategist Mike Wilson projects the S&P 500 will bottom between 7,100 and 7,300 before rallying to 8,000 by year-end, with semiconductor stocks now offering deep value.
Amazon's No-Dividend Strategy Funds $220B AI Bet: Why Wall Street Underestimates the Tax Arbitrage
Amazon is plowing record capital into AI infrastructure while avoiding dividend taxation—a $7.6 billion free cash flow swing that reveals a sharper capital allocation playbook than peers.
Kuaishou's AI Bet Crushes Margins as Kling Video Generator Emerges as Bright Spot
Adjusted net profit fell 30 percent to RMB3.9 billion in Q2 as AI infrastructure spending outpaced revenue growth, though the Kling video product posted strong gains.
Dollar Weakness and Fed Pause Drive Emerging-Market Equities and Currencies Higher
A shift in U.S. rate expectations and AI-driven growth optimism pushed EM equities and local currencies higher Friday, extending a week of broad gains.
European Equities Rally on 17% Earnings Growth as Fund Managers Turn Overweight
The Stoxx Europe 600 has climbed 11 percent this year, backed by the region's strongest earnings growth in four years and a capital shift by global fund managers.
U.S.-Korea Tech Correlation Hits 2021 High, Cutting Diversification Value
The 60-day correlation between the Kospi and Nasdaq 100 reached 0.50, its highest since 2021, signaling tighter synchronization that erodes the case for cross-border portfolio hedging.
Small-Cap Tech Names Outperform as AI Investment Broadens Beyond Mega-Caps
Specialized semiconductor and software companies show strong momentum as institutional investors hunt for growth beyond Nvidia and Microsoft