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These Analysts Predict an AI Sell-Off. Here’s the Long-Short Trade They Suggest

Personal Finance /
These Analysts Predict an AI Sell-Off. Here's the Long-Short Trade They Suggest

Key Takeaways BCA researchers in a note this week recommended shorting the stocks of U.S. hyperscalers and going long Asian chipmakers in anticipation of an AI stock pullback. There’s a good chance Big Tech’s massive AI investments deliver subpar returns on investment, BCA says, which it believes will depress their stock valuations even if their […]

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The AI Trade Picks Up Steam After Oracle’s ‘Truly Historic’ Quarter

Personal Finance /
The AI Trade Picks Up Steam After Oracle's 'Truly Historic' Quarter

Key Takeaways Cloud computing and software provider Oracle on Tuesday reported its backlog grew to $455 billion last quarter, a 359% increase from the prior year. The company’s pipeline signaled artificial intelligence spending should remain strong for several years, sending Oracle shares sharply higher and boosting the majority of AI stocks. Wall Street analysts expressed

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