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AI stocks are in an ‘air pocket’ and Meta and Microsoft are being traded like ‘bear market names that cannot be owned,’ top analyst says | Fortune
Everything you need to know before you reach the office this morning.
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afr.com
AI is everywhere in corporate Australia. Just not the bottom line
The hyperscalers are under pressure and the message from the market is clear: show us the money or cut back your investments.
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benzinga.com
AI Stocks On Sale—Dan Ives Calls It A 'Gut Check' For Investors - Meta Platforms (NASDAQ:META), Microsoft
Tech analyst Dan Ives says Big Tech is in an “air pocket stage” where billions of capex is funding AI datacenter and compute buildouts.
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fortune.com
AI stocks are in an ‘air pocket’ and Meta and Microsoft are being traded like ‘bear market names that cannot be owned,’ top analyst says |…
Everything you need to know before you reach the office this morning.