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“The expert is positive on demand from AI, and he estimates the data center-related power equipment market size to double in the next 5 years,” BofA said, adding that accelerating demand from AI is ...
The analysis reveals a clear hierarchy among the four largest U.S. banks, with value-oriented opportunities leading the pack ...
“Better liquidity, rotation from bonds and savings, and hope for easing are major drivers in our view, as the onshore bond yield uptick suggests an improved investor outlook for the long-term macro,” ...
Investing.com -- Russia sees potential to export liquefied natural gas (LNG) to India, according to statements made by First Deputy Prime Minister Denis Manturov on Wednesday.
U.S. General Dan Caine, chairman of the Joint Chiefs of Staff, is leading these talks with approximately six other NATO chiefs of defense. The discussions are taking place shortly after a larger ...
The Schedule 13G filing indicates Jane Street is taking a passive investment position in the company, suggesting the firm does not intend to influence control of CoreWeave. Investors are required to ...
Investing.com -- Boston Dynamics and Toyota (NYSE: TM) Research Institute (TRI) have demonstrated a significant advancement ...
Investing.com -- UBS said in a note on Wednesday that Microsoft’s latest pricing and licensing changes are likely to drive ...
Homebuilders also look exposed. “Looking at GICS L4 sub-industry metrics, homebuilders look more vulnerable to a hawkish ...
BofA forecasts slowing overall revenue, estimating about $1 billion in 2025, slightly below the company’s guidance. It ...
Investing.com -- Daiwa Capital Markets downgraded Applied Materials (NASDAQ: AMAT) to Neutral from Outperform and lowered its ...
Bank of America cut its rating for Avis Budget (NASDAQ: CAR) Group to Underperform from Buy in a note on Wednesday, warning ...
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