Hedge funds loading up on under-the-radar AI plays and cutting back on megacaps
Goldman Sachs found that hedge funds added to under-the-radar winners across the entire AI universe, particularly players in infrastructure.
Source: cnbc.com
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CPI Preview: After Five Beats In A Row, The First Miss Of 2024?
ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero
Source: zerohedge.com
Goldman Sachs Predicts Rosy 2024 Economic Outlook, Yet A Challenging Q1 Earnings Season For S&P 500 Stocks - SPDR S&P 500 (ARCA:SPY)
Goldman Sachs predicts strong economic growth in 2024, with no major inflation threat. However, analysts warn of potential stock market volatility and risks.
Source: benzinga.com
Wall Street forecasts are chasing the US economy higher
A shifting economic consensus backed by stronger-than-expected growth could still be a good backdrop for a broadening of the stock market rally.
Source: yahoo.com
Column-Peak U.S. stock concentration doesn't mean steep drawdown: McGeever -March 12, 2024 at 09:56 am EDT
By some measures the U.S. stock market has not been this top-heavy in over 100 years and has just had one of its strongest rallies in decades, giving understandable rise to fears that a...
Source: marketscreener.com