AI Bias Analysis
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March-quarter IT earnings point to a gradual pickup in growth, Centrum says.
Source
Bloomberg Markets
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Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the revival of the AI trade and looks ahead to the listings of OpenAI, Anthropic and SpaceX. He speaks with Haidi Stroud-Watts and Paul Allen on Bloomberg: The Asia Trade. (Source: Bloomberg)
The ruling is a victory for Republicans, who have sought to retain their slim majority in the House of Representatives by redistricting in various states.
Dan Ives, Wedbush Securities Global Head of Technology Research, describes the bull run in AI equities as a "party" that is set to continue until late in the night - projecting confidence in a long-term run of high equity prices. He speaks after Alphabet stocks slid following the announcement of a billion-dollar equity round to pay for AI infrastructure. (Source: Bloomberg)
