AIQ

AI Frenzy Cools, Yen Hammers Gold And Bitcoin, First Ever Joint Air Threat From Russia And China

Stronger than expected Q2 GDP data is bringing buying into the stock market. The yen is experiencing a stunning rise against the U.S. Dollar. The Arora Report says investors should not buy on strong GDP data as it is a lagging indicator. The Japanese yen is hammering gold, bitcoin, and oil.

Election 2024: Economics, Policy And Positioning For A Soft Landing

The U.S. Economy should be resilient in the second half of 2024 and into 2025. The S&P 500 enjoyed a solid start to the year. The main risk for investors ahead of the 2024 election would be to cash out, says Seema Shah. Trade is a clear bipartisan focus for the upcoming election.

Europe data centers to grow 6 times, €115B of capex by 2035 - MS

Tech Europe data centers to grow 6 times, €115B of capex by 2035 - MS. Morgan Stanley analysts have raised their European data center growth forecasts. Analysts expect the industry to grow six times to 38 gigawatts by 20 35. Data centers could lead to about 270 terawatt hours of incremental power demand.

Tech Sector's Historical EPS And Revenue Growth Heading Into Q2 '24 Earnings

Investors Rotate Out Of Tech Just Ahead Of Big Tech Earnings

Weekly Report: what happened at AIQ last week (0715-0719)?

The Search For The Killer AI App

U.S. Equities: Broadening And Grinding Higher

Home Market Outlook Today's Market U.S. Equities: Broadening And Grinding Higher. The economic strength that has delayed Fed cuts should support a positive backdrop for corporate earnings. The narrowness of the equity rally to date remains a concern for investors. Investors can look to companies, sectors, and markets with less stretched valuations to fuel the equity market rally.