Veytics Intelligence
2026-11-06 · Yahoo

Ed Yardeni Says Slowing AI Boom Is Actually Bullish for Big Tech

翻译尚未完成,当前显示原文。

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Big Tech has spent years pouring record sums into artificial intelligence. Now veteran strategist Ed Yardeni says hitting the brakes could be bullish. "I've had the view that a slowing down in the AI build-out is actually a bullish story," the Yardeni Research president told CNBC Thursday. He was explaining a striking split in Wednesday's post-midterm rally, when the Dow surged 1,569 points, its best day in more than 18 months. Microsoft Corp. gained 6.7% and Amazon.com Inc. rose 6.1%, while Nvidia Corp. fell 3.2% and CoreWeave Inc. sank 9.9%. Don't Miss: A single bad hire can set a startup back years.

阅读完整 Veytics 简报

我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论,并结合市场和 OSINT 背景分析。