Просмотр новости

Найдите то, что Вас интересует

Morgan Stanley flags a game-changing AI shift for SanDisk investors 

Дата публикации: 23-06-2026 16:47:00

I have been watching the memory chip cycle long enough to know that when Morgan Stanley's Joseph Moore, a 5-star analyst ranked 139 out of 12,314 Wall Street analysts, says something is a "fundamental repricing," it is worth stopping to understand exactly what he means. The note Moore shared ...

Классификация: Мнения

Схожие новости

#Наименование новостиТональностьИнформативность
1One Micron number could reshape entire AI trade narrative00
2Meta, Microsoft roar higher on strong earnings as AI spending booms00
3US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff 00
4Bill Ackman just showed what’s inside his $5B fund00
5Dow Jones| Nasdaq | US Stock Market Today | Live: Nasdaq falls over 2% as investors fret over AI spending & Fed concerns 00
6Wall Street expects SaaS giant to gain 52%, despite AI threat00
7South Korean stocks plunge on AI overvaluation fears00
8Apple to raise prices due to memory chip shortage, CEO Tim Cook says: Report 00
9AI crash coming closer? South Korea’s Kospi plunges 10%, triggers trading halt 00
10Microsoft ends tradition of naming competitors in regulatory filings00