• August 22, 2024

How AI investments are shaping the tech sector's future

Nvidia's (NVDA) stock continues to rally ahead of its highly anticipated quarterly earnings report on August 28th. To discuss the potential impact of the semiconductor giant's results on the broader tech sector (XLK), Bernstein Internet Equity Research Analyst Mark Shmulik joins Morning Brief. Shmulik notes that when it comes to the AI trade, tech giants have made it clear that "the risk of underinvesting is much higher than the risk of overinvesting." He believes that "so long as that momentum continues," the entire tech sector stands to benefit. Regarding tech valuations, Shmulik observes they have cooled and "are not demanding." However, he emphasizes that companies must "deliver on the core business ahead of you today" to fund their ongoing AI investments. Notably, with companies like Alphabet's Google (GOOG, GOOGL) beginning to see returns on their AI investments, Shmulik points out that "it's no longer talk of a theoretical, it's actually showing up in the numbers." When it comes to investment opportunities in the AI space, Shmulik highlights Meta (META) as "one of the cleaner names" for those looking to participate in the AI trade. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Angel Smith

  • August 22, 2024

European Central Bank Open to Discussing Rate Cuts in September

According to BlockBeats, on August 23, European Central Bank (ECB) Governing Council member Kazaks expressed a very open attitude towards discussing a rate cut in September, suggesting that a gradual reduction would be the best approach.Kazaks indicated that even if inflation remains stable, a rate cut is still a possibility.

  • August 22, 2024

Pro-Bitcoin Senator Cynthia Lummis Says 'Not A Single Indication' That Kamala Harris Would Be Good For The Crypto Industry

Sen. Cynthia Lummis (R-Wyo.), a known cryptocurrency and Bitcoin (CRYPTO: BTC) advocate, claimed there is nothing to suggest that Democratic presidential candidate Kamala Harris will support the industry, although fresh developments may suggest otherwise. Don't Miss: If you invested $100 in DOGE when Elon Musk first tweeted about it in 2019, here’s how much you’d have today. 1 in 4 Americans own a share of Bitcoin according to NASDAQ, how many people got started through this free crypto faucet?