AI stock plays, plus why Google 'has to get their act together': Analyst

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The AI sector has been a bright spot for the stock market, leading the S&P 500 (GSPC) rally in recent months. In 2024, it's shaping up to continue leading bullish sentiment with new advanced products and major deals from companies like Microsoft (MSFT) and Alphabet (GOOG,GOOGL). Jefferies Senior Analyst Brent Thill joins The Morning Brief to give insight into the AI sector and what investors need to know when buying into certain names.
Thill points out that big names in tech still have a ways to go as the fruit of their labor may not be fully realized until 2025: "There's chatter that Microsoft is putting up $100 billion new data center in...You can't do this if you're a start-up. This is why all these AI startups are starting to find partners, OpenAI with Microsoft, Enthropic with Amazon and Google here with Oracle. You're seeing alliances, and those alliances are coming together and building software. Again, it will be a bigger user for software for the internet and AI in 2025 and '24 and we'll start to see the ramp of these proof of concepts go in production, most likely in the back half of this year."
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Опубликовано:

4 апр 2024

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Комментарии : 15

@TitaAnderson Месяц назад

Great video, I have a quick question. I am an aspiring trader, I am looking study some traders and earn off their expertise rather than investing myself and lose money emotionally. Whats your take on copy trading? Do people really make money? Just looking for some reassurance. Thank you!

@softy-bf5eg Месяц назад

Just ''buy the dip'' man. In the long term it will payoff. High interest rates usually mean lower stock prices, however investors should be cautious of the bull run, its best you connect with a well-qualified adviser to meet your growth goals and avoid blunder

@Cammimullens Месяц назад

The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market

@marlisamirabal Месяц назад

nice! once you hit a big milestone, the next comes easier.. who is your advisor please, if you don't mind me asking?

@Cammimullens Месяц назад

ANGELA LYNN SCHILLING' is her name. She is regarded as a genius in her area and works for Empower Financial Services. She’s quite known in her field, look-her up.

@marlisamirabal Месяц назад

Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.

@MichaelMcCausland-pg6qs 2 месяца назад

How is the Data center? It’s the amount of energy.

@DSLightning21 2 месяца назад

7:21 - I stopped using Adobe products when they opted for subscription billing. 🙄 It's perfectly fine for consumers to say NO to rising costs, and take control of the markets by leveraging competition. 😉