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Steve Eisman on AI: LLM improvements will begin to gradually slow but not selling AI stocks I own
Youtube· 2025-12-11 22:05
you're still working and we're here to talk about what you see with the markets right now. We kind of teased it before as we're going to get your take on what the market is going to do post Fed, but you don't think the Fed is like the big decision. >> I think this whole thing is laughable.I I find with all due respect to Steve Leeman, who was who was on my podcast, the realizing playbook, just give it a quick plug. Um who who does a wonderful job commenting on the Fed. I mean, when you think about it, the o ...
Which Stocks Benefit From AI Spending? Analyst Names IBM And More
Benzinga· 2025-03-25 02:10
文章核心观点 - 随着AI支出阶段到来,软件行业将因AI革命加速而显著增长,部分软件公司脱颖而出 [1][4] 企业AI支出情况 - 2025年分析师跟踪企业AI支出,关注用例并确定领先供应商,目前AI在许多IT预算中占比从1月的10%升至约12%,部分CIO加速AI战略 [1] - 约70%的公司增加了AI预算,尽管经济存在不确定性,但科技支出仍快速增长 [2] AI部署核心要素 - Nvidia芯片和云提供商是AI部署的核心,每在Nvidia上花费1美元,对更广泛的科技生态系统有8 - 10美元的影响 [2] AI应用行业与部署方向 - 分析师跟踪金融服务、医疗保健、交通和制造业等行业的AI采用情况 [3] - 许多IT部门专注于与微软、亚马逊和谷歌进行大规模AI部署,目标是软件驱动的用例 [3] AI实施阶段变化 - 2024年末客户还处于战略阶段,2025年各行业近期迅速实施高优先级AI用例 [4] 受益软件公司 - 分析师认为Palantir Technologies和Salesforce是2025年AI革命中顶级软件投资对象,甲骨文、IBM、Snowflake、Elastic、MongoDB和Pegasystems等供应商也处于有利地位 [5] IBM相关情况 - IBM的云渗透特别成功,带来重大货币化机会,分析师将其加入Wedbush最佳想法列表,反映出更高信心 [6]