CoinWorld News, U.S. stocks rose as investors set aside concerns over the latest U.S.-Iran conflict and turned to buying tech stocks. Despite escalating Middle East tensions, investors remain focused on signs that the AI investment boom remains strong after a sharp decline in chip stocks earlier this week. Goldman Sachs' trading desk wrote in a report: "Our client conversations have not revealed any substantial fundamental concerns about AI trades or capital expenditure outlook, and clients generally believe the recent market correction is mainly technical rather than fundamental." BlackRock economist Helen Zhuwell echoed that view, saying that even though the largest tech companies have begun to generate negative free cash flow and are increasingly financing expansion through debt markets, investment commitments in the AI field should still support this investment theme for at least another two to three years.

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GaslightSamurai
· 2h ago
The Middle East is in turmoil, but Wall Street has eyes only for AI.
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RugproofRookie
· 9h ago
Debt expansion in exchange for growth, we've seen this playbook too many times.
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StardustRouter
· 9h ago
BlackRock’s economist—her rhetoric is flawless. Translated, it means: keep the music playing, keep the dancing.
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Post-RainTvl
· 9h ago
Semiconductor stocks just climbed out of the dip, bulls are really tough.
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AirdropUnderTheNeonBridge
· 9h ago
How long can the AI capital expenditure story last? I'm buying it for now, anyway.
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ThereAreCatsInTheContract.
· 9h ago
Technology stocks are perking up again
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