LPL Financial - Research’s Post

A rotation in other sectors is starting to show

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/1zxt30sEJR8 #RichardsonWealth #WealthManagement #Valuations

The Quarter That Split the Market, in Six Charts AI stocks have long outperformed the rest of the market, but in the second quarter, AI valuations became seriously disconnected from the rest. - The Wall Street Journal Market source: https://ift.tt/3x5zn8G June 30, 2024 at 02:30AM The Quarter That Split the Market, in Six Charts AI stocks have long outperformed the rest of the market, but in the second quarter, AI valuations became seriously disconnected from the rest. - The Wall Street Journal Market source: https://ift.tt/3x5zn8G June 30, 2024 at 02:30AM https://ift.tt/LCK14Sh

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/p3EA30sEwVS #RichardsonWealth #WealthManagement #Valuations

Analysts retool C3.ai stock price target after earnings - TheStreet: Analysts retool C3.ai stock price target after earnings  TheStreet http://dlvr.it/T7dB8f #ai #artificialintelligence

As inflation eases, interest rates stabilise and the markets focus on generative AI as the next big thing in tech, the foundations look set for a more buoyant M&A market over the coming months. Read the article: https://lnkd.in/dpvKDPn2 #yearinreview #mergersandacquisitions #dealsourcing

#MarketEthos: Using the 1990s dotcom bubble as a loose comparison, is this 1997, 1998, 1999 or 2000? Are the four horsemen of the internet, now the four/five horsemen of AI? https://ow.ly/rBK230sEKoj #RichardsonWealth #WealthManagement #Valuations

Nividia. Nividia report after the bell on Wednesday. It’s been a long time that results have been so eagerly anticipated or that a single stock could derail the market. …or bust the euphoria around AI. Results meets narrative….exuberance meets fear. Poor results will threaten the AI euphoria and a theme which has driven the market higher these last months. I expect a beat but lower then expectations with the attendant roil. A stock split announcement a plausible scenario too. The Bulls believe the AI party is just getting started. That may be, but poor results will force a breather. I’ll take a little profit off the table on the AI complex today, AMD and the likes. I’ll add to my Eli Lily position today and buy any dips on Microsoft (the only company I can see that has added value to its top line via AI as yet). It’s all about sticking to your thesis and discipline. Let’s see. Buckle-up!

Here Are My 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now - The Motley Fool https://lnkd.in/gcMK37Rh --#marketing #sales #salesdriver.io #digitalmarketing #digital #agency #marketingagency #RockfordHunt

Here Are My 2 Top Artificial Intelligence (AI) Stocks to Buy Right Now - The Motley Fool https://lnkd.in/gcMK37Rh --#marketing #sales #salesdriver.io #digitalmarketing #digital #agency #marketingagency #RockfordHunt