UBS analysts said that if the 10-year bond yield (US10Y) reaches 5% – currently at 4.65% and in an upward slope – equities would see a negative impact. Andrew Garthwaite, chief global equity ...
Dan Loeb is swapping out one of the cheapest industry-leading AI stocks for another with well-defined competitive advantages and a nosebleed valuation.
The company is facing pressure on two fronts—the government and a host of new AI-powered search rivals. It has the capacity to meet both challenges and continue to prosper.