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И ты, Голдман? [последние слова ИИ-хайпа]. «Генеративный ИИ: слишком много затрат, слишком мало пользы?» [доклад GS] «Через 18 месяцев после появления в мире генеративного ИИ не было найдено ни одного действительно преобразующего, не говоря уже о экономически…
Бабла на ИИ подняли, можно и сваливать:

Хедж-фонды избавляются от американского сектора TMT (технологий, медиа и телекоммуникаций) – идёт 4-я неделя чистых продаж. [Goldman Prime Book]

«Недостаточный вес» (Underweight) техсектора по отношению к широкой фонде S&P 500 достиг самого высокого уровня за всё время наблюдений.

Энергетический сектор, в свою очередь, демонстрирует чистые покупки 4-ю неделю подряд.

@MarketHeart



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Бабла на ИИ подняли, можно и сваливать:

Хедж-фонды избавляются от американского сектора TMT (технологий, медиа и телекоммуникаций) – идёт 4-я неделя чистых продаж. [Goldman Prime Book]

«Недостаточный вес» (Underweight) техсектора по отношению к широкой фонде S&P 500 достиг самого высокого уровня за всё время наблюдений.

Энергетический сектор, в свою очередь, демонстрирует чистые покупки 4-ю неделю подряд.

@MarketHeart

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The Securities and Exchange Board of India (Sebi) had carried out a similar exercise in 2017 in a matter related to circulation of messages through WhatsApp. The company maintains that it cannot act against individual or group chats, which are “private amongst their participants,” but it will respond to requests in relation to sticker sets, channels and bots which are publicly available. During the invasion of Ukraine, Pavel Durov has wrestled with this issue a lot more prominently than he has before. Channels like Donbass Insider and Bellum Acta, as reported by Foreign Policy, started pumping out pro-Russian propaganda as the invasion began. So much so that the Ukrainian National Security and Defense Council issued a statement labeling which accounts are Russian-backed. Ukrainian officials, in potential violation of the Geneva Convention, have shared imagery of dead and captured Russian soldiers on the platform. These administrators had built substantial positions in these scrips prior to the circulation of recommendations and offloaded their positions subsequent to rise in price of these scrips, making significant profits at the expense of unsuspecting investors, Sebi noted. "There are a lot of things that Telegram could have been doing this whole time. And they know exactly what they are and they've chosen not to do them. That's why I don't trust them," she said. That hurt tech stocks. For the past few weeks, the 10-year yield has traded between 1.72% and 2%, as traders moved into the bond for safety when Russia headlines were ugly—and out of it when headlines improved. Now, the yield is touching its pandemic-era high. If the yield breaks above that level, that could signal that it’s on a sustainable path higher. Higher long-dated bond yields make future profits less valuable—and many tech companies are valued on the basis of profits forecast for many years in the future.
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