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The GER40 traded slightly higher, supported by tech stocks following Nvidia's strong outlook and AI optimism. However, gains were limited as investors await the Jackson Hole symposium and Fed guidanc…
Lumentum and Coherent surged after joining the S&P 500, fueled by AI infrastructure growth benefiting optical components. Despite Nvidia favoring copper cabling, AI-driven demand boosts related optic…
The U.S. stock market trades at a high forward P/E ratio with significant concentration in AI-related stocks like Microsoft and Nvidia, implying modest or negative returns ahead but recognizing AI's …