Section
Technology
444 posts
Seth Klarman Calls It: "I Think It Has Characteristics of a Bubble"
Seth Klarman does not need the legendary label CNBC's Sara Eisen attaches to him before their conversation even…
Tech's Cash Flow Tells the Truth: RiverFront Says the Party Isn't Over Yet
The questions piling into RiverFront Investment Group's inbox have a familiar ring to them — and Chris Konstantinos…
Tech Stock Climax
by William Smead, CIO, Smead Capital Management Dear fellow investors, In my 45 years in the investment business,…
Who Should Own AI? AllianceBernstein's Jenkins Asks the Question Politicians Won't Answer
by Editorial Team, AdvisorAnalyst.com A strange thing has happened in American politics: Bernie Sanders and Donald Trump agree…
Why Nobody Can Score AI Job Exposure — Benedict Evans Makes the Case for "It Depends"
by Editorial Team, AdvisorAnalyst.com Every wave of automation produces the same parlour game: rank the jobs, score the…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Glass and Light: The Infrastructure Layer of the Quantum Market Is Missing
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways Nvidia’s multibillion-dollar investments in Lumentum, Coherent and Corning…
The Ten Laws of AI Investing: Morgan Stanley's Framework for the Decade Ahead
by AdvisorAnalyst.com Editorial Team Three years ago, artificial intelligence was a curiosity. Today it is a capital allocation…
Market Ethos: IPOs, Oil and Gold
by Craig Basinger & Derek Benedet, Purpose Investments Conversations with investors during client events and advisors from one…
Justin Huhn: Uranium is The Missing Layer Beneath the AI Trade
Listen on The Move Most portfolios already own the AI trade — but almost none own the…
When the AI Bubble Bursts, Don't Count on the US Consumer
Man Group's latest Views from the Floor surfaces a structural crack hiding in plain sight — and it has nothing to do with semiconductors.
SpaceX IPO: A Great Business at the Wrong Price
The SpaceX IPO is shaping up to be one of the most anticipated listings in a generation —…
The Rally Nobody Trusts—and Why It Keeps Going Anyway
Scott Rubner of Citadel Securities spent seven weeks in front of institutional investors across three continents. What he heard wasn't confusion. It was nervous consensus.
SpaceX's IPO Is Historic. Its Impact on Your Portfolio Is Not.
The SpaceX IPO is shaping up to be the most talked-about market event of 2026. But Horizon Investments'…
Investor Survey: For advisors using AI, transparency is not optional
Wealth Strategist Ben Rizzuto discusses findings from Janus Henderson’s 2026 Investor Survey highlighting why it’s important for advisors to be open with clients about how they’re implementing artificial intelligence (AI) in their practices.
Tech & Rates - A Disconnect...or Confirmation?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Last week we made the case that the…