Browsing Category
Technology
170 posts
Is ChatGPT the Next "Killer App?"
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, AllianceBernstein ChatGPT has ignited the world’s imagination about the power of…
February 23, 2023
Quick thoughts: Read, write, own—how Web3 can restore trust in markets and society
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Web1” represents…
January 5, 2023
Read, write, own—how Web3 can restore trust in markets and society
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton “Web1” represents…
December 7, 2022
Evolution & revolution: Five technology megatrends impacting society
by Sandy Kaul, Head of Digital Assets and Industry Advisory Services, Franklin Templeton Technology megatrends transform society, and…
November 23, 2022
Meta Platforms Is Blowing Through Billions of Dollars in Free Cash Flow. Will the Metaverse Bet Pay Off?
by Frank Holmes, CEO, CIO, U.S. Global Investors In 1990, a new tech start-up was spun out of…
November 6, 2022
Investing in Technology Stocks After the Big Blowout
by Lei Qiu, AllianceBernstein Technology stocks have been pummeled this year, leading some investors to question the sector’s…
October 26, 2022
Has Innovation Bottomed, Part 2: S&P 500 R&D/Sales 1st Quintile Analysis
by Stephen Vanelli, CFA, Knowledge Leaders Capital A couple weeks ago, in our quarterly strategy report (see: QSR-Has…
October 14, 2022
Has Innovation Bottomed? Is It Cheap Yet?
by Stephen Vanelli, CFA, Knowledge Leaders Capital Innovation was the market darling thematic for many years leading up…
September 21, 2022
Four Technical Patterns in the Tech Sector
by Stephen Vanelli, CFA, Knowledge Leaders Capital Using our proprietary point-and-figure-based charting system, I review a couple thousand…
September 15, 2022
What Is the Semiconductor CHIPS Act, and Why Does the U.S. Need It?
by Frank Holmes, CEO, CIO, U.S. Global Investors The bipartisan Creating Helpful Incentives to Produce Semiconductors for America…
August 14, 2022
Dividend Payers and Growers: Resilient During Periods of High Inflation and Rising Rates (feat. Sri Iyer, Guardian Capital)
Listen on The Move We had the pleasure of interviewing Sri Iyer, Managing Director and Head of…
August 10, 2022
Communications Breakdown: The Broadband Wasteland
by Mandana Hormozi, Portfolio Manager, Research Analyst, Franklin Mutual Series, Franklin Templeton Investments In the second of a…
July 17, 2022
Communications Breakdown: The Great Subscriber Shuffle
by Mandana Hormozi, Portfolio Manager, Research Analyst, Franklin Mutual Series, Franklin Templeton Investments In the first of a…
July 14, 2022
Long Under-Investment Trend in Industrials Set to Reverse
Listen on The Move There's a race going on in the industrial sector to modernize, technologize, compete, as…
June 30, 2022
The Future of Food is Technology
by Stephen H. Dover, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton In our new…
June 22, 2022