Section
Artificial Intelligence
261 posts
The Pause Before the Push
Jeffrey R. Thompson, Chief Executive Officer of Donoghue Forlines1, opens the firm's October 2026 commentary with a market…
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
The Party Before the Party: Where Growth Compounds Now
This year's mega-IPOs have reopened an old argument about where equity investors find the most growth. In "Growth…
When a Credit Default Swap Isn’t about Credit
by John Mauldin, Mauldin Economics I have written on various aspects of artificial intelligence for the last two…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Five Years From Unrecognizable: Bridgewater's Jensen on the Feedback Loop Markets Refuse to Price
The tidal wave of headlines can feel like noise. For Greg Jensen, Co-Chief Investment Officer of Bridgewater Associates,…
Power, Permitting, Paper: Why AI's Buildout Is Being Forced to Pace Itself
The prevailing picture of the AI infrastructure buildout is a straight line: more chips, more data centers, more…
Tech Weakness Fuels Bond Rally and Value Rotation
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree The Federal Reserve meeting last week was largely uneventful. The S&P 500…
Oscillating Enthusiasm
by Craig Basinger, Chief Market Strategist, Purpose Investments For all the headwinds and now some wobbling in AI…
AI Reality Check: Looking Beyond the Adoption Curve
by Lei Qiu, Head—Thematic Equities, AllianceBernstein Long-term AI winners will need to translate deployment into defensible profits. AI…
Running Scared: Amazon, Intel Put Tech on Defense
AI and chip-related stocks plunged again after Amazon's poor results and Intel's weak outlook sent those shares to sharp losses. Staples and Treasuries rose in a defensive move.
We’ve Just Had a Crucial Tech Wreck
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “The stock market has entered a complicated…
Ride the Bubble, Watch the Generals
Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Markets Strategy at Citi, joined Meb Faber on…
The AI Buildout Is Not Adding to the Economy. It Is Restructuring It.
Announced capital spending across major U.S. technology companies now points to more than $1 trillion in desired annual…
Cheap Tokens, Scarce Compute: The Investment Divide at the Heart of the AI Boom
In a pointed analysis published October 28, 2026, Frank Flight of Citadel Securities Global Macro Strategy draws a…
When the Guardrails Argument Wins: Bridgewater Delivers Its Most Consequential Case
Bridgewater's Nir Bar Dea and Greg Jensen systematically dismantle the four pillars of AI deregulation — and the implications for investors are harder to ignore than the policy debate itself.