Browsing Category
Artificial Intelligence
31 posts
Tech Stocks: Head Fake or Value Shift?
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
April 22, 2024
MFS' Robert Almeida: A Different Paradigm
by Robert M. Almeida, Global Investment Strategist, MFS Investment Management As the world shifts away from one of…
April 19, 2024
AI-Driven Spending Boom Is No Dot-Com Bust for Investors
by Lei Qiu, Portfolio ManagerâDisruptive Innovation Equities, Wentai Xiao, Senior Research AnalystâDisruptive Innovation Equities AllianceBernstein Todayâs technology boom…
April 18, 2024
AI Tipping Point: A Deep Dive Into Semiconductors
by Vishal Hindocha, Global Head of Sustainability Strategy, Genevieve Gilroy, Equity Research Analyst, MFS Investment ManagementÂŽ Which semiconductor…
March 27, 2024
The Second Wave of the AI Investment Theme
by Shannon L. Saccocia, CFA, Chief Investment OfficerâPrivate Wealth, Neuberger Berman The artificial intelligence investment theme made the…
March 11, 2024
Market concentration and the Magnificent Seven: Where next?
by Chris Banse, Russell Investments Executive summary: The Magnificent Seven stocks (Microsoft, Apple, Alphabet, Amazon, Nvidia, Meta, and…
March 6, 2024
Can AI Hallucinations Be Tamed for Investing Models?
by Sahar Attaripour, Portfolio ManagerâMulti-Asset & Hedge Funds Solutions, & François Oustry, Portfolio ManagerâMulti-Asset & Hedge Funds Solutions,…
November 30, 2023
AI Heralds a Technology Paradigm ShiftâBut Not So Fast
by Lei Qiu, Portfolio ManagerâDisruptive Innovation Equities, AllianceBernstein Technological turning points in the past have taught important lessons…
November 28, 2023
Is Too Much Riding on the Tech Titans?
by Joseph V. Amato, President and Chief Investment OfficerâEquities, Neuberger Berman U.S. tech is âMagnificentâ in many ways,…
November 6, 2023
Will âAI Devicesâ Define the Next Decade?
by Cosmo Elms, Thematic Product Specialist, Neuberger Berman Generative AI is poised to revolutionize the smartphone market with…
October 30, 2023
Copilot, not autopilot: How generative AI augments, but doesnât replace active management
by Max Gokhman, CFA, Head of MosaiQ Investment Strategy, Franklin Templeton Investment Solutions AI, with its data analysis…
September 15, 2023
Is It Time for Investors to Consider Sector Rotation Amid a Tech-Heavy S&P 500?
by Frank Holmes, CEO, CIO, U.S. Global Investors Stocks are up 18.7% year-to-date, which is good news for…
September 5, 2023
The High-Stakes Gambling of Masayoshi Son
According to Doomberg1, In 2019, a staggering private market transaction made headlines as shares of OYO, an Indian…
August 29, 2023
What Cisco Teaches Us for Todayâs AI Darling, Nvidia
by Jeremy Schwartz, CFA, Global Chief Investment Officer, & Joseph Attia, Intern, Research, WisdomTree™ Nvidiaâs recent meteoric rise…
August 28, 2023
Market Conversations: Is artificial intelligence coming for our jobs?
by Brian Levitt, Global Market Strategist, Invesco Investing is all about possibilities. And artificial intelligence (AI for short)…
August 25, 2023