Section
Artificial Intelligence
143 posts
Is AI Inflationary or Deflationary?
AI may lower prices long term, but today’s surge in investment is straining supply—posing a near-term inflation challenge for markets and the Fed.
Aligned and Dangerous: J.P. Morgan's Cembalest on Anthropic's Mythos, Cyber Risk, and the New Multipolar AI Threat
by AdvisorAnalyst.com Editorial Team J.P. Morgan's Michael Cembalest doesn't reach for dramatic language lightly. When the Chairman of…
AI Downsides Dominate Discourse
Skepticism of AI may keep its growth in check.
AI Is the Economy Now. Everything Else Is Noise.
by AdvisorAnalyst.com Editorial Team The U.S. economy entered the second half of 2026 not on the strength of…
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…
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
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…
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…
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…
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.
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.
The AI 'Jobs Apocalypse' That Isn't — A Closer Look at What the Data Actually Shows
by Editorial Team, AdvisorAnalyst The doomsday clock is ticking — at least according to the growing chorus of…