Section
Artificial Intelligence
59 posts
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…
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…
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…
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…
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,…
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…
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,…
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…
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…
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…
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…
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…
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)…
AI and the new megacycle for tech
by Julien Gaertner, Drew Macklis, Mihir Mehta, Capital Group Too busy to plan your next business trip? Imagine…
Goldman Sachs â Generative AI: Hype, or Truly Transformative?
by Goldman Sachs - Global Research Since the release of OpenAIâs generative AI tool ChatGPT in November, investor…
