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Quick Thoughts: DeepSeek +1 day
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute January 28, 2025 Exploring the…
DeepSeek DeepSinks Bullish Exuberance
by Lance Roberts, RIA On Monday, markets were rocked by news that a Chinese Artificial Intelligence model, DeepSeek,…
Thematics in Flux
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: In 2024, thematic investing saw extreme performance disparities.…
CapEx: The Fuel Supply for the Artificial Intelligence Megatrend
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways The escalating capital expenditures of tech giants…
Can the Magnificent Seven sustain their trajectory?
If history is any indication, thereâs a really good chance weâll experience some reversion to the mean, that may impact some, if not all of the Magnificent 7 stocks, whose valuations (and volatility) have soared in the recent past, not to mention broader markets, as well.
AI fever: Has it gotten too hot?
by Chris Buchbinder, Equity Portfolio Manager, Capital Group Investor enthusiasm for artificial intelligence has gripped the financial markets…
Will AI Be Coming for Your Job (Anytime Soon)?
by Christopher Gannatti, CFA, Global Head of Research, WisdomTree Key Takeaways The academic framework suggests that AI will…
Prompting AI: Can Better Conversations Drive Better Investment Research?
by Andrew Y. Chin, HeadâInvestment Solutions and Sciences & Yuyu Fan, Principal Data ScientistâInvestment Solutions and Sciences, AllianceBernstein…
1997 or 2000?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. We are clearly in some sort of "artificial intelligence…
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 and the new megacycle for tech
by Julien Gaertner, Drew Macklis, Mihir Mehta, Capital Group Too busy to plan your next business trip? Imagine…
Investing in Web3 Companies: Riding the Wave of the Next Digital Revolution
by Frank Holmes, CEO, CIO, U.S. Global Investors Bracing for Web3, the Next-Generation Internet Imagine a new digital…
Big Tech turnaround: Can it continue?
by Mark Casey, Cheryl Frank, Martin Jacobs & Martin Romo, Capital Group Big Tech is making a comeback.…
SIC Mix
by John Mauldin, Frontline Thoughts, Mauldin Economics Granddaddy Bear Cash Buyers Change Agent Nashville, Cancun, NYC, Memphis, and…
Tech Stock Hail Mary
by William Smead, Smead Capital Management Dear fellow investors, The most famous âHail Maryâ in American football history…