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Industrial Technology
15 posts
AI-Driven Spending Boom Is No Dot-Com Bust for Investors
by Lei Qiu, Portfolio Manager—Disruptive Innovation Equities, Wentai Xiao, Senior Research Analyst—Disruptive Innovation Equities AllianceBernstein Today’s technology boom…
US Industrial Renaissance: It’s a matter of national security
by Richard Bernstein Advisors The massive US trade deficit amid accelerating deglobalization provides a powerful investment theme. US…
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
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…
Industrial Policy Is Back
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitics is driving new interest in industrial policy. I recently…
The Butterfly Effect in Commerce: When Warehouses Meet Politics
“When trade stops, war comes.”– Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
Ontario's Nuclear Renaissance a Cheat Sheet for US to Decarbonize Effectively
According to Doomberg1, in 2009, the Legislative Assembly of Ontario passed the Green Energy Act (GEA), a bill…
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…
Is This the Start of a New Golden Age of Gold Mining Deals?
by Frank Holmes, CEO, CIO, U.S. Global Investors We may be about to enter a new golden age…
The AI ETF Landscape: Separating the Bots from the Stocks
Artificial intelligence (AI) ETFs have gained popularity in recent times, but there is a significant distinction between ETFs…
Investing in Technology Stocks After the Big Blowout
by Lei Qiu, AllianceBernstein Technology stocks have been pummeled this year, leading some investors to question the sector’s…
Long Under-Investment Trend in Industrials Set to Reverse
Listen on The Move There's a race going on in the industrial sector to modernize, technologize, compete, as…
