Section
Industrial Technology
36 posts
The Bill You Didn't Know You Were Running
AI's Energy Footprint Is Larger, Dirtier, and Less Transparent Than Anyone Is Telling You
From AI Hype to Reality: Investing in the Great Acceleration with ARK's Dan White
Listen on The Move What if the greatest risk in your portfolio right now isn't owning too…
So…You Want to Build a Data Center
by Thomas Shipp, Head of Equity Research, LPL Research Additional content provided by Tucker Beale, Sr. Analyst, Research.…
The Great Rotation: From AI Buildout to AI Adoption
Why the Next Phase of the AI Boom May Belong to Early Adopters, Not Infrastructure Giants
The Global Power Crunch: The New Geopolitical and Economic Frontier
by Shawn Reynolds, Portfolio Manager, Global Resources, Van Eck Global power demand is surging, energy security is the new…
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
Fiber Optics vs. Data Centers: Dotcom and AI Comparisons
by Jeffrey Buchbinder, Chief Equity Strategist, LPL Financial Additional content provided by Brian Booe, Associate Analyst, Research. In…
Investing at the intersection: Infrastructure + AI
by Blackrock Fundamental Equities Infrastructure investing, once considered a niche play, is now at the center of the…
Markets: Bullish Vs Bearish Case
by Lance Roberts, RIA Just recently, Scott Rubner of Citadel Securities wrote an excellent piece discussing the bull…
AI Is Powering Productivity
by Ryan Boyle, Senior Economist, Northern Trust Gains from AI will be gradual but significant. Everything that our…
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Entering the intelligence age: Tech lessons for today’s market
The recent tech pullback echoes past cycles, but history offers key lessons. Franklin Equity Group shares three lessons to help seize opportunities as we move into the intelligence age.
The Nuclear Renaissance: Splitting Atoms, Not Hairs
The global energy landscape is at a crossroads, where soaring demand intersects with the relentless push for decarbonization.
4 AI bottlenecks could bolster old economy companies
by Jared Franz, Cheryl Frank, and Brad Olalde, Capital Group The artificial intelligence (AI) hype cycle may be coming to…
Why Tobacco, Utilities, and Real Estate Are Surpassing Tech in 2024
An examination of market trends and dynamics across the global equity markets. by Ross Cartwright, Lead Strategist, Investment…
Why Japan May Be the Next Semiconductor Powerhouse
by Grace Huang, Senior Analyst, AGF Investments Japan’s equity market has been hit hard by the recent correction…