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Technology
225 posts
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…
November 28, 2023
The Hydrogen Revolution has Begun
by Ronald B. Silvestri, Senior Research Analyst, Neuberger Berman The leader of the periodic table is poised to…
November 12, 2023
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,…
November 6, 2023
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…
October 30, 2023
BTRY for Battery
by Niels Clemens Jensen, Absolute Return Partners It is time to rethink battery technology. Moritz Futscher, CEO of…
October 4, 2023
Doomberg: Separating Fact from Fiction
Listen on The Move The head of the Doomberg team, maestros at deciphering the complex symphony of the…
September 27, 2023
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…
September 15, 2023
How Can Companies Turn AI Promise into Profits?
by Michael Walker, Portfolio Manager/Senior Research AnalystâConcentrated Growth, & James T. Tierney, Jr., Chief Investment OfficerâConcentrated US Growth,…
September 10, 2023
Mega-Cap Stocks Continue To Dominate. But Why?
by Lance Roberts, RIA Mega-cap stocks continue to dominate the market in 2023. The question is, why? After…
September 7, 2023
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…
September 5, 2023
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…
August 29, 2023
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…
August 28, 2023
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)…
August 25, 2023
Industrial Policy Is Back
by Carl R. Tannenbaum, Chief Economist, Northern Trust Geopolitics is driving new interest in industrial policy. I recently…
August 17, 2023
The Butterfly Effect in Commerce: When Warehouses Meet Politics
âWhen trade stops, war comes.ââ Jack Ma Drawing parallels from James Gleick's book Chaos: Making a New Science,…
August 10, 2023