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Technology
225 posts
AOH1996: Breakthrough Cancer-Killing Drug or Just Another Hype?
“The fact that hype exists doesn't prove that something is not important.” – Vilayanur Ramachandran This sentiment is the…
August 9, 2023
3 surprising investing ideas to consider now
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments This Fidelity strategist shares where she sees potential.…
August 8, 2023
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…
August 8, 2023
Economic Powerplay: US-China Battle for Semiconductors
Good artists copy, great artists steal. – Pablo Picasso This sentiment rings true as Doomberg1 examines the escalating…
July 31, 2023
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…
July 26, 2023
Goldman Sachs – Generative AI: Hype, or Truly Transformative?
by Goldman Sachs - Global Research Since the release of OpenAI’s generative AI tool ChatGPT in November, investor…
July 21, 2023
Nasdaq Rebalance Spotlights Risks from Supersized Set of Stocks
by AllianceBernstein Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure…
July 19, 2023
Equity Outlook: AI Stars Eclipse Broader Earnings Resilience
by Chris Hogbin, Head – Equities, AllianceBernstein Excitement over AI has driven equities this year. Yet investors should…
July 13, 2023
Technology advancements driving opportunities in health care
by Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group, Amritha Kasturirangan, Portfolio Manager, Research Analyst, Franklin…
July 11, 2023
Artificial Intelligence Envy
by William Smead, Smead Capital Management Dear fellow investors, Charlie Munger says, “Envy is a really stupid sin…
June 28, 2023
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…
June 27, 2023
Speculation In A.I. May Face Challenges
by Lance Roberts, RIA The current market speculation surrounding artificial intelligence (A.I.) has garnered everyone’s attention. You can’t…
June 22, 2023
Will AI Transform the Healthcare Industry for Investors?
by Vinay Thapar, CFA| Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities; Portfolio Manager—Global Healthcare, AllianceBernstein Healthcare…
June 14, 2023
Big Tech turnaround: Can it continue?
by Mark Casey, Cheryl Frank, Martin Jacobs & Martin Romo, Capital Group Big Tech is making a comeback.…
June 2, 2023
SIC Mix
by John Mauldin, Frontline Thoughts, Mauldin Economics Granddaddy Bear Cash Buyers Change Agent Nashville, Cancun, NYC, Memphis, and…
May 29, 2023