An AI Bubble? Know Which AI ETFs Stand Out

Weekly Report: what happened at WTAI last week (0429-0503)?

Capital Markets Outlook: Q2 2024

Investors are wrestling with concerns over stubborn inflation, faster-than-expected economic growth, and a tight labor market. We expect normalization to continue in inflation and growth. In the first quarter of 2024, most major equity market indices rallied to all-time highs. Alistair Berg gives his Capital Markets Outlook for Q2 2024.

Is There A Tech Bubble? Our Current Tech Positioning

How Does Artificial Intelligence Affect Investors?

Artificial intelligence is a nebulous concept that carries different meanings for different people. Ashley Oerth, a Senior Investment Strategy Analyst at Invesco, discusses the possibilities of AI in the business world. The powerful and not fully understood technology can help companies make their workers more productive. As the technology is embraced, investors look out for the next big success story.

Anatomy Of An AI Correction

The AI ecosystem comprises semiconductors, software, other hardware and innovative use cases. Investing in AI carries risks such as intense competition and rapid product obsolescence, says Christopher Gannatti, CFA. The WisdomTree Artificial Intelligence and Innovation Fund looks at the potential of AI in 2024.

Evaluating The AI Megatrend In 2023

Global corporate investment in AI has grown from $14.57 billion in 2013 to $189 billion in 2023. Private investment in generative AI has increased by more than 5x relative to levels observed in 2022. The U.S. Leads in private investment inAI, with no other country coming close to its level.

AI In Your Pocket

Computing power is shifting from the cloud to the “edge,” unlocking new opportunities for chipmakers. Edge computing is the engine of the Internet of Things (IoT) Edge computing enables AI to play a deeper role in our daily lives.

Weekly Report: what happened at WTAI last week (0422-0426)?

AI Revolution Driven By New Supercomputers

Home Market Outlook Today's Market AI Revolution Driven By New Supercomputers. The current generative AI boom is driven by a spectacular increase in the capacity of microchips. A web of servers can perform calculations on extremely large datasets. We discuss the spectacular innovations giving rise to Nvidia as a leading player in the technology domain.

Riding The Momentum - Looking Beyond The Tech Giants

Home Market Outlook Today's Market Riding The Momentum - Looking Beyond The Tech Giants. BlackRock Systematic's Systematic Equity Outlook explores macro and micro risks. The persistence of persistent market themes like AI has contributed to high equity index concentration and strong performance of the momentum factor. Inflation and rising geopolitical risks dominate the equity market narrative.

AI Frontrunners Will Benefit Most, With Microsoft In The Lead

Large technology firms are investing a lot to become AI services leaders. The hyperscale data centre market is currently dominated by four large companies in the West. We expect Microsoft to be the market leader providing actual services. The largest American technology companies should benefit greatly from Generative AI.

Weekly Report: what happened at WTAI last week (0415-0419)?

Thursday's ETF with Unusual Volume: WTAI

The AI Hype Cycle

AI-Driven Spending Boom Is No Dot-Com Bust For Investors

AI To The Rescue? Overhauling The U.S. Power Grid On The Path To Net Zero

Overhauling The U.S. Power Grid On The Path To Net Zero. Electricity grid operators in the United States have begun to use AI and other digital tools to analyze vast amounts of data. The path to attaining zero emissions by 2050 calls for an overhaul of the global power grid.

Weekly Report: what happened at WTAI last week (0408-0412)?

AI Productivity Gains May Be Smaller Than You're Expecting

Artificial Intelligence could lead to a positive productivity shock at the macroeconomic level, says ING. Despite the adoption of AI, productivity growth in developed economies has been relatively slow in recent years. The impact of AI is yet to be felt in country-level data, but we believe it will be significant.

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.