The AI Hype Cycle

Artificial Intelligence (AI) has undergone continuous cycles of development, disillusionment, and progress. Manning & Napier believes we are in the early stages of a 'mini hype cycle' for AI. The company believes we will reach a state of general-purpose AI in 5 years.

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

BOTZ Crosses Critical Technical Indicator

AI is set to overhaul the utilities market - CFA Institute

Energy AI is set to overhaul the utilities market - CFA Institute. The Department of Energy has committed $3B for AI-centric smart grid programs to help combat the complex challenges the utility sector faces. CFA predicted that AI and other digital tools will help to overhaul parts of the U.S. Power grid.

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.

SoundHound AI Stock: Not Yet A Buy, But Keep It On Your Watch List

Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management

Home Market Outlook Today's Equity Market Outlook Q2 2024: Extreme Distortions Everywhere - A Moment For Active Management. Neuberger Berman: U.S. Economic growth has remained resilient and leads the world. Global Industrial Activity Is Picking Up While Early Signs Of Moderating Growth in Europe. We believe extreme market consensus presents a moment for active management.

Weekly Report: what happened at BOTZ 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.

AIQ: Riding The AI Growth Wave

What's Going On With Key AI Stocks AMD, Intel, Nvidia On Friday?

China has ordered major telecom carriers to phase out foreign processors in its telecom systems by 2024. The move will impact American chip giants Intel and AMD. The East Asian country retaliated against U.S. Semiconductor sanctions by eliminating foreign technology from its systems. China set the deadline for 2027.

Can Marvell Compete With Nvidia? AI Era Event Sheds Light

Nvidia is up roughly 230% since this time last year. The chipmaker has benefited from the rapid adoption of Artificial Intelligence (AI) technology. The semiconductor industry as a whole has seen a boost this year. Marvell Technology is another chipmaker that has also benefited from AI hype.

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.

Nvidia Eyes Continued Leadership in $90B Accelerator Market, Despite Recent Dip: BofA Analyst

BofA analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of 1,100. Nvidia is down about -11%, underperforming the SOX and SPX since an all-time high of $950 on March 25.

IShares Spring 2024 Investment Directions

Home Investing Strategy Portfolio Strategy IShares Spring 2024 Investment Directions. The U.S. Economy has evolved largely as we anticipated in our 2024 Year Ahead Outlook. BlackRock believes the Fed will deliver three rate cuts in 2024. Inflation is still stubbornly above the Fed’s target while economic growth is slowing.

Weekly Report: what happened at BOTZ last week (0401-0405)?

How Mega-Forces Will Reshape The Macro Regime And Investing

The Stock Market Is Partying Like It Is 2008

Home Market Outlook Today's Market The Stock Market Is Partying like It Is 2008 Desmond Lachman: The stock market is partying like it is 2008 even at a time of high interest rates. He says the market is ignoring the risk of heightened world trade tensions. The market is also ignoring the slow-motion train wreck in the commercial real estate sector.

Nine Align; Benign? Nein!

AI ETFs: Q1 of 2024 Update