The AI Hype Cycle

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

AI is set to overhaul the utilities market - CFA Institute

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.

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 AIQ 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

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.

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 AIQ last week (0401-0405)?

How Mega-Forces Will Reshape The Macro Regime And Investing

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

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.

S&P 500, Nasdaq 100 Eye Record Close As Magnificent 7 Rally, Bitcoin Rebounds: What's Driving Markets Thursday?

S&P 500, Nasdaq 100 and Dow Jones on track for record closes as major averages all show gains Thursday. Data shows surge in last week's unemployment claims, which could signal slowing labor market pace in March. AI-related stocks outperformed, with the Global X Artificial Intelligence & Technology ETF reaching fresh all-time highs.

AI Revolution Is Underway, Yet Its Economic Impact Is 'Several Years Off': Goldman Sachs

Many U.S. Workers have already begun integrating AI tools into their work routines. Less than 5% of companies leverage AI to enhance their product and service offerings. Goldman Sachs says a major economic impact is still “several years off” The transition toward artificial intelligence is advancing steadily.

Nine Align; Benign? Nein!

AI and Robotics ETF (AIQ) Hits New 52-Week High

Equity Investing: A Strategic Mindset For A Changing World

Home Investing Strategy Portfolio Strategy Equity Investing: A Strategic Mindset For A Changing World by Nelson Yu. Inflation and interest rates in transition, it's time to take a fresh look at the forces driving business models, profitability and equity returns. Higher inflation puts a premium on real returns - the amount of return investors can generate above inflation.

AIQ: Portfolio Mismatch Due To Stock Selection Methodology

Global X Artificial Intelligence & Technology ETF focuses on companies that use AI in their products or services. 25% of the AUM is in the current AI infrastructure stocks such as Nvidia, Broadcom and Samsung. The ETF has a portfolio price target upside potential of 9% with Chinese companies like Tencent and Alibaba standing out.