Mirae’s K-pop dream, Goldfinger’s greed, Get an EV for zero %, Data centre building, Electricity demand woes, Tech funds surge, Amazon’s failed ambition, When pizza beats tech and much more.
Tag: Microsoft
Wellington: Expect a bubble in AI hardware providers
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
The FSA Spy market buzz – 12 January 2024
Bitcoin ETFs off the leash, Federated Hermes’s new ETF, Apple vs Microsoft, Alliance Bernstein’s results, India’s vast online buyers, Pinebridge on AI, Who owns the US stock market and much more.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
The FSA Spy market buzz – 22 September 2023
AllianceBernstein’s new large cap ETF, The SEC gets ‘investment term’ serious, small-cap managers outperform, Dumb Money is coming, Franklin Templeton’s divis, Pictet on building and much more.
Investors eye pricing strategy to turn AI promise into profit
Equity investors should focus on companies with clear approaches to pricing in generative artificial intelligence to profit from this revolution, says AB.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
JP Morgan AM’s Goldfeld makes the case for high yield
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
The FSA Spy market buzz – 3 December 2021
Non-fungible token ETF; Broadridge’s ESG predictions; Moody’s alternatives joy; China’s new VC venue; Lombard Odier is hiring; Alibaba’s pain continues; Microsoft boss’s cash in; advertising and much more.
