The AI Bubble?
Jeremy Siegel, a well-known economist and professor at Wharton, remains optimistic about a potential Big Tech boom driven by artificial intelligence, despite concerns of a possible bubble forming.
Go Deeper (2 min read)Paradigm-Shifting AI Assistants
Microsoft co-founder Bill Gates expressed his belief that the leading company in the field of artificial intelligence (AI) in the future will be the one that creates a personal digital agent capable of performing various tasks for individuals.
Go Deeper (2 min read)EV Deliveries Plunge In China
Xpeng has projected that its vehicle deliveries for the second quarter will range between 21,000 and 22,000, indicating a year-over-year decline of approximately 36.1% to 39.0%.
Go Deeper (2 min read)The Great Reshoring
With the outbreak of the COVID-19 pandemic, supply chain disruptions became prevalent, prompting several Western countries to initiate campaigns focused on reshoring and nearshoring.
Go Deeper (3 min read)Netflix Gains Momentum with Ad-Supported Tier
The streaming service recently disclosed that its more affordable ad-supported option has garnered five million monthly active users. Furthermore, in areas where this tier is available, approximately 25% of new subscribers are opting for it.
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The Buffett Meeting
Despite concerns about the economy and recent market fluctuations, Warren Buffett, CEO of Berkshire Hathaway, remained calm and composed during a Q&A session with shareholders.
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May 2023 - Commentary
Interest rates might remain elevated for some time as inflation drags along. A series of broader systemic issues such as the ongoing banking crisis in the U.S.A., uncertainties related to the war in Ukraine and the re-start of the Chinese economy weight on some major companies in Europe and abroad.
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The ESG Joyride?
On Tuesday, Florida Governor Ron DeSantis signed a bill that prohibits state officials from using public funds for environmental, social, and governance (ESG) initiatives, as well as ESG bond sales.
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Tech Giants Tout AI Investments
Microsoft and Google's Q2 results show slow sales growth despite their promises of AI investment and the launch of generative AI products. The companies have emphasized the potential of AI, particularly in natural language processing, to usher in a new era of computing.
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Apple Bets Big On India
Apple CEO Tim Cook has been optimistic about India for years, and now the tech giant is expanding its footprint in the country while reducing its reliance on China.
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April 2023 - Commentary
Today, we're happy to share the 47 U.S., Canadian, European and Japanese stocks that meet all our growth, value, quality requirements.
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