Yahoo Finance’s Post

My brilliant colleagues Tony Kim, Kate Moore, Jeff Spiegel, & Raffaele Savi put their heads together to discuss what’s next for #AI and how this revolutionary technology is impacting #markets. The key takeaways? -In H1 2023, equity performance was largely attributed to AI-driven mega-cap tech;* there could be more opportunity across the AI value chain and new sectors of the economy. -Investors may consider expanding their focus to purer play AI firms with thematic ETFs and active strategies that focus on AI alongside digital disruption broadly. -Check out the chart below: BlackRock analyzed moderate equity portfolios and found that on average these portfolios had <1.5% exposure to both pure-play AI and semiconductor companies.** -Advisors may leverage AI to enhance their practice efficiency and consider investment strategies that incorporate AI techniques to inform the investing process itself. Head to BlackRock.com to read the piece: https://lnkd.in/ewEmUh2b *Source: Morningstar, as of 10/31/2023. The average total return of the “Magnificent Seven” was 81%. The “Magnificent Seven” includes Microsoft Corp., Amazon. com Inc., Meta Platforms Inc., Apple Inc., Alphabet Inc., Nvidia Corp., and Tesla Inc. Past performance does not guarantee future results. Mega-cap firms are defined as having over $100B in market capitalization. **See Figure 1 footnote for more detail.

Please stop talking about innovation leaving America. This is a story about American exceptionalism. Microsoft ($3.29T), Apple ($3.27T), and NVIDIA ($3.19T) have been vuying for the spot of the *world’s* most valuable company. Combined, their $10T marketcap is over 20% of the S&P 500 and bigger than China’s entire stock market.🚀 The primary growth story behind all of these companies — and arguably the entire Covid recovery and the return of American exceptionalism in Big Tech — is generative #artificialintelligence and the magic powers of foundation models. While we may be in the perfect storm of hype bubbles, I'm high on the sugar rush. Plum Labs helps the rest of us tap into these models and use them to optimize our decision making in the markets. #innovation #ai #data #digitalassets #venturecapital

🚀 Exciting news in the AI sector! Leading Wall Street analysts have recently updated their ratings on some major players in the Artificial Intelligence (AI) field. Here's what you need to know: 1. Goldman Sachs now rates Microsoft (MSFT) as a "Buy" due to their robust AI capabilities via Azure. 📈 2. Morgan Stanley praises Google (GOOGL) as "Overweight" for their exceptional data resources and AI research. 🌐 3. JPMorgan sees a bright future for NVIDIA (NVDA), rating it "Overweight" thanks to its promising data center prospects. 💡 4. Barclays is keen on AMD's new tech, starting them off with an "Overweight" rating. 🔍 5. UBS sets a $500 price target for NVIDIA, citing its strong position in AI hardware. 🎯 🤔 How do you think these advancements and analyst upgrades will reshape the AI landscape? Are you considering any of these companies for your next investment? 💬 Share your thoughts and let’s discuss the future of AI in the tech industry! #AI #investment #technology #Microsoft #Google #NVIDIA #AMD #ArtificialIntelligence #WallStreet --- With such significant movements and ratings, it's clear the AI market is poised for substantial growth, and these companies are at the forefront. Whether you're an investor, tech enthusiast, or industry professional, these developments are worth keeping an eye on!

2024 will be the ‘YEAR OF AI’ 🌐 In 2024, AI is poised to solidify its position as a dominant investing theme, potentially leading to a surge of up to 33% in tech stocks, according to Wall Street analyst Dan Ives of Wedbush. Ives predicts the Nasdaq Composite index could reach 20,000 points, marking a 25% increase for tech stocks. He emphasizes the Street's underestimation of the rapid AI monetization cycle. The battle between Microsoft and Alphabet is expected to intensify, with other tech giants like Apple, Amazon, Nvidia, and Meta Platforms collectively investing billions in AI. Analysts, including Minerva Analysis founder Kathleen Brooks, anticipate AI to continue as a dominant theme in 2024. #AIInvesting #TechStocks #AIRevolution

https://lnkd.in/dcDBrGfD In the long run, if artificial intelligence proves to be the "new internet" the magnificent seven technology stocks or Apple, Microsoft, Alphabet, Amazon, Meta, NVIDIA and Tesla may well prove undervalued, but Wolfteam Ltd.'s house view is that it is doubtful that artificial intelligence, AI will prove as powerful as the internet. Artificial intelligence, AI is just an application of the data gathered from the internet and offline. #apple #microsoft #alphabet #amazon #meta #nvidia #tesla #investing #investingstrategy #magnificent7 #technology #techstocks #stocks #stocksandshares #valuation #investmentbank #wallstreet

One of the key components of Big Tech’s success is the companies’ ability to grow while keeping huge capital investment low. Unlike legacy businesses such as oil stocks or retailers, tech firms have managed to contain the cost bases by investing only in people rather than big physical infrastructure. But now, AI is changing all of that. Spending on computing power and AI hardware has gone through the roof, and this could, and maybe should, fundamentally shift how we view and analyse Big Tech stocks. Arthur Sants explains more about what this means for investors here: https://on.ft.com/4eF7YJD

Jamie Dimon, CEO of one of the largest Investment banks in the world, JP Morgan, predicts that AI could reduce the work week to 3.5 days in the future. He states that Artificial Intelligence is already being used by thousands of employees in his bank and will dramatically improve and enhance their quality of life. According to a Goldman Sachs report, AI technology could improve labour productivity and boost global GDP by as much as 7%. This only strengthens the position of AI tech investments globally as more embrace AI in their everyday lives. Adding AI tech companies to your investments, like NVIDIA, Meta, and Amazon can potentially offer good returns and more diversity to your portfolio. Consult your financial advisor to learn more. #deVereInvestment #ArtificialIntelligence #TechInvestments

The impact of AI on capital markets is now absolutely mainstream.