THNQ News and Press, ROBO Global Artificial Intelligence From 04/04/24

2024-04-04 16:25:00 ET Summary Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. That may be about to change. The market’s resilience reflects a potential turning point for equity investors, in our view. Our research in...

2024-04-03 13:45:00 ET Summary Nearly 100% of US equity valuations are at or near all-time record overpricings, while many reliable signals of upcoming market behavior have approached or surpassed all-time record extremes. Investors are ignoring these extremes in the market. In th...

2024-04-02 06:20:00 ET Summary With 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 abo...

2024-03-26 00:45:00 ET Summary We see falling inflation, nearing interest rate cuts and solid corporate earnings supporting cheery risk sentiment. We tweak our tactical views and stay pro-risk. U.S. stocks hit record highs last week and 10-year yields fell as the Fed stuck with pl...

2024-03-22 13:17:57 ET Looking ahead to the second quarter of 2024, BlackRock suggested Friday that stocks appear well positioned to outperform both bonds and cash. While warning that investors should remain selective, the firm also spotlighted the potential driver AI represents.... R...

2024-03-22 11:15:00 ET Summary A positive January for U.S. stocks is typically a prelude to a positive year, with our analysis finding the correlation to hold 80% of the time since 1928. Stocks look well-positioned to outperform bonds and cash again this year, but high valuations ...

2024-03-19 02:50:00 ET Summary Typically, a back-up in rates has led to a sell-off in stocks. We believe the current environment is different for three reasons: the degree of the move in rates, current economic cycle, and strength of mega-cap technology. In this environment, we wo...

2024-03-15 08:50:19 ET More on Artificial Intelligence Is there an AI bubble? SA analysts weigh in Is AI fueling a new tech bubble? TD Wealth weighs in Citi sees Amazon, Alphabet and Meta as key players in AI BlackRock likes tech, AI, and value as inflation c...

2024-03-11 13:00:00 ET Summary We are one year into the generative artificial intelligence investment theme. In our view, this is how the second wave of the AI investment theme is likely to play out: The beneficiaries will be identified more broadly and with greater discernment. ...

2024-03-07 05:05:00 ET Summary The AI revolution, with its expansion into neural networks and other novel fields, marks a dramatic shift away from traditional innovation models. ChatGPT and other platforms have made remarkable strides, with their undeniable conversational prowess....