As investors debate the merits of generative artificial intelligence, a key question is what it could mean for the stock market. Take Nvidia for example: last month the semiconductor firm said it expects $11 billion of sales in the current quarter — fully 53% above the $7 billion consensus estimate amid AI-inspired demand for its advanced chips. It’s now the…
At a time when some are calling for a pause on the development of generative artificial intelligence, Jensen Huang,...
Seasonal trends are mostly about knowing where to look… and when! For this weekend Research note we are going...
Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for...
Behavioral Finance tells us that you can broadly think of your happiness as just “Reality minus Expectations”. H =...
Why rising rates and a flatter curve signal a potential downturn: The U.S. economy has seen a prolonged period of growth without a recession. As the business cycle has...
Maintaining good disciplines during price consolidation periods: 1. Are the “yea buts” greater than a self-induced economic shutdown and...
Markets rallied again this past week, but finished on a high note unlike the previous week’s rally. The S&P...
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