Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • James Dunn

  • Lachlan Maddock

  • Michael Kollo

  • Nicki Bourlioufas

Despite looming tech fears, some say sky’s the limit for Nvidia

Brokerages raising their target price on Nvidia shares this month have pushed the median view to US$500, and analysts say that may be conservative. After an impressive earnings report, hedge funds and others are piling into the chip maker even as high bond yields threaten tech stocks.

Nicki Bourlioufas | 28th Aug 2023 | More
ARK Invest’s Cathie Wood on markets and the ‘wonder’ of innovation

After a punishing innings for her flagship ETF, ARK Invest founder Cathie Wood thinks investors need to stop living in the 70s. This time next year the Fed will be “running in the opposite direction” and deflation will dominate the market.

Lachlan Maddock | 3rd Jul 2023 | More
New generative AI is a boon for fundamental fund managers: Kollo

ChatGPT presents an inflection point in the quantitative investment journey, writes Michael Kollo, one that doesn’t need the presence of machine learning scientists or investment in costly data acquisition.

Michael Kollo | 19th Jun 2023 | More
  • ESG a ‘substance-less concept’ and AI will reduce profitability: New York academic

    ESG is the “emptiest” idea, according to Aswath Damodaran, while AI will morph into higher costs for companies overall with no competitive advantage in a world where the technology is ubiquitous.

    David Chaplin | 9th Jun 2023 | More
    Is Appen shaping up as a local stock alternative to AI wunderkind NVIDIA?

    The meteoric rise of Nvidia (NVDA) parallels generative AI’s own stratospheric journey. Dataset provider Appen provides an interesting local proxy stock, alongside a new wave of AI-themed ETFs.

    James Dunn | 5th Jun 2023 | More
    Tech sector soars as bond yields and banks fall

    Despite increased volatility emanating from the banking sector, tech stocks have been supported by falling bond yields on fears the global economy could slip into recession this year, with big-name companies leading the gains.

    Nicki Bourlioufas | 27th Mar 2023 | More