AI

Even a minor disturbance to the narrative can lead to dramatic consequences.

Investors dumped their tech stocks overnight, with Nvidia down a staggering ~US$500 billion in market cap. Are local tech names in trouble?

Tech giants are pouring billions into AI infrastructure. Is Agentic AI the innovation that justifies the investment — or a risky bet?

According to an IBM report, India has the highest AI adoption rate, 59%, in terms of AI deployment.

In this edition of The Pitch, Andrew Swan of Man Group explains why Asian equities are ready for a long-awaited bull run.

ASX 200 dips as energy soars; experts discuss copper, small-cap picks, and AI's impact. Investors eye Fed moves and oil prices.

Although, experts cautioned investors at Livewire Live 2024 that the path ahead is unlikely to be smooth.

Just a quick post as I'm musing the consequences of what could be a fundamental shift in AI.

Stop loss discipline and a focus on fundamentals turned a draw-down month to a net positive month

Nvidia's strong earnings beat expectations, but a narrower margin and tempered guidance led to a 7% after-hours drop. Is it a buy?