artificial intelligence

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

The optimists have been left disappointed by a revenue forecast that doesn't stack up to its track record.

The latest Firetrail Equity Edge Podcast has just landed.

T. Rowe Price's Dominic Rizzo shared how to sift the true winners from the imposters in the world of AI.

In this episode, T. Rowe Price's Dom Rizzo argues the world is underestimating the true impact of artificial intelligence.

Ray David from Blackwattle Investment Partners discusses the transformation underway at News Corp led by CEO Robert Thomson.

This fund manager proactively looks for the stocks that are creating solutions to the potential impacts that AI may bring.

Below is a summary of the topics we covered on Nucleus Investment Insights this month. See the links for more information.

NVIDIA may be the poster child but the AI and digitisation trade won't be one company wins all, says Anthony Srom of Fidelity International.

The surging demand for AI and renewable energy is creating unprecedented pressures and opportunities in the copper market.