Across the Pond: America is not the only AI g...

How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ...  عرض المزيد

Our series of year ahead conversations continues as we focus on an outlook for equities and where opportunity can be found. Featured is David Lefkowitz, Head of Equities Americas, UBS Chief Investment Office. Host: Daniel Cassidy 

European markets have recently underperformed compared to their US counterparts, with German automakers weighing heavily on broader indices yesterday. Meanwhile, US technology stocks continue to power ahead, buoyed by another significant development in the AI space—the announceme ...  عرض المزيد

Artificial Intelligence has gained ground so fast that OpenAI, the firm powering ChatGPT, is changing Silicon Valley’s <a href="https://www.economist.com/leaders/2024/09/19/the-breakthrough-ai-needs?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_c ...

Scott and Ed break down why America has become one big bet on AI, and what that means for investors. They then unpack Tesla’s tough year, its push to reinvent itself, and what’s in store for its valuation. Finally, they explore whether or not America’s edge in innovation comes do ...  عرض المزيد

A look at progress in generative AI shows that OpenAI’s latest, greatest model sits on a neat curve of growing utility over time. But what other firms are on that curve, and where is it taking humanity? After a long, wary time, Japanese savers are getting into investing—with gust ...  عرض المزيد