Investing Club: The best investors balance a long view with a short focus. Here’s how to do it

Investing Club: The best investors balance a long view with a short focus. Here’s how to do it



Maintaining both a long view and focusing on the shorter term at the same time is tough. The Club shows us how the pros do it.



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Column: Jensen Huang doesn’t need a new chip. He needs a new moat.
World

Column: Jensen Huang doesn’t need a new chip. He needs a new moat.

Nvidia dominated the first era of AI — CEO Jensen Huang is making sure it owns the next one. He’s turning Nvidia from a chipmaker that’s helping to drive a market cycle into the operating system for the future of artificial intelligence. The shift has mostly gone unnoticed and hasn’t yet been priced in by […]

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How to play the AI-driven ‘blue-collar renaissance’
World

How to play the AI-driven ‘blue-collar renaissance’

As artificial intelligence fears grip the white-collar world , Oppenheimer believes that the technology may ignite a “blue-collar renaissance” by driving up demand for the power and machines that will fuel the new technology. Concerns over AI disruption have gripped markets this year, leading to growing concerns about unemployment. Software, in particular, is an industry […]

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The Iran war is threatening supply of a little-thought-of resource — helium. What it means for markets
World

The Iran war is threatening supply of a little-thought-of resource — helium. What it means for markets

The war in the Middle East could pose a threat to the semiconductor industry and other sectors dependent on a resource produced in the Gulf — helium. Helium is a little-known but key input in many industries, most notably technology. In semiconductor manufacturing, its cooling properties are used to transfer heat. Helium is also indispensable […]

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