Ritholtz’s Brown claimed the shares he favors are trading at a 34% discount relative to the S&P 500, when compared to an average discount of 16% more than the previous 20 decades.
Supply
These shares are ‘twice as cheap’ as the S&P 500 with a ‘multi-ten years lower price,' states Ritholtz’s Josh Brown
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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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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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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