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AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.
TrueShares Technology, AI and Deep Learning ETF, is a concentrated, actively managed ETF targeting AI and deep learning, with heavy exposure to software and IT services. The LRNZ fund has underperformed the XLK benchmark since inception, but outperformed it over the past 12 months, albeit with higher risk. LRNZ's high volatility, deep drawdowns, and weak liquidity make it less attractive compared to larger, more diversified AI ETFs like AIQ.
While the AI boom has been favoring the semiconductor rally, a rebound in PC sales will provide chip-makers another boost.
Wall Street has been in great shape over the past year, hovering around a record high, due to two factors: Artificial Intelligence Craze and a less-hawkish Fed.
The AI revolution, with its expansion into neural networks and other novel fields, marks a dramatic shift away from traditional innovation models. ChatGPT and other platforms have made remarkable strides, with their undeniable conversational prowess.
CrowdStrike (CRWD) reported solid fourth-quarter 2024 results. It surpassed estimates earnings and revenue estimates and provided upbeat guidance for the ongoing quarter and the full year.
The cloud-based data-warehousing company Snowflake (SNOW) stock slumped post reporting earnings. Snowflake-heavy ETFs contain several high-potential companies in their kitty.
To use a holiday analogy, I have been checking lists and checking them twice to figure out which of next year's top disruptive investment themes are likely to be nice.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.