The idea of an AI bubble has been the topic du jour among mainstream investment news channel commentators. It’s no surprise: AI has been the primary driver of the stock market’s rise for the third consecutive year.
Disrupt or Be Disrupted
Hawks vs. Stocks
It was an action-packed week headlined by Wednesday’s economic “doubleheader.” The Federal Reserve’s June meeting took place the same day as the release of the Consumer Price Index (CPI) inflation report.
Thematic Investing in Artificial Intelligence
“Have you used ChatGPT?” Wherever I go, whatever the context, I keep getting this same question. Clearly, the excitement around artificial intelligence (AI) is real… look at the stock market.