Within technology, we think a big trend will be software companies integrating AI into their products, giving customers the ability to use AI within their own databases and processes. As AI matures, we think companies in the Users
Tag: ETF disruptive technology
Play AI’s Impact in Active Disruptive ETFs FBOT, FDTX
For investors looking to play AI’s impact, active disruptive ETFs can provide one route in. FBOT actively invests in global disruptive automation firms, including industrial robotics as well as firms focused on autonomous driving.
Salesforce’s AI Conundrum
CRM : AI Cloud will integrate CRM technologies from the broader Salesforce ecosystem, including relevant data analytics and productivity apps (e.g. Slack, Tableau), as well as PaaS offerings (e.g. Flow, Apex) – but with added
How Can Companies Turn AI Promise Into Profits?
Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI. For example, a company seeking to improve the productivity of a $100,000-a-year employee
UiPath: A True AI Winner With No Margin Of Safety
Considering the increased demand for automation, UiPath provides a platform that is open, flexible, and enterprise-ready, allowing customers to integrate AI models from various sources, such as OpenAI, Google Cloud,
AI Steers the Auto Industry Toward Revolutionary Lanes
Auto biggies like General Motors GM, Ford F, Toyota TM, Honda HMC and Mercedes-Benz MBGAF are embracing AI for enhanced customer service and lucrative digital innovations. General Motors and Google Cloud have
What Cisco Teaches Us for Today’s AI Darling, Nvidia
Even against the competition, though, Cisco’s status as a tech titan was undeniable, and it was even able to maintain an annual sales growth rate of 9.9% for the decade after it reached its peak P/S valuation in March 2000—
BYD: Changing The Battery Market But Still Expensive
On the other side of the fence, the mass majority of automakers and passenger EV models sold globally continue to use nickel-rich cathode chemistries, like NCM 5-, 6-, 7-, 8- and 9-series, which if lumped together
Energy Addiction: AI’s Next Big Challenge
Meantime, Bay Area chipmaker Nvidia ( NVDA ) notes that energy requirements for training models that include transformers – a form of deep-learning architecture – have increased by 275 times every two
ETF Prime: Tom Hendrickson on Artificial Intelligence and Fixed Income
To open the podcast Geraci speaks with VettaFi’s Tom Hendrickson to discuss how VettaFi will be hosting an Artificial Intelligence Symposium, on August 30 at 11 am ET to provide investors with insight into how this
Biotech Still Has Disruptive Capabilities
In other words, the long-term potential of biotech stocks and BBH remains intact. Those are longer-ranging issues, but over the near term, it’s worth noting biopharma firms, including some BBH components, are
Turnkey Tech Investing: July Commentary
Well, we hate to say it, but we have opined for months that if there is any way out of the structural inflation we have seen, it will be because automation has come to the rescue to improve productivity and generate many new growth
Disruptive Tech Exposure Is Made Easy With This Diversified ETF
“The ALPS Disruptive Technologies ETF (DTEC) gained 5.48% in the second quarter of 2023 as global technology stocks rallied on depressed valuations and artificial intelligence (AI) advancement,” a Q2 performance report from
Could AI Turn EVs Into Money-Making Machines?
Well-distributed energy storage across the grid could better help manage demand and supply and reduce transmission losses. Investors seeking to implement a thesis around the fact that the world market may need a lot