Articles authored by blakeanderson

Artificial intelligence (AI) is rapidly transforming various sectors, enhancing efficiency, accuracy, and safety in ways previously unimaginable. By assisting professionals such as doctors and police officers, AI is playing a crucial role in making the world a safer place. While it is likely premature to make calls for AI to replace humans, there is mounting …

The employment landscape has continuously evolved with technological advancements, reshaping industries and altering the nature of work. Historically, technological waves have led to job displacement but have also created new opportunities and higher-paying roles. The proliferation of artificial intelligence (AI) and subsequent automation of previously manual processes may usher in similar disruptions. The introduction of …

Artificial Intelligence (AI) is changing the world around us. The rapid advancement and adoption of this technology was catalyzed by Nvidia GPUs, powerful processors that have revolutionized the interaction between technology and humans. The evolution of these semiconductors has enabled researchers and developers to create more sophisticated and human-like AI systems. These systems reflect the …

By Blake Anderson, CFA, Sr. Analyst, Investment   Investors this week parsed results from some of the world’s most familiar companies including Alphabet, Tesla, Visa and Spotify. Each of these companies aim to tell investors a similar story about product innovation and revenue growth as a result. In a growing economy that continuously produces new …

Nvidia’s monumental run eclipsed a new milestone, with the company achieving the title of the most valuable publicly traded company at the end of June 18th, according to FactSet data.  The fever surrounding Nvidia may draw parallels to the Nasdaq’s ‘DotCom’ run in the late 1990s, but the differences between 2024 and the 1990s may …

Artificial Intelligence (AI) is reshaping industries worldwide. Amidst the excitement over AI’s transformative power, there looms a pertinent concern: its impact on energy consumption. While data centers currently constitute a small percentage of US electricity usage, utility companies are already preparing for demand to continue to grow. But there is an offset. Even amidst AI’s …

Artificial intelligence (AI) has ushered in a new computing standard and ARM’s technology is becoming a design of choice. Investors were blindsided by how well this company has been doing in the AI arms race and sent shares more than 50% higher the day after its recent earnings report. Sales are booming as customers are …

Electric vehicles have secured a lasting presence in the automotive industry. Once considered mere novelties, EV-dedicated entrants like Tesla faced skepticism and incurred substantial losses in the pursuit of a seemingly inconvenient product. To much disbelief, EVs now stand strong. Tesla’s Model Y emerged as the world’s best-selling car model during the first quarter1, a …

The ‘American Dream’ of home ownership remains alive and well. Despite significant increases in mortgage rates in recent years and fears the housing market would tumble as a result, there are structural factors that may have played a crucial role in the resiliency of this housing market. We point to demographics and work from home …

In the rapidly evolving landscape of artificial intelligence, this year’s advancements mark a significant shift towards a more personal and accessible AI experience for everyday individuals. Unlike the technological strides of the past two decades, contemporary AI has seamlessly integrated into the fabric of our daily lives. It is already empowering people to accomplish mundane …