Semiconductors. Is the Bubble About To Burst?
Global semiconductor sales grew to an all-time record high of $412 billion in 2017 for a YoY increase of 21.6%. Of note is the fact that some 50%...
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China and the US Race for AI Lead, Tesla's Competitive Advantage, Health, the Killer Apple Watch App
Our regular review and analysis of articles of interest pertaining to Artificial Intelligence and how it may affect investors. China and the US...
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Telecom Review: There's Life After IPhone X
Apple has announced the release of iPhone Xs and its phablet version called Max, clearly to differentiate itself from Samsung's 'Plus' suffix. We...
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Global Funds Increase US Underweight Under Trump Tenure
Global equity managers have increased their underweight to US Stocks to the highest levels in 7-years during the presidency of Donald Trump.Global...
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McKinsey AI Economic Impact, China Seeks AI Domination, Microsoft's AI Roadmap - AI Readings
McKinsey models an AI future and sees growth:The McKinsey Global Institute published a report that attempts to simulate the impact of AI on the...
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