Equity Analyst - Technology & Healthcare

Norm Kumar

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

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Cross-Asset & Quantitative Research

Thematic (Sector/Industry)

United states It / Thematic (Sector/Industry)

<p>A weekly review of AI related news stories impacting public companies. In this issue we take brief look at Google's recent entry into healthcare. They used AI to analyze EHRs and demonstrated a high degree of success in predicting potential outcomes. This result could embolden the Company to enter the healthcare analytics field in an aggressive manner. Also highlighted is the continued success of the Chinese in the supercomputer field. Chinese deployments now make up over 40% of the Top 500 supercomputers. This success may offer a blueprint and timeline for Chinese initiatives in AI and Quantum Computing. Finally, the combination of AI &amp; Robotics is opening up new market opportunities. Demand for industrial robotics grew 29% last year and shows no signs of slowing. Increased functionality through AI will only increase demand.</p>

A weekly review of AI related news stories impacting public companies. In this issue we take brief look at Google's recent entry into healthcare. They used AI to analyze EHRs and demonstrated a high degree of success in predicting potential outcomes. This result could embolden the Company to enter the healthcare analytics field in an aggressive manner. Also highlighted is the continued success of the Chinese in the supercomputer field. Chinese deployments now make up over 40% of the Top 500 supercomputers. This success may offer a blueprint and timeline for Chinese initiatives in AI and Quantum Computing. Finally, the combination of AI &amp; Robotics is opening up new market opportunities. Demand for industrial robotics grew 29% last year and shows no signs of slowing. Increased functionality through AI will only increase demand.

Is Google Preparing a Major Entry into Healthcare? Robots and AI Are Going Mainstream & More