Global Asset Allocation Viewpoints, Q1 2024 – Gentle Slope, Not Cliff Edge

tadamichi By Todd Jablonski, CFA, CIO, Asset Allocation; Seema Shah, Chief Global Strategist; Brian Skocypec, CIMA, Director, Global Insights & Content Strategy; Han Peng, CFA, Director, Quantitative Strategist; Ben Brandsgard, Insights Strategist Key themes for 1Q 2024 • Global growth is coming off the boil. Economic growth is now cooling as global monetary tightening gradually…

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Intel’s Ecosystem Edge In 2024 (NASDAQ:INTC)

SweetBunFactory The AI Investment Surge of 2023 2023 is marked by a significant investment surge in AI, offering promising long-term opportunities in areas from chip manufacturing to end-user devices. This trend has notably boosted tech industry stocks. However, this investment boom also poses challenges in identifying long-term winners, as many stocks might already reflect their…

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Palantir Has The AI Edge (NYSE:PLTR)

da-kuk Palantir Technologies (NYSE:PLTR) experienced substantial growth YTD in customer acquisition and revenue growth and has made strides in sustaining profitability. With the fast adoption of its AIP platform, I believe Palantir is positioned to experience further expansion in its land and expand the approach. With revenue growth guidance in the range of 4.25-4.44%, I…

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Supermicro: Smart Investment For AI And Edge Computing Era (NASDAQ:SMCI)

Oselote Super Micro Computer (NASDAQ:SMCI), also known as Supermicro, is a high-performance server company that has garnered a lot of attention from investors this year due to being among the largest beneficiaries of Enterprise demand for innovative technologies like 5G, Edge computing and generative Artificial Intelligence (“AI”). Maybe the only company that has benefited more…

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Treasury Yields Edge Higher as Economic Uncertainty Prevails

Last week, the release of September’s Consumer Price Index (CPI) data showed a monthly increase of 0.4% and an annual increase of 3.7%. Treasury yields in the United States saw a modest increase earlier today, amid the ongoing uncertainty surrounding the country’s economic outlook. Investors continued to grapple with concerns related to monetary policy and…

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DTD ETF: Almost Identical To DLN, And No Specific Edge (NYSEARCA:DTD)

PM Images This article series aims at evaluating ETFs (exchange-traded funds) regarding past performance and portfolio metrics. Reviews with updated data are posted when necessary. DTD strategy and portfolio WisdomTree Total U.S. Dividend Fund (NYSEARCA:DTD) started investing operations on 06/16/2006 and tracks the WisdomTree U.S. Dividend Index. It has a portfolio of 817 stocks, a…

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