The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each...
Technology
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions...
Meeting the Challenges of Urban Growth and AI Demands
As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in...
Tesla’s Robotaxi Reveal: A Historic Turning Point
Tesla’s October 10, 2024, Robotaxi reveal is shaping up to be a pivotal event for the company, and perhaps for the future of transportation itself. CEO Elon Musk has hinted at this moment being “one for the history books,” underscoring the long-term significance of...
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 2)
As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution...
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 1)
Artificial Intelligence (AI) is no longer just a futuristic concept; it is reshaping industries across the globe, creating massive opportunities for businesses that can harness its potential. From automating complex processes to driving new innovations in data...
A Quiet Winner In The Tech Arena
Qualcomm Incorporated (NASDAQ.QCOM) Qualcomm, short for Quality Communications, is the global leader in mobile connectivity. The company’s hardware and systems are ubiquitous across both Android and Apple handsets with the technology enabling billions of users to...
Riding the AI Waves: A New Era for Tech, Energy and Money
As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the...
Changing the Game: AI Innovations in Media on the ASX
Artificial intelligence (AI) is fundamentally reshaping traditional industries, driving unprecedented change across multiple sectors. From healthcare and finance to manufacturing and media, AI's transformative impact is both disruptive and empowering. Legacy...
Tesla’s Q2 Results: Bumps on the Road to Disruption
Tesla is a mega cap company with a long-term vision to change the world through its innovative technologies. Known for its game changing electric vehicles and advanced software, led by the enigmatic Elon Musk, the company’s story is as much about its technological...
Is There New Life In This ASX Technology Company?
The COVID-19 era witnessed unprecedented growth in technology stocks, fueled by government stimulus packages and historically low interest rates. This perfect storm of economic conditions created a fertile ground for a risk off attitude with tech companies a...
A Rare Turnaround in Sports Technology
Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product deviations, and management...