Blake Anderson
The Evolving Employment Landscape: How Previous Tech Waves Elevated Workers
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 …
Blake Anderson
August 14, 2024
AI’s Evolution: From Code to Images
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 …
Blake Anderson
August 8, 2024
Under the Hood: Growing Trends Remain…Growing
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 …
Blake Anderson
July 29, 2024
Nvidia’s Remarkable Rise to #1
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 …
Blake Anderson
June 24, 2024
Powering Up: AI’s Impact on the Power Grid
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 …
Blake Anderson
June 10, 2024
ARM’s Helping Hand in AI Adoption
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 …
Blake Anderson
April 1, 2024
An Electrifying Future: The Transition to Electric Vehicles Continues
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 …
Blake Anderson
December 11, 2023
Building Strength: Trends Supporting This Strong Housing Market
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 …
Blake Anderson
December 4, 2023
Bridging the Gap: Personalizing AI
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 …
Blake Anderson
November 27, 2023
Under the Hood: Apple’s Resilience and a Tenacious Consumer
We have consistently emphasized this year that our House View – a strong consumer base powers a resilient economy – continues to resonate in both the broader stock market and economic indicators. As we sharpen our pencils, though, we’ve discerned shifts in consumer preferences. The consumer appears undeterred by inflated prices for everyday indulgences, such …
Blake Anderson
November 6, 2023