Blake Anderson
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