Erste Asset Management Investment Blog

10 results for keyword "alphabet"

Article on tag "alphabet"

What effects could DeepSeek have on the technology sector?
What effects could DeepSeek have on the technology sector?

What effects could DeepSeek have on the technology sector?

The new AI model from Chinese start-up DeepSeek caused a stir on the stock market a fortnight ago. The seemingly much more efficient and therefore cheaper model caused the share prices of many a tech heavyweight to plummet. Although the initial market reactions were probably exaggerated, one question remains: what long-term impact will DeepSeek have on the big tech companies?

US tech stocks: Mixed feelings after earnings figures
US tech stocks: Mixed feelings after earnings figures

US tech stocks: Mixed feelings after earnings figures

The shares of the major US technology companies, which had performed very well for a long time, have also fallen recently. The latest half-year figures left the market with mixed feelings: although the figures were largely as expected, there were hardly any increases in profit expectations. Nevertheless, the outlook remains positive, which for fund manager Bernhard Ruttenstorfer has several reasons.

AI Boom Yields Strong Quarterly Gains for US Tech Giants
AI Boom Yields Strong Quarterly Gains for US Tech Giants

AI Boom Yields Strong Quarterly Gains for US Tech Giants

The topic of artificial intelligence continues to flourish on the stock market. The US chip company Nvidia recently attracted attention with another strong set of quarterly figures. How did the rest of the “Magnificent Seven” fare in the reporting season and what are the plans of the tech giants in the AI sector?

Technology stocks in the verge of a comeback?
Technology stocks in the verge of a comeback?
(c) Unsplash

Technology stocks in the verge of a comeback?

Due to fears of recession, rising inflation and interest rates, US technology stocks have come under pressure in 2022. The prospect of falling inflation, fueled by recent data from the US, could put them back on track for growth. We explore the question of whether tech stocks are on the verge of a comeback.