Articles about “Artificial intelligence”
Tech stock fund manager Ruttenstorfer: “AI is more than just a hype”
Investors around the world are wondering whether the current developments surrounding artificial intelligence (AI) are only a hype on the stock markets or actually heralding a new era of value creation. What is really behind the boom? Bernhard Ruttenstorfer, fund manager of ERSTE STOCK TECHNO, assesses the situation.
AI boom and cloud growth: Tech giants set new standards
Artificial intelligence, cloud boom, and new records: Major US tech companies are turning heads with strong figures and ambitious plans. What is behind the current boom at Microsoft, Alphabet, and others? Read more about the latest developments at the tech giants in today’s blog post.
Semiconductor Industry: Between AI Boom and US Tariffs
The semiconductor industry is considered one of the biggest beneficiaries of the AI boom. Investors therefore kept a close eye on the sector’s figures for the first three months of 2025. One thing became clear: the expansion of AI infrastructure continues to deliver good results for most chip companies – but the sword of Damocles in the form of impending US tariffs is still hanging over industry giants such as Nvidia & Co. Read more in today’s blog post.