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Article on tag "nvidia"

Is the AI Rally Nearing its End?
Is the AI Rally Nearing its End?
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Is the AI Rally Nearing its End?

Following this week’s interest rate cut by the US Federal Reserve, shares related to artificial intelligence (AI) applications are once again in the spotlight. Investors are hoping that AI will have a positive impact on the business figures of the key players. With the ERSTE STOCK TECHNO fund, you can invest in the most important companies in future technologies.

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?

Strong first half of the year: What`s next for the stock markets?
Strong first half of the year: What`s next for the stock markets?
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Strong first half of the year: What`s next for the stock markets?

The stock markets look back on a strong first half of the year. In addition to the already familiar factors of inflation and key interest rates, the trend topic of artificial intelligence (AI) came into focus. In this interview, fund manager Tamás Menyhárt looks back on the past six months and tells us what has to happen for 2023 to end as happily as the first half of the year did.

Global semiconductor shortage continues to pose challenge for automotive and electronics sectors
Global semiconductor shortage continues to pose challenge for automotive and electronics sectors
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Global semiconductor shortage continues to pose challenge for automotive and electronics sectors

The global shortage of semiconductors is causing problems for car manufacturers and the computer industry. Trends such as the digitalisation of working life or autonomous driving are likely to increase demand even more. Technology shares are in demand.