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.
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.
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?
There is hardly any getting around artificial intelligence (AI). Are we only at the beginning of an AI hype or has it already peaked? For whom is AI good business at all and what can the new technology actually be used for?
After a period of declining sales, the semiconductor industry is expected to get back on track and return to growth in 2024. In particular, chips developed specifically for AI applications are a big driver of the boom.
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.
ChatGPT has made headlines in recent months and is seeing rapid user growth. What is behind this tech innovation and how are the major technology companies reacting to this new trend?
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.
Artificial intelligence opens up new opportunities to invest. Which developments and companies are most interesting? And how is the best way to do it?
How does Bernhard Ruttenstorfer, senior fund manager of our technology fund, see the future of technology shares? Find out here.
