Augmented and Virtual Reality
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Microsoft: Double-Digit Growth Outlook Refined (NASDAQ:MSFT)
Seeking Alpha· 2025-09-16 14:25
Group 1 - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - Its flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - The investment approach integrates top-down and bottom-up analysis, blending global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
Microsoft: Double-Digit Growth Outlook Refined
Seeking Alpha· 2025-09-16 14:25
Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm specializes in disruptive technologies that are reshaping modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
CIBC CIO Richard Jardim On Building A Bank For The Modern World
Forbes· 2025-09-12 16:12
Company Overview - Canadian Imperial Bank of Commerce (CIBC) reported over 26.5 billion Canadian dollars in revenue for 2024, with a strong presence in North America, Europe, Asia, and the Caribbean across various banking sectors [2] Leadership and Technology Strategy - Richard Jardim, the Chief Information Officer, oversees a global team focused on delivering innovative technology solutions that enhance CIBC's relationship-oriented approach [1][2] - Jardim's dual mandate includes embedding CIOs in each business line and driving enterprise-wide initiatives such as cloud migration and automation [3] Client-Centric Approach - CIBC emphasizes that technology should enhance client experience and business value, with a mission to make clients' ambitions a reality through effective interactions [5][4] Simplification and Agility - A central focus for CIBC is driving agility, speed, and simplicity across its platforms, with an emphasis on simplifying complex processes [8] - The bank has mapped out approximately 1,200 applications to assess which should be decommissioned, modernized, or consolidated, thereby reducing duplication and enhancing data flow [9] Investment in Talent - CIBC is investing in a five-year strategic workforce plan to develop future skills and intellectual property, including the launch of an internal generative AI platform [10] - The bank encourages employees to pursue cloud certifications and emphasizes leadership development, particularly in change management [10][11] Emerging Technologies - Jardim identifies artificial intelligence, quantum computing, and augmented/virtual reality as critical technologies that present both opportunities and risks for the bank [12] - AI is expected to enable highly personalized banking experiences, while quantum computing poses risks related to encryption and cyber attacks but also offers opportunities for portfolio optimization [13]
Marvell: Robust Data Center Market Drives 25%+ Revenue Growth
Seeking Alpha· 2025-09-03 09:48
Core Insights - Khaveen Investments is a global investment advisory firm focused on serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers a range of services including market and security research, business valuation, and wealth management [1] - Its flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, utilizing global macro, fundamental, and quantitative strategies [1] - The firm's expertise is concentrated in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
TSMC: Growth Outlook Remains Strong
Seeking Alpha· 2025-08-20 21:48
Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers a range of services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - The firm specializes in disruptive technologies that are transforming modern industries, including Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
Intuit: Strong Growth Drives Price Target Upgrade
Seeking Alpha· 2025-08-12 13:34
Group 1 - Khaveen Investments is a global Investment Advisory Firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - The investment approach integrates top-down and bottom-up analysis, blending global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
Broadcom: How AI Transformed Its Semicon Business
Seeking Alpha· 2025-08-07 09:59
Company Overview - Khaveen Investments is a global investment advisory firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers a range of services including market and security research, business valuation, and wealth management [1] Investment Strategy - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio with exposure to hundreds of investments across various asset classes, geographies, sectors, and industries [1] - The investment approach integrates top-down and bottom-up analysis, blending three core strategies: global macro, fundamental, and quantitative [1] Core Expertise - Khaveen Investments specializes in disruptive technologies that are transforming modern industries [1] - Key focus areas include Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
Analog Devices: Signs Of Growth And Margins Improvement
Seeking Alpha· 2025-08-01 16:18
Group 1 - Khaveen Investments is a global Investment Advisory Firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - The investment approach integrates top-down and bottom-up analysis, blending global macro, fundamental, and quantitative strategies [1] - Core expertise lies in disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
Vertiv: Strong Growth Supported By Data Centers
Seeking Alpha· 2025-06-26 14:55
Group 1 - Khaveen Investments is a global Investment Advisory Firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - Khaveen Investments employs a multifaceted investment approach integrating top-down and bottom-up analysis [1] - The investment strategies include global macro, fundamental, and quantitative approaches [1] - The firm's core expertise focuses on disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]
Celebrate Innovation in Education at ISTELive 25 with zSpace
Globenewswire· 2025-06-24 12:00
Core Insights - zSpace is participating in the ISTE Live 25 Conference from June 30 to July 2, 2025, showcasing its latest educational solutions [1] - The company is debuting the Career Explorer app, designed to help students explore high-demand careers through immersive experiences [3] - Nicole Heaver has been recognized as the 2025 zSpace Educator of the Year for her innovative use of zSpace technology in her classroom [6] Product Highlights - The Career Explorer app will be available for the 2025-2026 school year, providing interactive career exploration tools [3] - zSpace is expanding its AR/VR content library with new lessons in STEM, CTE, and career exploration, along with success stories from educators [4] - The zSpace Imagine solution is designed for elementary education, offering an AR/VR experience without the need for headsets, featuring interactive 3D content and a precision stylus [5] Educational Impact - The featured session at the conference will discuss integrating design thinking and extended reality for sustainable educational models, particularly in rural areas [4] - zSpace's solutions are trusted by over 3,500 educational institutions, enhancing learning experiences that may be dangerous or impractical with traditional methods [8] - A study published in the Journal of Computer Assisted Learning indicates that zSpace's hands-on learning solutions can lead to higher student test scores [9]