Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Investor focus on artificial intelligence (AI), semiconductors, and digital infrastructure shaped capital flows across technology markets in 2025, lifting a small group of specialized exchange-traded funds (ETFs) to the top of the performance tables.Notably, analysis of performance indicates that the leading technology ETFs combine strong returns with targeted exposure to the fastest-growing areas of the sector. Below are the top five ETFs in this category.Top 5 technology ETFs of 2025. Source: ETF DbCoinSh ...

日本央行：部分非制造业企业表达了对物价上涨对消费产生负面影响、抑制入境游客需求的担忧。企业认为美国贸易政策的不确定性正在消退，美国关税的冲击小于预期，成本传导顺畅，以及人工智能和芯片需求强劲，这些都是提振企业情绪的积极因素。 ...

Core Insights - Google DeepMind is launching its first automated research lab in the U.K. to focus on developing new superconductor materials and semiconductor technologies [1] - The partnership will provide British scientists with priority access to advanced AI tools [2] - The collaboration may extend to AI research in nuclear fusion and the deployment of Gemini models across government and education sectors in the U.K. [3] Group 1 - The automated research lab will utilize AI and robotics for experiments, set to open next year [1] - The lab aims to advance medical imaging technology and semiconductor materials [1] - DeepMind, founded in London in 2010, has made significant breakthroughs in AI technology [2] Group 2 - The U.K. government emphasizes the importance of UK-US tech collaboration through this partnership [3] - The agreement is expected to unlock cleaner energy and enhance public services [4] - The initiative aims to create new opportunities benefiting communities across the U.K. [4]

Core Insights - Nvidia is set to sell its H200 AI chips to approved customers in China, with a 25% revenue cut going to the U.S. government [1][6] - The H200 chip had previously been banned due to national security concerns, and this approval follows a similar deal for the less advanced H20 chip, which had a 15% revenue-sharing agreement [2][6] - CEO Jensen Huang has advocated for greater access to advanced chips, arguing that restrictions may hinder U.S. competitiveness in the AI sector [3] Market Implications - The approval could lead to more sales for Nvidia and other chipmakers like AMD, although Chinese government restrictions may still limit purchases due to security concerns [4] - Nvidia's stock has seen a nearly 40% increase since the beginning of the year, indicating positive market sentiment despite the uncertainties [5]

Unfortunately, the Q4 guide was underwhelming, further pressured by the departure of SentinelOne's CFO, who joined just over a year ago. The combination of aUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In additio ...

Group 1 - The market is currently focused on competition, particularly from models in Europe and Asia, with China launching several initiatives [1] - There is a prevailing sentiment that the overall market capitalization and valuation are improving, with clients maintaining their positions in AI and semiconductor sectors [2] - Exposure to US consumer-related stocks, especially in distressed discretionary staples like food production, is decreasing, indicating a K-shaped economic recovery [3][4] Group 2 - The K-shaped economic trend suggests that while some sectors may experience earnings growth, inflation is eroding real earnings, impacting corporate investment and equity performance [5] - Concerns about US consumer spending are leading companies to focus on higher-end consumers, particularly in the food production sector, which may face margin stress [5][6] - Clients are reallocating resources towards capital expenditures (CapEx) rather than consumer-related investments, reflecting a cautious approach in the current economic climate [6]

Japan is set to spend roughly $1.6 billion in an extra budget to further support developments of AI and semiconductors https://t.co/tFrPrfTzT7 ...

Core Insights - International equities have provided significant returns amid U.S. market uncertainties, suggesting continued engagement with global markets is beneficial [1][4] - U.S. equities, particularly large-cap tech companies, are performing well due to strong demand for AI and semiconductors, supported by recent interest rate cuts from the Federal Reserve [3] Group 1: International Equities - International equities face challenges such as ongoing tariff negotiations and potential supply chain disruptions due to geopolitical uncertainties [2] - Despite these headwinds, it is premature to withdraw from international equities; diversification with U.S. exposure is recommended for stronger returns [4] Group 2: Active Management Strategies - Active management, such as that employed by the BNY Mellon Concentrated International ETF (BKCI), can be advantageous in navigating changing geopolitical conditions [5] - BKCI focuses on fundamental analysis when selecting stocks, resulting in a well-distributed sector allocation, with a tilt towards information technology, healthcare, consumer discretionary, and industrials as of October 31, 2025 [6] - The ETF typically holds 25 to 30 companies, allowing for easier monitoring and management compared to broader equity strategies [7]

the major averages coming off a volatile week in part on concerns over AI valuations. Joining us right now is Doug Clinton. He's intelligent alpha founder and CEO.Good morning to you. Uh we keep talking about the idea of a bubble. Maybe when you say there's a bubble, there isn't a bubble.But uh where do you land. We're also seeing some of this now even go over in fact uh the markets in China which had been sort of pretty resilient or people weren't talking AI bubble over there but now uh it seems to be ever ...