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Stéphane Renevier, CFA

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Paul Allison, CFA

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Stéphane Renevier, CFA

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information technology

Stéphane Renevier, CFA

Weekly Brief

information technology

goldman sachs

Paul Allison, CFA

goldman sachs

Stéphane Renevier, CFA

macroeconomics

information technology

information technology

Stéphane Renevier, CFA

Weekly Brief

information technology

goldman sachs

Paul Allison, CFA

goldman sachs

Stéphane Renevier, CFA

macroeconomics

information technology

information technology

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Salesforce

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

Stock Markets Have Shed $3 Trillion, But Nvidia’s AI Potential Could Give Investors Hope

Stocks might be gloomy, but AI’s keeping investors bright.

Your Daily Brief For June 14th

May’s US inflation data looked pretty darn cool, while China’s central bank cut rates to give the economy a giddy up

These Three US Stocks Are Sitting Pretty On Goldman’s Conviction List

The conviction list is reserved for the investment bank’s best ideas. So Paul’s taken a look at three US stocks that made the list, and dug into why they’ve got so much upside potential.

These Software Stocks Could Benefit Most From The AI Wave

The software industry’s getting an AI upgrade, but not all players will shine equally. Bank of America's come up with a checklist that’ll help you spot the sparkliest front-runners.

Weekly Radar For The Week Of May 30th, 2023

Summary of the events our analysts are watching this week

Artificial Intelligence Could Affect Millions Of Jobs

Goldman predicted that AI could affect 300 million jobs in the world’s biggest economies.

Weekly Wrap For The Week Ending March 3rd, 2023

Here is a summary of the biggest events we were watching this week

Salesforce Sails To Blue Skies

Salesforce shifted into top gear as activists piled on the pressure

Your Daily Brief For March 3rd

The world’s biggest brewer AB InBev reported results that investors won’t be toasting, while Salesforce shifted into top gear as activists piled on the pressure

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

Stock Markets Have Shed $3 Trillion, But Nvidia’s AI Potential Could Give Investors Hope

Stocks might be gloomy, but AI’s keeping investors bright.

Your Daily Brief For June 14th

May’s US inflation data looked pretty darn cool, while China’s central bank cut rates to give the economy a giddy up

These Three US Stocks Are Sitting Pretty On Goldman’s Conviction List

The conviction list is reserved for the investment bank’s best ideas. So Paul’s taken a look at three US stocks that made the list, and dug into why they’ve got so much upside potential.

These Software Stocks Could Benefit Most From The AI Wave

The software industry’s getting an AI upgrade, but not all players will shine equally. Bank of America's come up with a checklist that’ll help you spot the sparkliest front-runners.

Weekly Radar For The Week Of May 30th, 2023

Summary of the events our analysts are watching this week

Artificial Intelligence Could Affect Millions Of Jobs

Goldman predicted that AI could affect 300 million jobs in the world’s biggest economies.

Weekly Wrap For The Week Ending March 3rd, 2023

Here is a summary of the biggest events we were watching this week

Salesforce Sails To Blue Skies

Salesforce shifted into top gear as activists piled on the pressure

Your Daily Brief For March 3rd

The world’s biggest brewer AB InBev reported results that investors won’t be toasting, while Salesforce shifted into top gear as activists piled on the pressure

Nope, AI’s Not A Bubble, Says Goldman

Quite the contrary, the investment bank says, calling this the start of a big tech revolution. Stéphane breaks down what that means and how you might take advantage.

Stock Markets Have Shed $3 Trillion, But Nvidia’s AI Potential Could Give Investors Hope

Stocks might be gloomy, but AI’s keeping investors bright.

Your Daily Brief For June 14th

May’s US inflation data looked pretty darn cool, while China’s central bank cut rates to give the economy a giddy up

These Three US Stocks Are Sitting Pretty On Goldman’s Conviction List

The conviction list is reserved for the investment bank’s best ideas. So Paul’s taken a look at three US stocks that made the list, and dug into why they’ve got so much upside potential.

These Software Stocks Could Benefit Most From The AI Wave

The software industry’s getting an AI upgrade, but not all players will shine equally. Bank of America's come up with a checklist that’ll help you spot the sparkliest front-runners.

Weekly Radar For The Week Of May 30th, 2023

Summary of the events our analysts are watching this week

Artificial Intelligence Could Affect Millions Of Jobs

Goldman predicted that AI could affect 300 million jobs in the world’s biggest economies.

Weekly Wrap For The Week Ending March 3rd, 2023

Here is a summary of the biggest events we were watching this week

Salesforce Sails To Blue Skies

Salesforce shifted into top gear as activists piled on the pressure

Your Daily Brief For March 3rd

The world’s biggest brewer AB InBev reported results that investors won’t be toasting, while Salesforce shifted into top gear as activists piled on the pressure