logo
BACK
Artificial Intelligence
6 ETFs
Artificial Intelligence
Discover recent investing articles
...
Key Options for Sharia-Compliant ETFs

Sharia-compliant ETFs are designed to meet the ethical and financial principles of Islamic law (Sharia), making them suitable for Muslim investors. These ETFs follow specific guidelines, such as avoiding investments in businesses related to alcohol, gambling, pork, and interest-based financial services. Instead, they focus on sectors and companies that align with Islamic principles.

...
An Introduction to ETFs: A Beginner’s Guide to Smart Investing

When you’re just starting out as an investor, the world of stocks, bonds, and mutual funds can feel overwhelming. For many new investors, the idea of picking individual stocks or constantly monitoring the market seems daunting. This is where Exchange-Traded Funds (ETFs) come in—a simple, effective way to invest in a wide range of assets without the complexity.

...
Investing vs. Speculation: Why Long-Term Investing is Better for Most People

When people think of making money in the stock market, they often imagine two things: quick, high returns and big risks. This thinking confuses two very different approaches to building wealth: investing and speculation. While both can be profitable, they carry distinct risks, goals, and strategies. Understanding these differences is key to making smart financial decisions, especially for people looking to grow their money steadily and securely over time.

...
The Surge in the AI Sector: Why NVIDIA is Leading the Charge

The Surge in the AI Sector: Why NVIDIA is Leading the Charge In recent years, the technology sector has witnessed tremendous growth, with one particular area standing out as a game-changer: Artificial Intelligence (AI). AI, once a futuristic concept, is now a driving force behind innovations across industries. From self-driving cars and healthcare diagnostics to smart home devices and financial algorithms, AI is transforming how we live and work. The recent surge in AI development has sparked excitement among investors, and one company has emerged as a leader in this space: NVIDIA. In this article, we’ll explore why the AI sector is booming, NVIDIA’s critical role in this growth, and what it means for investors and the future of technology. Why AI is Experiencing a Boom AI’s rapid rise can be attributed to several factors converging at the right time: 1. Increased Computing Power: AI requires vast computational resources to process data, run algorithms, and learn from patterns. Advances in hardware, especially GPUs (Graphics Processing Units), have made it possible to handle the immense processing needs of AI systems. As these technologies evolve, they allow AI models to become more sophisticated and effective. 2. Big Data Availability: AI systems thrive on data. With the explosion of data from smartphones, social media, cloud computing, and the Internet of Things (IoT), there’s more information than ever for AI algorithms to analyze and learn from. This data drives improvements in everything from recommendation engines to predictive analytics. 3. Enterprise and Consumer Demand: Companies across all sectors are seeking ways to leverage AI to improve efficiency, enhance customer experiences, and innovate in their products. AI’s ability to automate processes, make sense of large datasets, and provide insights is creating demand in industries like healthcare, finance, manufacturing, and beyond. 4. Breakthroughs in Machine Learning: Advances in machine learning (ML) and deep learning—subfields of AI—are allowing machines to perform tasks that once seemed impossible, like understanding human speech, recognizing images, and even generating creative content. These breakthroughs are pushing the boundaries of what AI can achieve. Why NVIDIA is Leading the AI Revolution As AI grows, NVIDIA has positioned itself as a dominant force in this rapidly expanding sector. Originally known for its role in the gaming industry, NVIDIA’s Graphics Processing Units (GPUs) have become the backbone of AI computing. But why has NVIDIA emerged as such a key player? 1. GPUs are Essential for AI: While traditional processors (CPUs) handle general computing tasks, GPUs are designed for parallel processing—meaning they can handle multiple tasks simultaneously. This capability is critical for AI and machine learning, where vast amounts of data need to be processed at once. NVIDIA’s GPUs are considered the gold standard in AI research and development, powering everything from self-driving cars to natural language processing models. 2. NVIDIA’s CUDA Platform: Beyond hardware, NVIDIA’s CUDA (Compute Unified Device Architecture) platform has become a vital tool for developers and researchers working on AI and machine learning. CUDA enables software to leverage the full power of NVIDIA’s GPUs, making it easier for developers to build and scale AI applications. This integration of hardware and software has helped NVIDIA carve out a unique and dominant position in the AI ecosystem. 3. Data Center Expansion: While NVIDIA started in the gaming space, the company has rapidly expanded into data centers, which are critical for AI processing. NVIDIA’s A100 and H100 GPUs are now widely used in data centers around the world, powering AI applications for major tech companies and research institutions. These high-performance GPUs are designed to handle AI workloads with efficiency, making NVIDIA the go-to provider for AI infrastructure. 4. Partnerships and Acquisitions: NVIDIA has strategically invested in AI-related partnerships and acquisitions. Its acquisition of Mellanox Technologies (for data center connectivity) and Arm Holdings (for chip design) has expanded its influence in the AI hardware space. By creating an ecosystem that supports AI development from chip design to cloud infrastructure, NVIDIA has secured its place as a key player in the AI surge. What’s Driving NVIDIA’s Recent Surge? NVIDIA’s recent stock surge is directly tied to the explosion of interest in AI. Several key developments have contributed to this rise: - AI Adoption Across Industries: NVIDIA’s GPUs are essential for AI, and as companies in healthcare, finance, automotive, and other sectors integrate AI into their operations, NVIDIA’s hardware is in high demand. The company’s products power the AI systems used in self-driving cars, predictive analytics, and personalized recommendation engines, to name a few. - The AI Arms Race: With AI becoming a competitive advantage, businesses are investing heavily in AI infrastructure to stay ahead. Tech giants like Google, Amazon, and Microsoft are pouring billions into AI research and development, and they rely on NVIDIA’s GPUs to build their AI systems. This “AI arms race” is fueling growth in the demand for NVIDIA’s products. - ChatGPT and Generative AI: The emergence of Generative AI technologies, like OpenAI’s ChatGPT, has driven further interest in AI. These AI models require massive computational resources to operate, and NVIDIA’s GPUs are the industry standard for training and running these large-scale models. As AI continues to advance, NVIDIA’s role in powering these systems solidifies its dominance. - Strong Financial Performance: NVIDIA’s impressive earnings reports have validated its growth story. The company has posted record revenue, driven by AI-related demand, and continues to show strong financial results in key sectors like data centers and gaming. Investors see NVIDIA as a leader in AI, and its stock performance reflects this confidence. What Does the Future Hold for AI and NVIDIA? The surge in AI is not a short-lived trend. AI is expected to continue transforming industries, and NVIDIA’s position as a leader in the field means it will likely benefit from this growth for years to come. - Expanding AI Use Cases: AI will continue to find new applications in areas like healthcare, robotics, and autonomous vehicles. NVIDIA is well-positioned to provide the hardware and software solutions necessary for these innovations. - Growth in AI Cloud Services: As more companies shift to cloud-based AI solutions, NVIDIA’s products will be essential in powering these services. Partnerships with cloud providers like Amazon AWS, Google Cloud, and Microsoft Azure further solidify NVIDIA’s influence in this space. - Innovations in AI Hardware: As AI models become more advanced, the demand for cutting-edge hardware will grow. NVIDIA’s continued investment in R&D ensures it remains at the forefront of AI technology, driving innovation in GPUs and other AI infrastructure. Conclusion The surge in the AI sector is one of the most exciting developments in the technology world, and NVIDIA is at the center of this transformation. With its powerful GPUs, software platforms, and strategic investments, NVIDIA has become the go-to company for AI computing. As AI continues to reshape industries and drive innovation, NVIDIA is positioned to be a key player in the future of technology, making it a stock to watch for investors and a company leading the charge in AI’s next frontier.

...
The Tax Efficiency of ETFs: Why They're a Smart Choice for Investors

One of the key advantages of Exchange-Traded Funds (ETFs) is their tax efficiency, which can help investors keep more of their returns. Here's why ETFs are more tax-efficient compared to other investment vehicles like mutual funds

...
Getting Easy Global Exposure with ETFs

ETFs offer a simple and cost-effective way to gain exposure to global markets, allowing you to invest in companies and economies worldwide with just a few trades. Here's how: Broad Global ETFs: ETFs like VT (Vanguard Total World Stock ETF) provide exposure to thousands of companies across both developed and emerging markets, giving you instant diversification without needing to pick individual stocks from multiple countries. Regional and Country-Specific ETFs: If you want more targeted exposure, there are ETFs that focus on specific regions or countries. For example, EFA (iShares MSCI EAFE ETF) focuses on developed markets outside North America, while FXI (iShares China Large-Cap ETF) gives access to leading Chinese companies. Emerging Market ETFs: For those looking to invest in fast-growing economies, ETFs like VWO (Vanguard FTSE Emerging Markets ETF) provide exposure to countries such as China, India, and Brazil, where rapid economic development offers significant growth potential.

Cheaper AI, New Earnings Questions
Cheaper AI, New Earnings Questions

US earnings remain exceptionally strong. But the focus should also be on AI profit durability, not just another round of earnings beats. Read more here...

Is The AI Earnings Upswing A 'Pig In The Python'?
Is The AI Earnings Upswing A 'Pig In The Python'?

Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.

Above The Noise: Look Beyond AI Pullback
Above The Noise: Look Beyond AI Pullback

Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.

Multi-Asset Midyear Outlook: Expanding The Toolkit
Multi-Asset Midyear Outlook: Expanding The Toolkit

We are likely to see some additional air pockets in the second half of the year that portfolio construction is going to need to guard against. Read more here.

Patience, Liquidity, And The Value Of Optionality
Patience, Liquidity, And The Value Of Optionality

We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. Read more here.

This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns
This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns

With 27% of S&P 500 companies reporting, 86% have beaten earnings estimates and 80% have exceeded revenue expectations, according to FactSet. Read more here.

Potential Investing Opportunity In The Future Of Robotics
Potential Investing Opportunity In The Future Of Robotics

Labor shortages and gains in AI technology are driving potential investing opportunities in robotics says TD Asset Management's Jared Ablass. Here he discusses the future of physical AI.

AI Productivity Outpaces Labor Disruption
AI Productivity Outpaces Labor Disruption

AI adoption is advancing rapidly, but labor-market adjustment remains gradual and uneven. Read more here.

Markets Track Lower As AI Spending Soars
Markets Track Lower As AI Spending Soars

The markets were under pressure in early trading as investor fears grow over heavy spending on AI investments coupled with heightening escalations in Middle East.

Is AI Making Inflation Better Or Worse?
Is AI Making Inflation Better Or Worse?

AI capital expenditure is running above initial projections for 2026, driving an earnings surge.

AI Spending And Rails Lift Industrial Outlook
AI Spending And Rails Lift Industrial Outlook

Industrial stocks are finding support from freight recovery, strong travel demand and a data centre construction surge. TD Asset Management's David Mau discusses the risks and opportunities.

At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices
At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices

A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.

VistaShares Bets the Next AI Winners Will Be Robots, Not Just Chips
VistaShares Bets the Next AI Winners Will Be Robots, Not Just Chips

As AI expands beyond chips into robots and automation, VistaShares is highlighting the growing investment case for robotics ETFs.

Why Market Momentum May Tell What's Next For The AI Trade
Why Market Momentum May Tell What's Next For The AI Trade

Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.

Markets Rattled By New Chinese AI Model: What Investors Need To Know
Markets Rattled By New Chinese AI Model: What Investors Need To Know

Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.

AI's Biggest Gainers
AI's Biggest Gainers

AI is everywhere in the product. But revenue growth is decelerating. The productivity benefits are arriving for users and end-consumers of AI, though it’s not hitting income statements yet.

Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk
Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk

Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.

1999.AI
1999.AI

I’m as bullish on AI as I was on the internet in 1999, but I know not to conflate valuations with value, as transformative technologies take longer to deploy than the carnival barkers claim.

Behind The Index: How Only One In Eight Of 35,000 Stocks Makes It Into The FTSE All-World Index
Behind The Index: How Only One In Eight Of 35,000 Stocks Makes It Into The FTSE All-World Index

For the FTSE All-World Index, that means first deciding which countries, exchanges, market segments, companies and security types are eligible for consideration.

Cheaper AI, New Earnings Questions
Cheaper AI, New Earnings Questions

US earnings remain exceptionally strong. But the focus should also be on AI profit durability, not just another round of earnings beats. Read more here...

Is The AI Earnings Upswing A 'Pig In The Python'?
Is The AI Earnings Upswing A 'Pig In The Python'?

Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.

Above The Noise: Look Beyond AI Pullback
Above The Noise: Look Beyond AI Pullback

Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.

Multi-Asset Midyear Outlook: Expanding The Toolkit
Multi-Asset Midyear Outlook: Expanding The Toolkit

We are likely to see some additional air pockets in the second half of the year that portfolio construction is going to need to guard against. Read more here.

Patience, Liquidity, And The Value Of Optionality
Patience, Liquidity, And The Value Of Optionality

We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. Read more here.

This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns
This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns

With 27% of S&P 500 companies reporting, 86% have beaten earnings estimates and 80% have exceeded revenue expectations, according to FactSet. Read more here.

Potential Investing Opportunity In The Future Of Robotics
Potential Investing Opportunity In The Future Of Robotics

Labor shortages and gains in AI technology are driving potential investing opportunities in robotics says TD Asset Management's Jared Ablass. Here he discusses the future of physical AI.

AI Productivity Outpaces Labor Disruption
AI Productivity Outpaces Labor Disruption

AI adoption is advancing rapidly, but labor-market adjustment remains gradual and uneven. Read more here.

Global Wealth Research - July 2026
Global Wealth Research - July 2026

Selective opportunities within AI theme and EM. Long-term positives for green transition and attractively valued sovereigns.

Markets Track Lower As AI Spending Soars
Markets Track Lower As AI Spending Soars

The markets were under pressure in early trading as investor fears grow over heavy spending on AI investments coupled with heightening escalations in Middle East.

Different Perspectives On Global Stock Market Concentration
Different Perspectives On Global Stock Market Concentration

Global stock markets have become more concentrated—but not in every way.

Is AI Making Inflation Better Or Worse?
Is AI Making Inflation Better Or Worse?

AI capital expenditure is running above initial projections for 2026, driving an earnings surge.

AI Spending And Rails Lift Industrial Outlook
AI Spending And Rails Lift Industrial Outlook

Industrial stocks are finding support from freight recovery, strong travel demand and a data centre construction surge. TD Asset Management's David Mau discusses the risks and opportunities.

Demand For Consumer Services Has Been Volatile So Far In 2026 Due To Middle East War
Demand For Consumer Services Has Been Volatile So Far In 2026 Due To Middle East War

Following the outbreak of war in the Middle East on 28 February, oil prices rose sharply and travel was disrupted due to safety concerns. Read more here.

At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices
At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices

A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.

Industrials Are Up 17% and Still Catching the Next Wave of AI Money
Industrials Are Up 17% and Still Catching the Next Wave of AI Money

Industrials have quietly stopped being a reshoring story and started being an AI infrastructure bet, and the distinction changes everything about where the rally goes from here.

VistaShares Bets the Next AI Winners Will Be Robots, Not Just Chips
VistaShares Bets the Next AI Winners Will Be Robots, Not Just Chips

As AI expands beyond chips into robots and automation, VistaShares is highlighting the growing investment case for robotics ETFs.

Why Market Momentum May Tell What's Next For The AI Trade
Why Market Momentum May Tell What's Next For The AI Trade

Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.

Markets Rattled By New Chinese AI Model: What Investors Need To Know
Markets Rattled By New Chinese AI Model: What Investors Need To Know

Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.

AI's Biggest Gainers
AI's Biggest Gainers

AI is everywhere in the product. But revenue growth is decelerating. The productivity benefits are arriving for users and end-consumers of AI, though it’s not hitting income statements yet.

Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk
Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk

Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.

1999.AI
1999.AI

I’m as bullish on AI as I was on the internet in 1999, but I know not to conflate valuations with value, as transformative technologies take longer to deploy than the carnival barkers claim.

The Market Is Hostage To Two Startups
The Market Is Hostage To Two Startups

The market has lost some conviction as the AI trade has become dangerously dependent on OpenAI and Anthropic. Read why a flush may come after a potential hike.

Cheaper AI, New Earnings Questions
Cheaper AI, New Earnings Questions

US earnings remain exceptionally strong. But the focus should also be on AI profit durability, not just another round of earnings beats. Read more here...

Retail Stays Bullish On Hyperscalers Ahead Of Earnings
Retail Stays Bullish On Hyperscalers Ahead Of Earnings

Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.

Let The AI Panic Begin: The Most Unexpected Alliance
Let The AI Panic Begin: The Most Unexpected Alliance

Nvidia’s Open Secure AI Alliance could boost open, secure AI and renew interest in hardware, cybersecurity and software stocks. Click for this look at AI stocks.

Is The AI Earnings Upswing A 'Pig In The Python'?
Is The AI Earnings Upswing A 'Pig In The Python'?

Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.

The AI Trade Faces A Final Flush Lower, I'm Buying It
The AI Trade Faces A Final Flush Lower, I'm Buying It

Stay bullish on the AI trade: chip selloff creates value. Read more here.

Above The Noise: Look Beyond AI Pullback
Above The Noise: Look Beyond AI Pullback

Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.

Multi-Asset Midyear Outlook: Expanding The Toolkit
Multi-Asset Midyear Outlook: Expanding The Toolkit

We are likely to see some additional air pockets in the second half of the year that portfolio construction is going to need to guard against. Read more here.

Patience, Liquidity, And The Value Of Optionality
Patience, Liquidity, And The Value Of Optionality

We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. Read more here.

This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns
This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns

With 27% of S&P 500 companies reporting, 86% have beaten earnings estimates and 80% have exceeded revenue expectations, according to FactSet. Read more here.

AI Productivity Outpaces Labor Disruption
AI Productivity Outpaces Labor Disruption

AI adoption is advancing rapidly, but labor-market adjustment remains gradual and uneven. Read more here.

Big Tech's Free Cash Flow Is Turning Negative - Who's Next?
Big Tech's Free Cash Flow Is Turning Negative - Who's Next?

Most of Big Tech is tapping capital markets to fortify their balance sheets, leading to huge debt increases. Click for a look at what the biggest players are doing.

Markets Track Lower As AI Spending Soars
Markets Track Lower As AI Spending Soars

The markets were under pressure in early trading as investor fears grow over heavy spending on AI investments coupled with heightening escalations in Middle East.

Is AI Making Inflation Better Or Worse?
Is AI Making Inflation Better Or Worse?

AI capital expenditure is running above initial projections for 2026, driving an earnings surge.

Big Tech Earnings Preview: Is AI Monetization Finally Catching Up To CapEx?
Big Tech Earnings Preview: Is AI Monetization Finally Catching Up To CapEx?

Big Tech lags AI buildout suppliers despite early AI monetization gains. Click for this look at the upcoming earnings season for the Magnificent 7 and more.

AI Spending And Rails Lift Industrial Outlook
AI Spending And Rails Lift Industrial Outlook

Industrial stocks are finding support from freight recovery, strong travel demand and a data centre construction surge. TD Asset Management's David Mau discusses the risks and opportunities.

Earnings, Earnings, Earnings Are What Matter Most
Earnings, Earnings, Earnings Are What Matter Most

Alphabet, Tesla and IBM will report after the bell. Click here to read more.

At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices
At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices

A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.

Why Market Momentum May Tell What's Next For The AI Trade
Why Market Momentum May Tell What's Next For The AI Trade

Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.

Markets Rattled By New Chinese AI Model: What Investors Need To Know
Markets Rattled By New Chinese AI Model: What Investors Need To Know

Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.

AI's Biggest Gainers
AI's Biggest Gainers

AI is everywhere in the product. But revenue growth is decelerating. The productivity benefits are arriving for users and end-consumers of AI, though it’s not hitting income statements yet.

AMD: Get Out While You Still Can
AMD: Get Out While You Still Can

Advanced Micro Devices, Inc. ’s AI-fueled rally may be ahead of fundamentals as the broader AI trade unwinds. Click for this AMD update.

Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk
Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk

Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.

ServiceNow's Q2 Earnings Will Lead Software's Next Leg Higher
ServiceNow's Q2 Earnings Will Lead Software's Next Leg Higher

ServiceNow has outperformed the software sector in the last 1 month and is poised to lift IGV higher if Q2 results meet or exceed guidance. More on NOW stock.

1999.AI
1999.AI

I’m as bullish on AI as I was on the internet in 1999, but I know not to conflate valuations with value, as transformative technologies take longer to deploy than the carnival barkers claim.

Why Fund Managers Now Fear AI Capex More Than Iran, Tariffs, or a Recession
Why Fund Managers Now Fear AI Capex More Than Iran, Tariffs, or a Recession

Global economic outlook is strong, but fund managers fear an AI capex boom could trigger the next systemic credit event. Read more.

Cheaper AI, New Earnings Questions
Cheaper AI, New Earnings Questions

US earnings remain exceptionally strong. But the focus should also be on AI profit durability, not just another round of earnings beats. Read more here...

Retail Stays Bullish On Hyperscalers Ahead Of Earnings
Retail Stays Bullish On Hyperscalers Ahead Of Earnings

Implied volatilities were mixed across asset classes last week as oil prices spiked on renewed geopolitical tensions.

Is The AI Earnings Upswing A 'Pig In The Python'?
Is The AI Earnings Upswing A 'Pig In The Python'?

Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.

Above The Noise: Look Beyond AI Pullback
Above The Noise: Look Beyond AI Pullback

Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.

Multi-Asset Midyear Outlook: Expanding The Toolkit
Multi-Asset Midyear Outlook: Expanding The Toolkit

We are likely to see some additional air pockets in the second half of the year that portfolio construction is going to need to guard against. Read more here.

Patience, Liquidity, And The Value Of Optionality
Patience, Liquidity, And The Value Of Optionality

We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. Read more here.

This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns
This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns

With 27% of S&P 500 companies reporting, 86% have beaten earnings estimates and 80% have exceeded revenue expectations, according to FactSet. Read more here.

AI Productivity Outpaces Labor Disruption
AI Productivity Outpaces Labor Disruption

AI adoption is advancing rapidly, but labor-market adjustment remains gradual and uneven. Read more here.

Markets Track Lower As AI Spending Soars
Markets Track Lower As AI Spending Soars

The markets were under pressure in early trading as investor fears grow over heavy spending on AI investments coupled with heightening escalations in Middle East.

Is AI Making Inflation Better Or Worse?
Is AI Making Inflation Better Or Worse?

AI capital expenditure is running above initial projections for 2026, driving an earnings surge.

AI Spending And Rails Lift Industrial Outlook
AI Spending And Rails Lift Industrial Outlook

Industrial stocks are finding support from freight recovery, strong travel demand and a data centre construction surge. TD Asset Management's David Mau discusses the risks and opportunities.

Earnings, Earnings, Earnings Are What Matter Most
Earnings, Earnings, Earnings Are What Matter Most

Alphabet, Tesla and IBM will report after the bell. Click here to read more.

At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices
At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices

A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.

Why Market Momentum May Tell What's Next For The AI Trade
Why Market Momentum May Tell What's Next For The AI Trade

Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.

Markets Rattled By New Chinese AI Model: What Investors Need To Know
Markets Rattled By New Chinese AI Model: What Investors Need To Know

Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.

AI's Biggest Gainers
AI's Biggest Gainers

AI is everywhere in the product. But revenue growth is decelerating. The productivity benefits are arriving for users and end-consumers of AI, though it’s not hitting income statements yet.

Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk
Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk

Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.

1999.AI
1999.AI

I’m as bullish on AI as I was on the internet in 1999, but I know not to conflate valuations with value, as transformative technologies take longer to deploy than the carnival barkers claim.

Cheaper AI, New Earnings Questions
Cheaper AI, New Earnings Questions

US earnings remain exceptionally strong. But the focus should also be on AI profit durability, not just another round of earnings beats. Read more here...

Is The AI Earnings Upswing A 'Pig In The Python'?
Is The AI Earnings Upswing A 'Pig In The Python'?

Recent turbulence has turned the AI trade from a rewarding climb into dramatic day-to-day volatility.

Above The Noise: Look Beyond AI Pullback
Above The Noise: Look Beyond AI Pullback

Recent weakness in AI-related stocks looks more like a reset in expectations than a breakdown in fundamentals, with strong earnings suggesting growth story remains intact. Read more here.

Multi-Asset Midyear Outlook: Expanding The Toolkit
Multi-Asset Midyear Outlook: Expanding The Toolkit

We are likely to see some additional air pockets in the second half of the year that portfolio construction is going to need to guard against. Read more here.

Patience, Liquidity, And The Value Of Optionality
Patience, Liquidity, And The Value Of Optionality

We continue to maintain a defensive investment posture, with overall asset allocations below neutral targets and cash reserves above normal levels. Read more here.

This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns
This Week's Market Wrap: Earnings, Inflation, And AI-Driven Spending Concerns

With 27% of S&P 500 companies reporting, 86% have beaten earnings estimates and 80% have exceeded revenue expectations, according to FactSet. Read more here.

AI Productivity Outpaces Labor Disruption
AI Productivity Outpaces Labor Disruption

AI adoption is advancing rapidly, but labor-market adjustment remains gradual and uneven. Read more here.

Markets Track Lower As AI Spending Soars
Markets Track Lower As AI Spending Soars

The markets were under pressure in early trading as investor fears grow over heavy spending on AI investments coupled with heightening escalations in Middle East.

Is AI Making Inflation Better Or Worse?
Is AI Making Inflation Better Or Worse?

AI capital expenditure is running above initial projections for 2026, driving an earnings surge.

AI Spending And Rails Lift Industrial Outlook
AI Spending And Rails Lift Industrial Outlook

Industrial stocks are finding support from freight recovery, strong travel demand and a data centre construction surge. TD Asset Management's David Mau discusses the risks and opportunities.

At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices
At AI's Edge: Precision Hardware Is Moving From Data Centers To Devices

A typical AI request travels from a device to a data center, where it gets processed on specialized hardware before making the long round trip home. Read more here.

Why Market Momentum May Tell What's Next For The AI Trade
Why Market Momentum May Tell What's Next For The AI Trade

Jeff Evans, with TD Asset Management, says price momentum remains one of the most important indicators to watch when assessing the future of the AI trade.

Markets Rattled By New Chinese AI Model: What Investors Need To Know
Markets Rattled By New Chinese AI Model: What Investors Need To Know

Tech stocks have been rattled by the release of a new AI model in China, but could this have a lasting impact on the sector? TD Asset Management's Evan Chen shares his views.

AI's Biggest Gainers
AI's Biggest Gainers

AI is everywhere in the product. But revenue growth is decelerating. The productivity benefits are arriving for users and end-consumers of AI, though it’s not hitting income statements yet.

Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk
Q3 2026 Equity Perspectives - Navigating Hype, Concentration, And Hidden Risk

Across sectors, the third-quarter equity outlook is defined by a tension between durable structural opportunities and a less forgiving market backdrop.

1999.AI
1999.AI

I’m as bullish on AI as I was on the internet in 1999, but I know not to conflate valuations with value, as transformative technologies take longer to deploy than the carnival barkers claim.