Close

Explore AI

Explore GPTs

Explore AI News

Explore AI Videos

Explore AI for Jobs

Latest Elliott Management AI Videos

Find the latest for Elliott Management company videos

Follow
... 11:46
Belton: "Stick with Mega Caps," AMZN Gen A.I. Capabilities & GOOGL Great Value

Schwab Network

1+ months ago 3K views

Market volatility has led to increased concerns among investors regarding their portfolios. Maintaining a long-term perspective is crucial, especially after significant gains in the S&P 500. While pullbacks can be healthy, uncertainty remains due to macroeconomic factors and ongoing debates regarding recession risks. Valuations of mega-cap tech stocks are beginning to appear attractive, with companies like Amazon and Google still viewed as strong investment opportunities. Additionally, the ongoing advancements in AI signal long-term growth potential, despite fluctuating market sentiments around AI stocks.
03:23 - 03:40

Fundamentals in mega-cap tech indicate growth, suggesting justifiable valuations.

Amazon Natural Language Processing (NLP) Finance
... 7:45
International Plays: China's "Cheap Valuation" & TSM A.I. Leadership

Schwab Network

1+ months ago 1K views

International trade shows promising growth opportunities compared to the U.S. market. Baillie Gifford adopts a long-term growth investment strategy, emphasizing fundamental performance, competitive advantages, and visionary management. The U.S. retains a significant market cap discrepancy relative to its GDP, indicating potential for international equities. Companies outside the U.S. present a vast opportunity, with most IPOs occurring abroad. Focusing on bottom-up stock picking allows insight into exciting businesses in markets like Southeast Asia and tech companies like TSMC and Coupang, underscoring the importance of evaluating risks and opportunities in global markets.
TSM Machine Learning Finance
... 18:39
Blackstone's Gray on the Investment Boom Around AI

Bloomberg Television

1+ months ago 8K views

The focus revolves around investment strategies amidst market volatility, with a particular emphasis on sectors like digital infrastructure, power, energy, and real estate. Insights highlight the importance of patience as tariff diplomacy unfolds and the value in identifying businesses currently on sale due to market fluctuations. The discussion extends to the slow IPO environment and the potential recovery in M&A activity over the coming years, driven by improving credit conditions and an overall healthy economy. Additionally, the significance of AI technology in enhancing operational efficiency and impacting various sectors is emphasized.
Blackstone Big Data Analytics Finance
... 5:37
Kulina: China's stimulus and AI growth are sparking massive rotation

CNBC Television

1+ months ago 1K views

Marvell's recent performance reflects significant market challenges, as evidenced by its disappointing revenue and EPS outlook for Q1. The company's strong bullish outlook stands in contrast to ongoing negative reactions from the market, especially in tech, where any misses are severely punished. The focus is now shifting to Broadcom's upcoming earnings, with high expectations for revenue growth beyond the company’s initial guidance of $3.8 billion, as investors demand substantial performance from semiconductor stocks. There’s also significant interest in Chinese equities, driven by government hints of potential stimulus and renewed investor enthusiasm for AI-driven innovations.
03:09 - 03:11

Deep tech in China ignites investment rotation across global markets.

Wedbush Securities Finance
... 22:19
AI Investment Returns Are Comparable to Human-Led Strategies: CEO of World's Largest Hedge Fund

Bloomberg Podcasts

1+ months ago 1K views

Bridgewater has recognized a macroeconomic paradigm shift, reflecting on over a decade of globalization that has culminated in political and economic changes. The firm acknowledges a new economic reality, emphasizing the role of technological advancements, especially AI, in shaping investment strategies. As firms become more concentrated in the US equity markets, they face vulnerabilities in an economic slowdown. Bridgewater is positioning itself to navigate these shifts through an AI-driven approach, focusing on long-term outcomes while being adaptable to various potential scenarios influenced by technological disruptions.
06:55 - 06:59

Machine learning is used to generate unique alpha in investment strategies.

Bridgewater Associates Machine Learning Finance
... 22:19
Bridgewater CEO on How AI Could Change Hedge Funds

Bloomberg Live

1+ months ago 1K views

Bridgewater's investment strategies must evolve due to significant macroeconomic shifts marked by rising inequality, technological disruptions, and changes in global market dynamics. The firm emphasizes adapting to a new economic paradigm rather than relying on past playbooks. A key focus is on integrating machine learning into investment processes, enhancing decision-making capabilities and enabling unique alpha generation. Additionally, the long-term impact of AI on productivity, job displacement, and market behaviors prompts a reevaluation of investment strategies and human skill development in the industry.
01:46 - 01:57

AI's macroeconomic implications are still unfolding, impacting productivity and employment.

Bridgewater Associates Machine Learning Finance
... 8:58
I'm Going All-In - Steve Cohen - These 4 AI Stocks Will Make You Millionaire - Get In Now Or Regret

Millionaires Investment Secrets

1+ months ago 2K views

Investors strive to gain an edge in the stock market, and prominent hedge fund manager Steve Cohen exemplifies a strategic approach by significantly investing in AI technologies. His aggressive positions, including nearly a billion dollars in Amazon and boosts to Microsoft, Nvidia, and Taiwan Semiconductor, indicate a strong belief in AI's transformative potential. Cohen's moves suggest he anticipates a significant generational shift within the market, exploring undervalued opportunities that could yield substantial returns as AI continues to reshape various industries.
04:38 - 05:05

Microsoft's breakthroughs in quantum computing enhance its AI leadership.

Machine Learning Finance
... 8:58
I'm Going All-In - Steve Cohen - These 4 AI Stocks Will Make You Millionaire - Get In Now Or Regret

Millionaires Investment Secrets

1+ months ago 2K views

Investors strive to gain an edge in the stock market, and prominent hedge fund manager Steve Cohen exemplifies a strategic approach by significantly investing in AI technologies. His aggressive positions, including nearly a billion dollars in Amazon and boosts to Microsoft, Nvidia, and Taiwan Semiconductor, indicate a strong belief in AI's transformative potential. Cohen's moves suggest he anticipates a significant generational shift within the market, exploring undervalued opportunities that could yield substantial returns as AI continues to reshape various industries.
04:38 - 05:05

Microsoft's breakthroughs in quantum computing enhance its AI leadership.

Machine Learning Finance