This is the ‘reset’ ASML needed, say bulls Merrill Lynch’s Didier Scemama was among those cheering a “reset” for ASML, a report so bad, it confronted all the worst fears. Now, he argues, investors can look forward to higher growth for ASML’s revenue in 2025, when things bounce
MARKET TRENDS
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Investing vs Speculation: Understanding Real Asset Appreciation
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That’s not investing, it’s speculation People use the word “investing” causally. It actually refers to real asset appreciation. Most things people actually do with respect to securities and other vehicles are not investment, they are speculation, betting on a price move of an
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China’s Sanctions Impact on Nvidia: Long-Term U.S. Tech Strategy
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The drip, drip, drip of China’s sanctions hard to gauge for Nvidia I’ve been following the U.S. regulations regarding tech to China for years now. When I was at Barron’s, I predicted that restrictions on China were a lasting, long-term change in the U.S.’s stance — and I was
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Mergers Destroy Value Despite Synergy Optimization Efforts
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There is some empirical support for this claim too — e.g on average, mergers destroy value (i.e the value of the combined company is lower than the sum of the original companies). This is despite mergers being explicitly chosen for maximising synergies.
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Boston Dynamics robots enhance CEVA Logistics warehouse operations
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CEVA Logistics leverages Boston Dynamics robots for warehouse efficiency https://
supplychaindive.com/news/CEVA-Logi
stics-autonomous-transload-facility-Boston-Dynamics-robots/696600/
… via @SupplyChainDive #artificialintelligence #logistics #supplychain #robot #innovation #technology @PawlowskiMario @CurieuxExplorer @Shi4Tech @SpirosMargaris @smaksked @mvollmer1 -
Sweetgreen Deploys Salad-Making Robots for Faster Service
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The key to shorter lines and higher profits at restaurant chain Sweetgreen? A salad-making robot https://
wsj.com/business/hospi
tality/sweetgreen-hires-kale-shooting-robots-to-speed-up-service-b8e071c4
… via @WSJ #robot #artificialintelligence #service #waiter #innovation #technology @jblefevre60 @kalydeoo @ipfconline1 @Ym78200 @LaurentAlaus @3itcom @nelbro -
Cathie D. Wood Performing Excellently at TED AI 2023 Conference
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@CathieDWood on fire at @TEDAI2023 – waiting for @RajeevRonanki next!
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Anticipating Innovation: Emerging Tech Trends Before Mainstream Adoption
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This 100% resonates when I think about many of topics I’ve covered before they were mainstream: adtech & data privacy, social media & brand safety, AR/VR, blockchain, AI, etc. It’s why I often gravitate toward being in the weeds & clouds of innovation before they’re eye-level.
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Correction: AI Investment Valued at $2.4 Trillion, Not Billion
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This should be $2.4 TRILLION, not billion…
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AI Enhancing Transportation and Logistics Innovation
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The Role of AI in Enhancing Transportation and Logistics https://
linkedin.com/pulse/role-ai-
enhancing-transportation-logistics-nicolas-babin-4p1ye?utm_source=share&utm_medium=member_android&utm_campaign=share_via
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#artificialintelligence #transportation #logistics #supplychain #innovation #technology @CurieuxExplorer @Shi4Tech @smaksked @PawlowskiMario @Fabriziobustama @RagusoSergio @Khulood_Almani @enilev