Equity Research
In a note to investors, William Blair’s Technology, Media, and Communications equity research analysts presented a comprehensive review and shifts in the ratings of companies under coverage from the artificial intelligence industry.
"Put simply, against a backdrop where AI changes everything, shouldn't we change the lens through which we evaluate the companies under our coverage?" the note to investors that was cited by the publication said.
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In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what those differences might mean for the Fed—and for a potential new Fed chair counting on a productivity boom to support lower interest rates.
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