As the AI tailwind begins to mature in 2025, investors in technology stocks should recognise that waves are lengthy with higher volatility.
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How is the power of innovation in the tech sector rising up to meet the AI power challenge?
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Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
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The complexity of artificial intelligence demands an active investment approach to effectively identify opportunities and offer genuine market exposure to investors.
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Geopolitical factors have a significant impact on companies, including those that are enabling AI.
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Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.