NEWS & RESOURCES
Please see Harvest Portfolio Management Co-CIO Paul Meeks weekly on his own shows Wall Street Beats and "Tech Tune-Up with Paul Meeks" on Benzinga's YouTube channel.
AI Capital Expenditure to Play a Key Role in Tech and Chip Earnings - Paul Meeks Yahoo! Finance Interview
So what I'm worried about is, at least not yet, have I seen enough real, what I call needle moving use cases for AI, because what I'm a little bit worried about, not for all companies, some companies, obviously will be huge beneficiaries, but for many companies, I believe AI will be a feature, not a product, not a product platform.
Meeks Musings: Is This the End of the AI Trade?
In case you have been living under a rock, “AI” is artificial intelligence. The bulls think it will lead to the next industrial revolution and that it may even be bigger than the Internet. The bears say, “where’s the beef?” and doubt whether the billions now being spent on AI infrastructure will ever really generate an adequate ROI (return on investment).
Tech Investor Paul Meeks Predicts Ongoing AI Infrastructure Development for the Next Few Years
So what I'm worried about is, at least not yet, have I seen enough real, what I call needle moving use cases for AI, because what I'm a little bit worried about, not for all companies, some companies, obviously will be huge beneficiaries, but for many companies, I believe AI will be a feature, not a product, not a product platform.
AI Hope with Apple, New META Accusations, and More - Tech Tune-Up with Paul Meeks
Here's a company, as you've heard me say before, hasn't grown for about a year and a half. And right now the stock is trading at 228, an all time high, egregiously expensive, priced well over the highest price targets by Wall street analysts. And it's a bet the ranch scenario on when they put AI on board on their iPhone, you will immediately upgrade your phone and we will know, because this is the ultimate test, not just for Apple, but for AI features. We will know at Christmas because they will announce the iPhone 16 with a lot of fanfare, and then they will actually do that in the fall, and then they'll ship at Christmas.
Meeks’s Musings: Is the AI Bubble Bursting (Or Has It Already Burst)?
The jury is in for the first half of 2024 and the market did just fine, actually better than fine given the nastiness here and abroad. The S&P 500 was +14.5 percent through June and the tech-laden NASDAQ Composite was +18.1 percent. It continues to be a tech world and we’re just living in it; and AI (artificial intelligence) is still driving the sector.
Whitepaper: Using Your Investments to Pay for Your Retirement
The difference between your total income and your total expenses is your net savings. If this is a negative (as it is for many affluent retirees), you'll need more cash flow from your investment portfolio to ensure you're able to cover all of your expenses.
Beats Roundtable Segment Recap
Paul Meeks, CFA, CAIA and the roundtable Berna Barshay, Jeff Macke, Benjamin Brey, CFA, and Russell Young debate Ben's analysis on the employment data and Jeff noting mixed signals from retailers like Five Below $FIVE and Walmart $WMT.
Investing in the Future of AI: Tech Investor Paul Meeks Talks about 5 "Magnificent 7" Stocks He Likes
In an insightful interview on CNBC TV's "Squawk Box," renowned tech investor Paul Meeks unveils his perspective on investing in the future of Artificial Intelligence (AI).