At a study session of the Politburo five years ago, President Xi Jinping said artificial intelligence (AI) was a strategic priority and that China must occupy the "commanding heights" in core AI systems to achieve global technology supremacy. The Chinese leader's rhetoric was backed by a strong performance on the field. The country was competitive with the US from the 2010s onwards, outperforming in some areas such as facial recognition. In 2017, China published its "Next Generation Artificial i
White Brook Capital Partners, an investment management firm, released its third quarter 2023 investor letter, a copy of which can be downloaded here. White Brook Capital Partners maintains its outperformance against the S&P Midcap 400 year to date, boasting a 6.49% increase compared to the index’s 4.28% gain. However, it falls short of the S&P […]
When artificial intelligence (AI) is mentioned Microsoft, Nvidia, and Alphabet are often the first stocks that come to mind. And for good reason. They're all excellent companies, and each one, in its own way, is responsible for exciting AI innovations.