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Beyond the Obvious: How We View Investing in the AI Boom
Everyone's talking about AI. You hear about companies like NVIDIA, Microsoft, or Google leading the charge, and their stock prices have certainly reflected the excitement. But what if you're looking for those hidden opportunities, the "picks and shovels" that support the gold miners?
The largest ‘Hyperscalers’ in this space are projected to spend over $500 billion in 2026 alone and well north of $1 Trillion (yes with a T) by 2030. So where is all of this money actually going? The AI revolution isn't just about fancy software or super-smart algorithms. It’s also creating a massive demand for the less glamorous, often overlooked infrastructure that makes AI possible.
Testing Your Risk Tolerance
It's easy to feel comfortable with risk when the market is consistently climbing. Everyone can feel like an "aggressive investor" during a bull run. However, the true test of your risk tolerance comes when the market experiences turbulence. Did the dips trigger anxiety? Did you find yourself constantly checking your portfolio? Or did you view these fluctuations as potential buying opportunities, maintaining a long-term perspective?
Read this blog to learn more about risk tolerance.
Return to Normal, or the New Normal?
Excerpt from Westview article from January 2025:
The Federal Reserve (or the Fed), the central bank of the United States, plays a pivotal role in shaping the nation’s economy. These rates influence everything from consumer loans and mortgages to business investments and the health of the overall economy.
Before the creation of the Fed in 1913, the U.S. economy was marked by frequent financial panics and a lack of central authority to stabilize the monetary system.
What Is Your Benchmark?
Every weekday evening you are likely to hear on the radio or TV about how the Dow Jones Industrial Average (The Dow), and the S&P 500 did that day in the markets. The S&P 500 and the Dow Jones Industrial Average are two widely recognized benchmarks used to gauge the performance of the stock market in the United States. While both indexes provide insights into the overall health of the market, there are some key differences between them.
Fair & Balanced Disclosure: The content of this page should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of writer as of the date of publication and are subject to change. This content herein does not constitute personalized advice from Westview or its investment professionals, or a solicitation to execute specific securities transactions. Westview is not a law or accounting firm and does not intend for any content to be construed as legal, accounting, or tax advice. Readers should not use any of this content as the sole basis for any investment, financial planning, tax, legal, or other decisions. Rather, visitors should consult their other professional advisers (including their lawyers and accountants) and consider independent due diligence before implementing any of the options directly or indirectly referenced. Past performance does not guarantee future results. All investment strategies have the potential for profit or loss, and different investments and types of investments involve varying degrees of risk. There can be no assurance that the future performance of any specific investment or investment strategy, including those undertaken or recommended by Westview, will be profitable or equal any historical performance level.
Posted in May 2023, this article guides you through SECURE Act 2.0 and how it stands to impact retirement.