ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Fidelity Answers: Why is Silicon Valley so obsessed with AI and what can investors do about it?"
Episode Synopsis
Companies' spend into artificial intelligence has been immense. But we're yet to see the tangible output of that investment. Should investors care? Portfolio managers Rosanna Burcheri and (self-confessed AI sceptic) Dmitry Solomakhin, plus technology analyst Jonny Tseng, join Seb Morton-Clark to discuss their thinking around AI. Watch more from Jonny's research trip to Silicon Valley here. See omnystudio.com/listener for privacy information.
More episodes of the podcast Rich Pickings: Fidelity's Asset Allocation Podcast
We have news!
01/08/2025
The long-term themes challenging investors
12/04/2024
Ready for a reset: Analyst Survey 2024
26/01/2024
Outlook 2024: Four ways forward
17/11/2023
In God we trust