WisdomTree Insights

Artificial Intelligence has been in hyperfocus since the release of ChatGPT in 2022. However, amid the excitement surrounding AI, some reality is setting in. Christopher Gannatti discusses potential challenges and realistic expectations for AI in 2024.
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The Stanford AI Index for 2024 has grown to more than 500 pages and provides key insights into trends in AI. Christoper Gannatti highlights a few key takeaways from the report. 
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When we speak with investors, the question of valuation is probably the most popular point that tends to come up, especially with tech-oriented topics. Christopher Gannatti takes a deep dive into the valuation, profitability and growth of the WisdomTree Team8 Cybersecurity Index and the BVP Nasdaq Emerging Cloud Index. 
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No stock has been hotter in this AI cycle than Nvidia, which recently eclipsed a market capitalization of $2 trillion. Christopher Gannatti scoured the thematic ETF landscape to find those funds with more than 10% exposure to Nvidia. 
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Nvidia’s recent earnings report has caught a lot of attention, but does the hype match the reality? Christopher Gannatti reviews Nvidia’s historical annual revenues and profits, and takes a look at the Nvidia’s customers. 
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When forecasting, there is a bias to overestimate the short term, but underestimate the long term, especially with exponential topics like AI. Christopher Gannatti takes a look at five major companies and evaluates their AI journeys so far in 2024. 
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