In today’s thought leadership, we’ll be diving into investment community perspectives on artificial intelligence in AI – A Burgeoning Tool or Just Buzz? – part one of our two-week series from our inaugural Artificial Intelligence Survey. Next week, we’ll be continuing this analysis with an overview of emerging corporate AI communication trends and use cases, so be sure to stay tuned!
Heading into this past earnings season, our Q4’23 Inside The Buy-Side® Earnings Primer® registered a more optimistic tone overall after last quarter’s survey found sentiment increasingly trending neutral.
Despite warning signs that have caused concerns in prior economic cycles, many companies at a minimum seem increasingly less worried, and in some cases, outright more confident based on recent quarterly management commentary. Capital allocation trends suggest companies are eyeing growth mode again, particularly with most forecasting a stronger back-half of the year.
Corbin Advisors is excited to formally welcome Michael Newshel as Vice President, IR Advisory and Head of Healthcare Vertical.
We hope you find our primary research timely, insightful, and actionable. In today’s short-and-sweet thought leadership, we cover: Key Events from this week and Earnings Snap, covering the S&P 500 stats to date
Alex Cloutier has been a team member at Corbin Advisors since 2016
This week, we’re covering Materials in our Sector Beat — a must read if you’re interested in gleaning insights into broader economic indications for 2024.
We view the Materials sector as a canary in the coal mine and will continue to monitor performance, as a rising tide for this sector tends to lift most ships as they are a leading economic indicator.
Technology continues to dominate headlines and for good reason: the sector is experiencing somewhat of a renaissance. Developments in AI are hitting the market at an unprecedented cadence, with those companies most able to benefit from the AI revolution in the near term seeing actual and expected earnings rise along with stock multiples.
Despite near-term softness across some portions of the sector, most tech annual top- and bottom-line guides are setting the stage for growth in 2024, as nets have been cast on the comet known as AI, which blazes faster and brighter.
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