Jackie Doherty

DEEP DIVE: Quantum Leaps For Quantum Computing?

Nov 13, 2025 3 min read

While most of the market’s focus is on artificial intelligence, many companies continue to work on quantum computing in the hopes of creating a computing system that’s far more powerful than traditional computers. Among the largest players, IBM, Microsoft, and Google are working to make the technology feasible by the end of the decade. The government has also recognized the national importance of quantum computing. It’s considering

Jackie Doherty
Ed Yardeni

DEEP DIVE: AI's Low-Tech Problem

Nov 12, 2025 5 min read

With lofty valuations in AI-related stocks, it's understandable that investors are on edge about anything that might go wrong. Recently, concerns have centered on the ability to bring new AI data centers online at the volume AI providers require. While funding for construction is flowing, a lack of electricity and permitting — two very low-tech problems — might be the Achilles' heel of this otherwise high-tech industry. Demand for

Jackie Doherty
Ed Yardeni

DISRUPTIVE TECHNOLOGIES: AI, Oracle & Big Brother

Oct 17, 2025 4 min read paid

In this new world of AI, we tend to focus on all of the positives it can bring to our lives by doing things faster, smarter, and more efficiently. But there is also a darker side to AI: Governments and law enforcement agencies can use it to establish a surveillance state. To understand what happens when AI and technology are used to control populations, one needs only look at China.

Jackie Doherty
Ed Yardeni

DISRUPTIVE TECHNOLOGIES: Banks Learn New Tricks

Oct 10, 2025 3 min read paid

Banks are applying blockchain technology to traditional banking services, aiming to make them faster, cheaper, smarter, and more resilient. JP Morgan (JPM) is among the leaders through its Kinexys division, and the Society for Worldwide Interbank Financial Telecommunication (Swift) announced this week that it’s jumping on the bandwagon. Here’s a look at what these financial giants are doing: (1) Moving swiftly into the future Swift is working to

Ed Yardeni
Jackie Doherty

Data Centers: Too Much of a Good Thing?

Oct 8, 2025 5 min read

The lure of riches and tight capacity today has money flooding into the construction of artificial intelligence (AI) data centers. Data center construction—just the cost of building the building—has increased to an annual rate of $43.0 billion, up 30% y/y and 322% higher than $10.2 billion four years ago (chart). Add in the costs of chips and servers, and you’re talking about real money.

Jackie Doherty
Ed Yardeni

DEEP DIVE: Tarrifying Semiconductors

Aug 11, 2025 5 min read paid

💡The following is an excerpt from our Morning Briefing dated August 7, 2025. Semiconductors initially were exempt from the tariffs President Donald Trump announced on imports from Taiwan and elsewhere, but their rarified status may be about to end. President Trump said on Tuesday that semiconductor-specific tariffs would be announced in the next week or so. Then, last night after the financial markets closed, the President floated the idea of

Jackie Doherty
Ed Yardeni

DEEP DIVE: Essential Rare Earth Minerals

Jun 8, 2025 3 min read paid

This is an excerpt from the June 5, 2025 Morning Briefing of Yardeni Research, Inc. “People who live in glass houses should not throw stones.” That’s a saying that President Trump should have taken to heart before slapping aggressive tariffs on Chinese imports, because China has one thing that the US lacks and needs: rare earth minerals. These minerals are necessary components of high-tech equipment like automobiles, robots, and

Ed Yardeni
Jackie Doherty

DEEP DIVE: A Semiconductor Revival

May 17, 2025 4 min read paid

Ed Yardeni
Jackie Doherty

Dr Ed's Video Webcast 11/27/24

Nov 27, 2024 1 min read paid

With economic growth robust and the stock market at a record high, we’re living the Roaring 2020s now. The economy’s resilience has been remarkable considering the headwinds it has faced. While the outlook under Trump 2.0 involves lots of moving parts, we don’t see the net effects of his policies jeopardizing the Roaring 2020s’ continuation. In this scenario (with our 55% subjective probability), Trump 2.0

Ed Yardeni
Eric Wallerstein
Jackie Doherty

DEEP DIVE: The Kennedy Cure For What Ails Healthcare

Nov 22, 2024 5 min read paid

President-elect Donald Trump nominated Robert Kennedy Jr., known for challenging the safety of vaccines, to head Health and Human Services (HHS), a huge organization that encompasses an alphabet soup of agencies including the Food and Drug Administration (FDA), the National Institutes of Health (NIH), the Centers for Disease Control and Prevention (CDC), Medicare and Medicaid, and the Office of the Surgeon General. Trump reportedly has asked Kennedy—whose presidential campaign

Jackie Doherty
Ed Yardeni

Dr Ed's Video Webcast 10/2/24

Oct 2, 2024 1 min read paid

The permabears have fueled much negativity about the outlooks for the US economy and stock market. Their analyses often don’t hold up to scrutiny. Today, Dr Ed puts the prospects of a recession and a bear market into perspective, historically and in light of recent BEA data releases. The data show the economy to be remarkably resilient, including the goods producing sector. … With a strong economy and no recession

Ed Yardeni
Eric Wallerstein
Jackie Doherty

DEEP DIVE: China Goes For Broke

Sep 27, 2024 5 min read paid

On Tuesday, China announced a raft of policies aimed at boosting the economy and encouraging consumption. The People’s Bank of China (PBoC) cut its seven-day reverse repo rate from 1.7% to 1.5%. The central bank will also cut the amount of funds that lenders must hold in reserve by 0.5ppt, with more cuts expected later this year. And regulators will recapitalize China’s largest commercial banks;

Ed Yardeni
Jackie Doherty

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