Címke: AI

Balázs Csúr, Junior Analyst at VIG Asset Management, was featured in Pénzcentrum’s latest market round-up, where experts from domestic asset management firms discussed the outlook for artificial intelligence. As the topic continues to electrify equity markets, the key question remains whether we are witnessing a genuine technological revolution or another stock market bubble. Csúr and […]

Here in Hungary – the country where home distillation of pálinka is practically a national tradition – I hardly need to explain the satisfaction of producing a well-crafted spirit. The researchers working in artificial intelligence (AI) must have felt something similar when they developed the technique that has become known as model distillation. The process […]

In the latest episode of the Forbes Money podcast, Balázs Csúr, Junior Analyst at VIG Asset Management, summarized the background of SpaceX’s historic stock market debut. Elon Musk took his company public at nearly a hundred times its previous year’s revenue to fund the capital-intensive data center and semiconductor plant investments of the merged xAI. […]

When Nicholas Carlini, a renowned researcher at the artificial intelligence development company Anthropic AI, took the stage on March 25 at the “[un]prompted 2026” cybersecurity conference, he likely suspected that his presentation would generate significant buzz. He explained that Anthropic’s latest large language model, Fable 5, which offers a next-generation cybersecurity solution, outperforms even the […]

Investors who allocated capital to megatrend-type equities have been well rewarded this year. The VIG MegaTrend Equity Investment Fund, which offers a well-diversified exposure to this segment, delivered a return of nearly 20% in U.S. dollar terms in 2025 (returns in Hungarian forints were moderated by the appreciation of the domestic currency). The year 2025 […]

Solar plus storage is emerging as the only solution that can be scaled up in the short term. This year, the global benchmark for clean energy stocks has far outperformed the major stock indices and generated nearly as much return as gold. The S&P Global Clean Energy index, which tracks the average price change of […]

That seems to be the motto of the world’s largest tech companies, as they continue to pour unprecedented sums into artificial intelligence. Investors, however, are drawing a line: patience is limited, and the clock is ticking for those who fail to deliver tangible returns. Last week, companies representing 44% of the S&P 500’s market capitalization […]

A few months ago, Elon Musk, Tesla’s founder, noted in an interview that the explosive growth of artificial intelligence (AI) faces three major constraints. “A year ago the bottleneck was chips; the next shortage will be high-voltage transformers. After that, it will be electricity itself. There simply won’t be enough power to run every chip.” […]