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Investing with AI

Hudson Labs, Andre Castillo, CPA/ABV, CFE, Kris Bennatti, Suhas Pai, Aly, Julia Xu, CFA

Investing, market trends and financial AI www.hudson-labs.com

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Substack
PricingOnly free issuesPublishesWeekly
Issues115SubscribersRead bedrock.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Navigating the Evolving AI Landscape: Thoughts from our CTO

Our CTO, Suhas Pai, was recently invited to the Canaccord Genuity AI Forum to share his thoughts on the changing AI landscape. The discussion focused on improving the performance of large language models, intensifying competition in AI, and...

6 months ago
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Corporate earnings are understated by ~12%

TLDR: Intangible assets tend to get expensed rather than capitalized. Therefore, most modern businesses report earnings that are significantly lower (~12%) than if they were investing in traditional capital assets. (1)

7 months ago
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How US firms view the ongoing tension between the US and Canada

The new US administration’s tariffs are causing global uncertainty. This week, we highlight key insights on mentions of Canada and US-Canada tensions beyond tariffs. Executives across industries, from metals to healthcare, have addressed th...

8 months ago
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How DeepSeek is disrupting AI landscapes

At Hudson Labs, we’re proud to present our first newsletter entirely researched and written by AI, using our own version of “deep research”. The below was researched (reviewed all current quarter earnings calls) and written in under 2 minut...

9 months ago
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Authors

The writers behind this newsletter.

  • Hudson Labs

    AI-powered equity research software. Industry-leading accuracy and reliability.

  • Andre Castillo, CPA/ABV, CFE

    I like putting accounting and machine learning together.

  • Kris Bennatti

    CEO at Bedrock AI - CPA & Data Scientist

  • Suhas Pai
  • Aly

    Head of Analytics at Hudson Labs (formerly Bedrock AI)

  • Julia Xu, CFA

    CFA charterholder. Dog mom.

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