U.S. companies have thus far withstood the Trump administration’s barrage of tariffs, but signs of stress are emerging in the most exposed sectors.
Insights
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.
How corporate efficiency is supporting profitability and earnings growth.
How falling construction starts could pave the way for inventory relief and market stabilization.
NVIDIA is reaffirming its dominant position in the AI infrastructure space.
AI chatbots like ChatGPT are rapidly gaining traction for routine search queries.
A look at five growth themes that remain in early stages with significant room for expansion.
Rapid advancements in AI platforms and integration into business models are resulting in demand for deployed capacity, margin gains, and monetization.