A potential shift in state and local scrutiny over data centers is just one factor investors should consider when approaching the AI theme.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
Considering the risks posed by AI to technology and software loans.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.