The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
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.
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Rising AI use cases, token volumes and compute efficiency gains married with falling compute costs are driving tech giants to invest at unprecedented scale.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Key highlights from NVIDIA's GTC 2026 event.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
Why the prevailing narrative of new energy-generation capacity exceeding AI data center demand could be off the mark.
AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.