Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
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.
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.
Key highlights from NVIDIA’s latest quarterly earnings call includes the company citing 2026 as an agentic AI inflection point, driving increasing compute demand and revenue generation.
To gain perspective on recent volatility, we believe investors need to understand the magnitude of the AI transformation and how it will invariably impact every corporate sector
Autonomous vehicle (AV) technology is rapidly advancing, and the market opportunity could be substantial.
A discussion on concerns that AI-driven automation, agentic tools, and vibe coding could disrupt traditional software SaaS business models.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
Is the semiconductor industry becoming the necessary 'voice of reason' amid AI exuberance?
How are stablecoins, tokenization, and artificial intelligence (AI) reshaping payment systems and financial markets?
Selectivity and valuation discipline are key to investing in tech stocks as as AI continues to drive economic transformation in 2026 and beyond.