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.
Technology decisions are increasingly becoming geopolitical decisions.
Making sense of the gargantuan AI investment cycle requires identifying the revenues needed to generate sufficient returns.
Reflections on three decades of navigating technology's evolution.
Our global research analysts share their perspectives on recent market developments and what they anticipate going forward.
How should investors navigate a world increasingly shaped by geopolitics?
Considering the risks posed by AI to technology and software loans.
NVIDIA's latest earnings update informs AI growth expectations.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
The latest earnings reports from the largest hyperscale technology companies offered clear signals on the direction of AI infrastructure spending. Despite record levels of capital expenditure and some pressure on near-term free cash flow, management teams across Amazon, Microsoft, Alphabet and Meta emphasised the same message: demand for AI computing capacity continues to exceed available
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.