How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Insights
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
The dominant themes, opportunities, and risks we expect will shape the technology sector in 2024 and beyond.
Assessing the impact of higher rates and a potential recession on the tech sector, as well as our outlook for AI and cloud computing.
As companies across industries invest in AI, we consider how to identify those best positioned to emerge as long-term winners.
Discussion on WeWork’s recent bankruptcy from a technology and real estate perspective.
Can traditional media survive in the age of streaming? The answer may provide valuable insights for what investors should consider amid technological change.