Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.
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In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
AI adoption, reshoring trends, and M&A activity could create long-duration growth tailwinds for small- and mid-cap domestic firms.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
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Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.
Tech sector volatility can lead to attractive entry points for investors seeking to increase exposure to powerful secular themes.
AI disruption has sparked debate about the future of software companies, but the reality is more nuanced than the prevailing doom-and-gloom narrative suggests.
AI chatbots like ChatGPT are rapidly gaining traction for routine search queries.
A look at five growth themes that remain in early stages with significant room for expansion.
Rapid advancements in AI platforms and integration into business models are resulting in demand for deployed capacity, margin gains, and monetization.