When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
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.
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.
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.