AI is entering a new phase defined by reasoning led models, agentic systems and accelerating infrastructure investment.
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.
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
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.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
NVIDIA assuages investor concerns around the AI bubble.
How does the tech sector benefit from exceptional leadership to navigate an era of heightened macro and economic uncertainty?
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.