Technology decisions are increasingly becoming geopolitical decisions.
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.
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.
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.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Cybersecurity’s evolution into critical AI infrastructure.
Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
Can NVIDIA convince the markets that it deserves more recognition for its potential for longer-term sustainable growth and continued innovation?