Key highlights from NVIDIA's GTC 2026 event.
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Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
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.
Autonomous vehicle (AV) technology is rapidly advancing, and the market opportunity could be substantial.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
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.