Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Articles
Exploring a range of subjects as diverse as our product lineup.
This month, we discuss disruptive trends in AI, Healthcare Innovation, Internet of Things, Electric Vehicles, Defense Technology, and Hydrogen. By Ido Caspi
In 2023, the generative AI buildout largely benefited compute hardware and cloud infrastructure providers. In 2024, AI is gaining prominence at the edge. By Ido Caspi
Data center industry is bracing for a transformation, to accommodate growing needs of Generative AI. By Tejas Dessai
Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions. By Scott Helfstein
Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities. By Scott Helfstein