Thematic GrowthArtificial Intelligence
The Case for MLCCs: An Emerging AI Bottleneck
Tejas Dessai
Sep 11, 20268 min read
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Primary research, thematic analysis, and macro commentary grounded in data and built for long-term investment decisions.
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Market commentary, top-down analysis, and advisor-ready perspectives from Global X, translating what we're seeing in markets into actionable insights.
ETFs, made clear. Whether you're starting out or going deeper, Global X breaks down the foundations, mechanics, and themes behind our research so you can invest with confidence.
The Global X MLCC & Electronic Components ETF (MLCC) seeks to deliver exposure to companies supplying MLCCs and passive electronic components.
Rising demand for reliable onsite power and investment in low-carbon hydrogen are expanding opportunities for companies across the hydrogen value chain.
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Data Centers in Space: The Opportunity Is Real
Orbital data centers represent a credible opportunity for space tech companies, though economic viability may take time to emerge.
Tejas Dessai
AI Monetization Is Reinforcing the Infrastructure Buildout
AI monetization is beginning to fund the next investment wave, reinforcing a virtuous cycle of capacity expansion, lower development costs, adoption, and revenue.
Ido Caspi
Powering AI: U.S. Electrification in Five Charts
Madeline Ruid
Introducing LLMA: Investing in the Intelligence Layer of the AI Economy
Ido Caspi
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Space Tech, Genomics and Robotics.
Rising demand for reliable onsite power and investment in low-carbon hydrogen are expanding opportunities for companies across the hydrogen value chain.
The Global X MLCC & Electronic Components ETF (MLCC) seeks to deliver exposure to companies supplying MLCCs and passive electronic components.
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Orbital data centers represent a credible opportunity for space tech companies, though economic viability may take time to emerge.
AI monetization is beginning to fund the next investment wave, reinforcing a virtuous cycle of capacity expansion, lower development costs, adoption, and revenue.
U.S. data center power demand is surging, creating significant investment needs for new power generation and grid infrastructure.
The Global X LLM ETF (LLMA) seeks to deliver exposure to companies involved in the development and commercialization of LLMs in developed markets and China.
Chasing distant growth stories may mean overlooking present cash flow and dividends, strengths that may offer real strategic flexibility today.
U.S. data center power demand is surging, creating significant investment needs for new power generation and grid infrastructure.
The Global X LLM ETF (LLMA) seeks to deliver exposure to companies involved in the development and commercialization of LLMs in developed markets and China.
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
Our covered call funds seek to offer alternate sources of income, with different risk/return characteristics. Here, we discuss recent developments.
This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Space Tech, Genomics and Robotics.
This month highlights semiconductors/quantum computing as one of the top trending themes and hydrogen as an out-of-favor-theme showing possible recovery.
