SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the Global X Funds.

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Research Analyst Tejas Dessai recaps the highly-anticipated Nvidia Q3 earnings, which outperformed analyst projections, signaling strong demand for AI applications and data centers.

AI’s rapid expansion is shifting the semiconductor bottleneck from compute to memory, positioning high-bandwidth memory leaders to benefit.

AI’s rapid expansion is shifting the semiconductor bottleneck from compute to memory, positioning high-bandwidth memory leaders to benefit.

We believe falling costs, rapid technological improvement, and a supportive policy backdrop are converging to push robotics toward an inflection point in 2026.