Explore Every Angle

This month, we discuss disruptive trends in Data Centers, Defense Tech, AI, FinTech, AI Semiconductors, and CleanTech.

CES 2026 featured AI and robotics shifting to real deployment, driven by advancing semiconductors, industrial automation, and commercialized humanoid robots.

Autonomous vehicles emerged as a dominant theme at CES 2026, underscoring how intelligence and automation are reshaping the future of mobility.

After rallying in 2025, copper prices should see strong fundamentals in 2026, with macro tailwinds likely aligning with the structural copper story.

We see reason for continued optimism in 2026, but feel there are risks markets may not be pricing in.