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Feb 20, 2026 • By

Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.

Feb 18, 2026 • By

This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.

Jan 21, 2026 • By

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

Jan 20, 2026 • By

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

Jan 08, 2026 • By

AI is driving a stack of interlinked technologies, from semiconductors to data centers to energy, shaping the next era of growth and innovation.