United States
News
Contact
Our ETFs
Insights
Insights
Model Portfolios
How to Invest
About Us
Search
Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
What’s Trending
Articles
OUR ETFs
INSIGHTS
ABOUT
CONTACT
NEWS
PRIVACY POLICY
Subscribe to Updates
Back to Top
Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
Mar 04, 2026
Iranian Revelation: Strategic Tops Tactical
Feb 18, 2026
The Next Big Theme: February 2026
Dec 04, 2025
2026 Outlook
Iranian Revelation: Strategic Tops Tactical
The Next Big Theme: February 2026
2026 Outlook
Artificial Intelligence
reset filter
Articles
Exploring a range of subjects as diverse as our product lineup.
Memory Is the New Bottleneck in AI Semiconductors
Mar 23, 2026 •
By
Ido Caspi
AI’s rapid expansion is shifting the semiconductor bottleneck from compute to memory, positioning high-bandwidth memory leaders to benefit.
The Next Big Theme: March 2026
Mar 23, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in Data Centers, Defense Tech, HealthTech, U.S. Electrification, AI Semiconductors, and Autonomous Vehicles.
Robotics: AI Moves into the Physical Economy
Mar 17, 2026 •
By
Tejas Dessai
We believe falling costs, rapid technological improvement, and a supportive policy backdrop are converging to push robotics toward an inflection point in 2026.
Software Volatility: Separating Noise from Signal
Feb 20, 2026 •
By
Tejas Dessai
Software is caught in a broad sell-off as the market prices in AI disruption risk. While some risk may exist, we see opportunity.
The Next Big Theme: February 2026
Feb 18, 2026 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Defense Tech, Autonomous Vehicles, U.S. Infrastructure, AI Semiconductors, and Lithium.
Load More
