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The Next Big Theme: April 2025
This month, we discuss disruptive thends in Defense Tech, U.S. Infrastructure, AI, HealthTech, and Global Infrastructure. By Ido Caspi
The Next Big Theme: June 2024
This month, we discuss disruptive trends in Artificial Intelligence, Data Centers, U.S. Infrastructure, Telemedicine, Robotics, and Cybersecurity. By Ido Caspi
Four Defense Technology Companies Transforming National Security
Growing incorporation of technology in defense along with rising conflicts and geo-political uncertainty positions major defense technology firms to benefit. By Tejas Dessai
Inflection Points: The Return of the Operating Leverage
Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities. By Scott Helfstein
Cybersecurity Faces Transformation from Generative AI
Growing attacks and the advent of Generative AI will likely present new growth opportunities for the cybersecurity theme in 2024. By Tejas Dessai