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Explore Every Angle
Thoroughly researched perspectives and commentary on the trends shaping global markets.
Subscribe to Updates
Subscribe to Updates
What’s Trending
Sep 18, 2025
Inflection Points: No Reservations, Just Valuations
Sep 03, 2025
Monthly Covered Call Commentary: September 2025
Aug 20, 2025
Quarterly MLP Commentary: Q2 2025
Inflection Points: No Reservations, Just Valuations
Monthly Covered Call Commentary: September 2025
Quarterly MLP Commentary: Q2 2025
Internet of Things
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Articles
Exploring a range of subjects as diverse as our product lineup.
A Decade of Change: How Tech Evolved in the Last Five Years and Bold Bets for the Next Five
Jul 09, 2025 •
By
Tejas Dessai
In this piece, we examine the defining technology trends of the past five years and outline key trends set to accelerate in the next five.
The Next Big Theme: September 2024
Sep 17, 2024 •
By
Ido Caspi
This month, we discuss disruptive trends in AI, Healthcare Innovation, Internet of Things, Electric Vehicles, Defense Technology, and Hydrogen.
Internet of Things and Devices Poised for Edge AI-Driven Upgrades
Jul 25, 2024 •
By
Ido Caspi
In 2023, the generative AI buildout largely benefited compute hardware and cloud infrastructure providers. In 2024, AI is gaining prominence at the edge.
Advancing AI Requires Major Data Center and Digital Infrastructure Upgrades
Jul 03, 2024 •
By
Tejas Dessai
Data center industry is bracing for a transformation, to accommodate growing needs of Generative AI.
Inflection Points: The Fed vs. the Innovation Economy
May 08, 2024 •
By
Scott Helfstein
Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions.
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