Explore Every Angle

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.

In 2023, the generative AI buildout largely benefited compute hardware and cloud infrastructure providers. In 2024, AI is gaining prominence at the edge.

Data center industry is bracing for a transformation, to accommodate growing needs of Generative AI.

Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions.

Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities.