Thematic Investing Is Very Different From Traditional Stock-Picking. Here’s How It’s Done.

With this investing approach, investors identify industry groups and companies that are likely to benefit from multiyear structural or technological changes.
The Economist

The $4trn accounting puzzle at the heart of the AI cloud

Three years after Chat GPT ignited the AI boom, the business is all about trillions. The market value of Microsoft, whose ...

Think Nvidia and Palantir Are Going to Be the Biggest Winners in Artificial Intelligence (AI)? Here's Why This Could Be an Even Bigger Opportunity for Investors.

Since OpenAI released its advanced AI chatbot ChatGPT back in late 2022, Nvidia's market capitalization has climbed tenfold ...

Amazon: 2 Reasons Why It's Not A Good AI Play

Discover why Amazon.com, Inc. may not be the best pick for cloud exposure. Click for other important factors to consider when ...
CIO Dive

Global AI spending to approach $1.5 trillion this year: Gartner

Hyperscaler investments in GPUs and accelerators will nearly double the size of the AI server market, the analyst firm said ...