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.
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 ...
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 ...

In-Depth Analysis of AI Network Technological Innovations in 2025 and Huawei's Leading Solutions

The application and development of core technologies are key to understanding Huawei's AI network revolution. Based on a deep learning neural network architecture, Huawei's technology has optimized ...

Prediction: The Path Is Finally Clear For These 2 Technology Giants to Surpass $4 Trillion Valuations

Nvidia, already an industry giant with a market cap around $300 billion at the start of the bull market has seen its value ...

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 ...
TechCrunch

iPhone 17, iPhone Air, AirPods Pro 3, and everything else announced at Apple’s hardware event

Apple hosted its new hardware event today, releasing its iPhone 17 lineup, along with updates for the Apple Watch and AirPods. For the iPhone 17 models, updates included larger screens and an improved ...