The allure of investing in megatrends like digitalisation, affordability, and AI unveils complex realities where unique risks outweigh thematic narratives. DLocal's prowess lies in managing emerging market challenges, while Oscar...
While often seen as a straightforward roster of the largest American corporations, the S&P 500 is a meticulously curated collection, with several household names like Dell and Palantir conspicuously absent....
Elon Musk's xAI is making headlines with its audacious plan to relocate an entire power plant to the US to fuel its new 'gigafactory of compute.' This bold strategy underscores...
Exploring the burgeoning unmanned aerial systems and private wireless networking sectors, Ondas Holdings offers an intriguing yet speculative opportunity. With substantial revenue growth yet challenges in profitability and cash management,...
SkyWater Technology offers a promising investment opportunity in the specialised semiconductor foundry sector, leveraging its focus on advanced technology services and secure U.S.-based operations. Positioned to benefit from the CHIPS...
In a landscape where capital discernment reigns, the market is sharply divided between cash-rich tech giants like AMD and speculative frontiers such as Archer Aviation. AI infrastructure players must justify...
A proposed $4.5 trillion fiscal package aims to jolt the economy with tax cuts and spending reductions, creating a potential tug-of-war with the Federal Reserve’s price stability goals. Large-cap corporations...
Upcoming policy shifts in the US student debt landscape could reshape the financial ecosystem, as proposals move away from income-driven repayment plans to fixed payment schedules. This change could spur...
A considerable fiscal package has navigated the US House, promising tax and spending shifts poised to realign sector dynamics and market leadership. Domestically inclined sectors, such as financials and energy,...
Elastic N.V. offers a promising investment opportunity in the dynamic data analytics sector, thanks to its versatile cloud-native platform excelling in enterprise search, observability, and security. With impressive growth in...
