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Exploring a range of subjects as diverse as our product lineup.

The Next Big Theme: September 2024
This month, we discuss disruptive trends in AI, Healthcare Innovation, Internet of Things, Electric Vehicles, Defense Technology, and Hydrogen. By Ido Caspi
Internet of Things and Devices Poised for Edge AI-Driven Upgrades
In 2023, the generative AI buildout largely benefited compute hardware and cloud infrastructure providers. In 2024, AI is gaining prominence at the edge. By Ido Caspi
Advancing AI Requires Major Data Center and Digital Infrastructure Upgrades
Data center industry is bracing for a transformation, to accommodate growing needs of Generative AI. By Tejas Dessai
Inflection Points: The Fed vs. the Innovation Economy
Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions. By Scott Helfstein
Inflection Points: The Return of the Operating Leverage
Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities. By Scott Helfstein