Do you have enough energy? We see strong, structural tailwinds in the sector and remain overweight. GQG is overweight as of 9…

Google once ruled online search, but as AI transforms the landscape, it faces a tough question: Is prioritizing innovation worth cannibalizing its…

Is this what they meant by “work smarter, not harder”?

We think the AI bubble may soon become the next gallery piece in the history of market downturns.

Are OpenAI's 2030 revenue targets realistic, or will its high cash burn and challenges in attracting paid users suggest an overhyped valuation…

While employers have encouraged the use of AI chatbots in the workplace, employees report that they've created new work. View our infographic…

Think again. In volatile markets, price movements can outpace EPS revisions, as observed during the dotcom bubble. Sharp declines, driven by multiple…

AI data centers require higher annual investments than previous booms, such as railroads and telecom, to deliver comparable returns. View our infographic…

Holding 500 stocks in a portfolio does not necessarily reduce concentration risk, especially when the top 10 holdings dominate the index to…

In our view, a 10x price-to-sales ratio is a high metric where the math turns unfavorable, now encompassing one-third of the S&P…