While AI is one of the structural themes informing our investment thinking, as ever, we remain firmly committed to diversification. Our clients’ portfolios are spread across thousands of securities, ...

The Ten Titans already make up 38% of the S&P 500, but their share could grow if companies keep delivering on investor ...

Amazon › Investors searching for long-duration compounders don't need to overcomplicate things. One approach is to look for ...

At the Johannesburg event, the tech giant showcased the evolution of services from simple model access to customisable, enterprise-ready AI, writes JASON BANNIER.

Against its 2040 goal of net-zero pollution, Amazon increased its carbon footprint. The retail-tech giant's artificial ...

Sometimes, AI feels more like magic than technology. But like any other tool, it can be as useful as it is often dangerous, ...

While some industry leaders view artificial intelligence (AI) as reducing Thai white-collar jobs, others say the technology ...

Every investing era has its defining moment. In the 1980s, Apple squared off against IBM. In the 1990s, Amazon reshaped retail. And now, it’s AI transforming industries at a breakneck pace. It’s a ...

AI is rapidly changing our world, from ethics and accountability to job displacement and fake news. The US-China AI rivalry is fundamentally a competition to define the global operating system and the ...

I love nothing more than moody stock markets. But no matter how immature or reactive we may perceive them to be, our economic ...

Notably, 50% of Snowflake's APJ partner ecosystem is rooted in India, including firms like Deloitte, EY, LTIMindtree, TCS, ...

So much of the market the last couple of years has been built on Nvidia and its friends. So I’m a little nervous,” says Kim ...