AI infrastructure

Michael discusses geopolitics, capital concentration, AI & more — hear how these forces are reshaping markets and portfolio positioning.

Global X's Billy Leung says infrastructure is the crucial next leg in the AI supercycle and where investors can find the most opportunity.

Earnings are rising but prices are not. These companies sit where the market’s disconnect may be most visible.

From aerospace supply chains to AI bottlenecks, Nicky Sun outlines where structural growth meets valuation discipline.