AI

Open-weight AI may not change who builds the best models. It could change who captures most of the value.

Let’s be honest, it hasn’t been difficult to generate double-digit returns in the post-COVID regime. But how did you get there?

Chinese AI models such as Kimi may appear to threaten US tech, but faster AI adoption could increase demand across the entire supply chain.

As AI makes intelligence abundant, value is shifting to judgment, trusted workflows and the companies that turn ideas into action.

Hyperscaler leverage has doubled in six months and free cash flows are falling. The credit markets are starting to notice.

Where the market sees a tired Japanese conglomerate, Contrarius sees something rare: an AI-Proof and AI-Winner at an attractive price.

Lots of companies say they’re using AI to improve their offering. These fund managers pick stocks that are actually doing it.

A recent US trip took us across five cities surfacing five thematics from an AI build-out to structural defence spending.

Despite persistent macro uncertainty, the global economy remains supported by the AI investment cycle. While the initial benefits were concentrated among U.S....

Has the so-called “chipwreck” soured Armina Rosenberg on the AI memory makers? Not quite, but a little diversification never hurts.