disruptive technology

SiteMinder is one of a few small-cap software companies with the potential to deliver the prized ‘Rule-of-40’ metrics.

The megacap tech stocks have dominated but Franklin Templeton's Francyne Mu prefers less cyclical names

Pulsed Field Ablation is the most exciting technology to come to market in many years, and offers great potential returns for the winners

Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted more rapidly than...

The firm run by Cathie Wood eyes three key investment themes for 2024 and beyond.

Some of the biggest tech innovators are private. Liberty Street's Christian Munafo shares how to identify the best ones and themes to watch.

As AI expands, new computing infrastructure will be needed and sigificant investment in AI chips, memory and networking gear.

Generative AI and gaming have been big performers for Perpetual's Thomas Rice in the past year, and that isn't likely to change.

Most investors suspect that AI sits at the core of Alphabet’s key businesses (Search, YouTube, Cloud, etc). But many are still underestimating how AI is creating...

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...