AI’s Early Returns
Early signs of returns emerging from the AI capex build-out.
Amazon – AI and Beyond
What else is driving Amazon?
Nvidia – Bubble or Brilliant?
Let’s cut through the noise around Nvidia’s recent results.
The Spotify Trade-Off
Where can Spotify’s growth come from?
No Cap to CapEx
What are the risks and opportunities for Big Tech in AI infrastructure development?
Alphabet: Is the Search Over?
Can Alphabet compete in the world of generative AI?
Web of Silicon
How is an increasing demand for high performance computing affecting key players in the semiconductor industry?
Going Nuclear
Rising demand for clean and stable energy—can nuclear deliver?
The Legacy of Disney
How has Disney’s library of IP fuelled different segments of its business.
Amazon – Navigating the Tariff Jungle
The broadest possible selection at the lowest possible price.