AMD Must Show How Helios Moves From Customer Interest to Revenue
AMD's strategic AI relevance is being tested by converting customer validation into revenue, with a focus on MI450 and Helios ramp timing, supply...
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Selling Shovels in a Gold Rush: SaaS Stocks Cashing in on Emissions Reporting Rules
ESG investing has been complicated by evolving emissions reporting regulations. With the chaos, comes new investment opportunities. Such as in...
697 Views
5 US Tech Stocks that Matter to Global Investors
As US Technology weights reach record highs in Global Equity portfolios, we analyse 5 stocks that are in focus for active Global managers.
380 Views
US Tech: Record Allocations, Record Underweights. Value Becoming Harder to Find
US Tech allocations have hit fresh all-time highs among active Global investors. Never before have Global investors placed such a reliance on US...
341 Views
Smartkarma Originals
The Cybersecurity Disruptors in Asia & A Global Cyber Attack Worse than the COVID-19 Pandemic?
In this Smartkarma Original, we provide a detailed analysis of the cybersecurity disruptors in Asia and the major drivers of the cybersecurity market.
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