US Internet & Software - 2026 outlook: AI applications to ramp up; eyes on AI investment return
Looking ahead to 2026, we believe competition in the large language model (LLM) industry will further intensify, while monetization of AI...
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Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
339 Views
KTX Tactical DR Picks - August 31, 2026 (Eng.)
There have been no changes to the portfolio today. Our KTX Tactical DR Portfolio recorded an average return of +0.30%, supported by gains in...
98 Views
KTX Tactical DR Picks - August 31, 2026 (Eng.)
There have been no changes to the portfolio today. Our KTX Tactical DR Portfolio recorded an average return of +0.30%, supported by gains in...
94 Views
US Software Sector – Best Proxy to Benign Interest-Rate Environment
US software and cloud computing sectors have recorded rapid growth over the past 20 years, driven by enterprise digitization demand.
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