Supercomputing has shifted into the mainstream, with recent AI advancements and adoption making the use of massive amounts of ...

From AI, to cryptocurrency, to geopolitical fragmentation and infrastructure, themes are driving markets and changing our ...

The AI trade has been wobbling quite a bit in recent weeks, to say the least. And while the popping of the AI bubble hasn't yet happened, it does seem like much of the damage done to particular ...

Thematic ETFs tied to trends like artificial intelligence and quantum computing have drawn billions in new money into the market, and the portfolios have been rewarding investors with big gains. But ...

The computing world stands at a historic inflection point. Compute demand for frontier AI is expected to grow 1,000 times over the next four to five years. Classical compute is hitting thermal, energy ...

What are the biggest themes investors are watching right now? That's a question Morgan Stanley sought to answer at its first Thematics Conference earlier this month. The bank hosted business leaders ...

While investors chased artificial intelligence stocks through 2025, cloud computing quietly slipped into the background. The Themes Cloud Computing ETF (NYSEARCA:CLOD) gained just 7% in 2025, trailing ...

Artificial intelligence has evolved from experimental pilots to a foundational part of healthcare strategy. Across eight sessions at the Becker’s CEO + CFO Roundtable AI Summit, hospital and health ...

Energy Undersecretary for Science Darío Gil walked House lawmakers through the agency’s research priorities for the AI-centric Genesis Mission and beyond. Emerging technology research dominates the ...

Tuesday's sell-offs in Nvidia and CoreWeave don't invalidate the artificial intelligence (AI) infrastructure thesis, but rather created attractive entry points for patient investors. Nvidia remains ...

The iShares Biotechnology ETF is up 30% year to date versus 17% for the S&P 500. IBM trades at 36.1x trailing P/E with a $283B market cap despite quantum computing advances. Market sentiment on AI ...