
Forget the singularity and robot takeovers; what matters is who captures the value added

Some commentators believe Heavy Assets, Low Obsolescence companies could be an investment antidote to markets ravaged by AI

Evaluation of use cases and business models will dominate 2026

Pendulum is swinging back to companies in areas such as servers, more general chips and software

Competing visions on the next big technological revolution are discombobulating markets

Earnings hint at growth trajectory despite increases in capital spending