We live in an increasingly digital world. But every bit of data floating around in cyberspace is ultimately housed in physical data centers.
And there are a LOT of data centers – over 8,000 spread across the world, each one taking an average of...
There’s a chip in everything nowadays, which is why the global semiconductor market – already at $573 billion in 2022 – is estimated to hit $1.4 trillion by 2029.
But while most investors are understandably focused on the companies that make the chips themselves,...
It’s no secret that the U.S. is the world’s largest spender on defense. And this spending – resulting in $400 billion in contracts awarded to the private sector every year – has created a booming industry that shows no signs of slowing down.
And...
The market loves “exciting” stocks – especially in tech. Just look at all the hype around AI at the moment (I’m not saying AI is overrated, but you can clearly see that we’re approaching the peak of the hype cycle).
To be sure, hype...
Markets pulled back last week after a couple Federal Reserve officials signaled that the Fed may still have to hike rates further to combat persistent inflation – damaging the narrative that the March hike was the final one in the fastest rate hiking cycle in history.