76 published insights from Hemispheres Investment Management.
Quantum computing is a new form of computing that follows the rules of quantum mechanics. Quantum mechanics explains how extremely small particles, such as electrons and photons, behave. These particles act in ways that do not match everyday experience.
♪ Pop-pop-pop goes the AI bubble – and it is in trouble ♪. Highlighted by last week’s announcement that the company Cursor, a start-up that makes AI coding tools, raised...
The data center industry is experiencing a generational boom, fueled by a relentless surge in demand for Artificial Intelligence (AI) and cloud computing infrastructure. Billions of dollars are pouring into the sector, with developers racing to build the specialized, power-hungry warehouses needed to host the world’s digital brains.
Artificial intelligence (AI) has captured global imagination and investment at unprecedented levels. Analysts estimate that AI-related investment could surpass $3 trillion over the next decade . From chip makers and cloud providers to startups promising breakthroughs in generative AI, capital is flooding into the sector.
The most visible evidence of the seismic shift in geographic capital flows is the change in where capital originates and where it ends up. Historically, the U.S. and Western Europe were the unchallenged powerhouses, directing most of the world’s investment.
The bond market often serves as a barometer for economic health, offering insights into investor sentiment, inflation expectations, and potential policy shifts. In 2025, bond yields and spreads are signaling a complex economic landscape, marked by cautious optimism, fiscal pressures, and evolving inflation dynamics.
