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Disruptive Theme of the Week: Emerging Markets Fintech
Financial technology (fintech), broadly speaking, allows the remote delivery of financial...
AI Posts Strong Q2 Returns as Inference Economy Takes Hold
The AI Arms Race Heats Up: June's Robotics & Automation Playbook
Disruptive Theme of the Week: Video Gaming
More Disruptive Technology Channel Articles
Artificial Intelligence Discussion Closes Out Midyear Symposium
2025-06-30Thematic ETFs are making a comeback, and one theme in particular dominates conversation....
Midyear Symposium Covers Thematic Comeback
2025-06-26Thematic ETFs might have fallen somewhat out of favor in the era of nonstop megacap growth, but...
Robotics Is Real. The Discount Is Too
2025-06-25During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI...
The Robot Will See You Now & AI Will Read Your Results
2025-06-18Healthcare has always been a field of captivating news, consistently capturing our attention with...
Disruptive Theme of the Week: Uranium & Nuclear
2025-06-17Meta recently announced a 20-year deal to buy nuclear power from a Constellation Energy plant in...
Investment Opportunities as AI, Robots Transform Labor
2025-06-11The question isn’t whether robots will transform global labor markets. It’s how...
Disruptive Theme of the Week: These 3 Themes Have Been Working!
2025-06-10The market temperature for risk may be shifting, with markets back in positive territory for the...
$50 Trillion Opportunity: USA Robotics & AI 'Manhattan Project'
2025-06-04For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to...
Healthcare Tech & Innovation: Heart Monitors Improving
2025-06-03Healthcare and technology innovation has far-reaching impacts that can truly transform and save...
Top AI & Robotics News You May Have Missed In April
2025-05-12The Artificial Intelligence and Robotics sectors saw significant developments in April 2025,...
Disruptive Theme of the Week: Music an Economically Resilient Theme
2025-05-02Investors looking for economically resilient themes amid tariffs and other global economic...
How AI and Robotics Are Transforming Real Estate
2025-05-01- From design studios to construction sites to building operations, AI and robotics are driving a...
Toyota News Reinforces M&A Tailwind for Robotics/Automation
2025-04-30The potential for M&A remains a tailwind for companies in the Robotics and Automation sector,...
Disruptive Theme of the Week: Global Infrastructure ETFs
2025-04-24Looking for an investment theme that is working this year despite tariff headwinds and recession...
Time to Buy? Robotics & Automation Valuations Fall Despite Constructive Outlook
2025-04-23Now could be an attractive entry point for investors looking to add exposure to the robotics and...
Content Advantage: Why Creative Platforms May Outperform Technical Ones in the AI Era
2025-04-16AI is democratizing technical capabilities across industries. Yet a subtle but profound shift is...
Disruptive Theme of the Week: Tariff-Resistant & Adjacent Themes
2025-04-15On April 2, designated “Liberation Day” by the Trump Administration, the U.S....
Future-Proofing Investments: Energy Constraints & Cloud Computing in the AI Era
2025-04-10As AI capabilities expand, energy constraints are emerging as a critical limiting factor for...
AI's Disruption of SaaS: Rethinking Platform Value in the Age of Commoditized Intelligence
2025-04-08The rapid evolution of AI capabilities is fundamentally transforming the software-as-a-service...
The Tipping Point: AI, Robotics & China's Manufacturing Revolution
2025-04-04As global competition in AI and robotics intensifies, industry observers note we’ve reached...
Disruptive Theme of the Week: Europe Defying Low Expectations
2025-03-31While U.S. investors may be disappointed with this year’s choppy first-quarter performance,...