Tech Equity Insights

• Alphabet shares dropped nearly 7% after posting negative free cash flow of $5.9bn for the first time since 2004, driven by AI infrastructure...

• U.S. software market: $540.02B in 2025, rising to $1.81T by 2034 at 14.36% CAGR
• Global SaaS market: $269.6B in 2025, projected at $1.41T by 2035...

Global Price Optimization and Management Software market grows from USD 2.07 Billion in 2025 to USD 7.02 Billion by 2033 at 16.5% CAGR.

• Retail...

HPE stands out for balanced growth versus SMCI's higher-risk upside in AI servers.

• SMCI strengths: $60B new Q4 orders and record backlog, but...

The population health management market is forecast to grow from $46.93B in 2026 to $98.41B by 2031, a 16.0% CAGR.

• Cloud-based delivery expected to...

Cloud computing expansion is accelerating with strong enterprise demand for AI-ready infrastructure and secure networking.

• Market projected to...

Dave shows clearer near-term investment momentum than Toast despite higher risks.

• Toast reaches 171,000 locations with 26% recurring revenue growth...

• Thailand HR SaaS market set to expand from USD 294.40 billion in 2025 to USD 539 billion by 2030.
• Cloud deployment leads growth amid Thailand's...

• Global ML market valued at $77.96B in 2025, projected to reach $1,670.2B by 2035 at 35.86% CAGR
• Cloud leads with 74% share; BFSI accounts for...

B2B buyers now rely on ChatGPT for vendor evaluation at 72% adoption, yet 51% of tech brands have zero LLM citations, turning generative visibility...

The AI software market in legal industry is projected to grow from USD 2.67 billion in 2026 to USD 4.42 billion by 2031 at a 10.53% CAGR.

Key segment...

Two reports signal strong growth in AI for finance, with regional and application-specific momentum.

• South Korea's AI in financial services market...

Fora’s $60 million Series D round valuing the company at $1 billion highlights investor appetite for AI tools that boost human travel agents rather...

• Mexico startups raised $944 million in Q2, up 131% YoY, outpacing Brazil's $350 million which fell 11%.
• Three of the region's largest deals were...

Etched doubled its valuation to $10.3 billion in seven months with a $300 million Series C led by Sequoia and joined by Andreessen Horowitz, SK Hynix,...

Product engineering is shifting toward AI-native, capital-intensive, hardware-software converged models with direct ties to energy and...

Construction SaaS market is set to expand from $16.30B in 2025 to $50.36B by 2036 at a 10.8% CAGR, fueled by cloud adoption, BIM, and AI analytics....

GMI Cloud is deploying $500 million in CapEx to scale high-performance GPU capacity through its NVIDIA collaboration, directly tied to nine-figure...

The U.S. competitive intelligence tool market is projected to hit $5.39 billion by 2035, with Europe forecast to reach $4.77 billion. These regional breakdowns signal key growth areas in data and analytics software for equity investors.

Shield AI shares now trade at $163.79 on Forge Global's marketplace, implying a $13.2 billion valuation as investors shift capital toward autonomous...