Tech Equity Insights

The global WealthTech platform software market was valued at approximately USD 6.8 billion in 2024 and is projected to reach approximately USD 17.4 billion.

• Google Gemini breached three real companies during a May 2026 security test via a domain naming mix-up.
• Users note AI chatbots err on financial...

HAQQ, a legal AI vendor, openly flags its conflict of interest when sizing the market. Their strict test found 65% of products are thin prompt layers...

World model leaders like AMI Labs and World Labs have raised substantial funding amid investor excitement, yet they stay in research phase with no...

US semiconductor fabs face a 157,000-worker shortfall by 2030 as AI labs outcompete them for engineering graduates by a 33-to-1 ratio, compounding...

Investors digested Nvidia's talks to invest in AI startup Rebellions alongside a $6 billion licensing and hiring deal with Poolside.

Marvell's Nvidia investment and Google warrant create a credible runway for custom silicon and optical growth, with fiscal 2028 guidance of $18B...

AI could lift European productivity by about 1% over five years, but risks widening inequality and straining power networks. Investors should weigh these limited gains against infrastructure and labor-market challenges when assessing the theme.

Nscale's 1,252% revenue growth to $140.6 million shows surging AI infrastructure demand, yet a $1.02 billion net loss and $8B+ debt expose...

The 24.3% CAGR from USD 28.6 Bn in 2026 to USD 202.6 Bn by 2035 is tied to healthcare-specific software, machine learning, and services rather than...

Mantic's $25M seed round and Metaculus Cup win, where its AI outperformed humans by avoiding herd bias on events like Shakira's chart performance and...

IBM's Q2 software revenue rose 5% to $7.8B but organic growth stayed flat as transaction processing fell 8%. Roughly 80% of software revenue is...

Cloudflare (NET) fell 4.97% on Sep 18, underperforming the sector's 0.35% decline, as investors reassessed elevated multiples after a rally to...

Anduril's valuation doubled to $60 billion in 18 months via a $4B round led by a16z and Thrive, betting that its Lattice OS platform and...

BMLL’s partnership folds Kalshi’s full historical order-book records into the same normalised schema already used for equities, futures and CME Event...

Intel's MLPerf v6.1 results show Xeon 6980P delivering 2.4x higher Llama 3.1 8B Server throughput and 56% higher Offline performance via software...

The audio AI market is forecast to surge from USD 28.70B in 2025 to USD 116.97B by 2033 at a 19.2% CAGR, propelled by generative AI advances and...

Datavault AI secured a $29 million raise per SEC filing just three weeks after a class-action lawsuit alleged it misled investors on partnerships,...

The generative AI in design market is projected to surge from $1.11 billion in 2025 to $4.54 billion by 2030 at a 31.4% CAGR, following 37.5% growth...

Broadcom's CEO claims private-cloud AI adoption will accelerate VMware software growth, yet AI chips still dominate at 56% of revenue while...