Earlier this month, Apple regained its position as the largest company in the world (although since then has been duking it out with Microsoft and now even Nvidia). Ever since ChatGPT ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For May, Senior Investment Analyst Harry Morrow discusses the recent weakness ... Read More

It was inevitable that the AI boom animating the Nvidia share price would finally find its way into your phone, laptop and PC. And as of last week, the latest AI-enabled PC (the Microsoft Surface) ... Read More

For April, Portfolio Manager Anshu Sharma discusses how Qualcomm will bring longer battery life and artificial intelligence to PCs.

How much further will the companies underpinning the application of artificial intelligence rise? Nvidia‘s rocketing share price has a sound basis – the company more than doubled sales to US$61b in ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For March, Chief Investment Officer Alex Pollak discusses how the disruption ... Read More

With the significant appreciation in the value of artificial intelligence (AI) stocks like Nvidia and Advanced Micro Devices, as well as cloud players including Microsoft, there have been a slew of ... Read More

Nvidia is now the fourth largest company in the world. It is larger than Tesla, Meta, Alphabet and Amazon. Despite this scale, the company grew quarterly revenue at +265% year on ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For February, Investment Analyst Tom Keir runs us through application specific ... Read More

To access this notice as a PDF, click here. Fund managers Loftus Peak and Orca Funds Management (Orca), have joined forces to further extend their highly performant, market-leading disruption funds to ... Read More

Welcome to Update+, a short tour around the grounds of investment in the big disruptive trends that are driving business. For January, Investment Analyst Tom Gilbertson runs us through the disruptive ... Read More

The Artificial intelligence fire that was ignited in 2023 rages on in the new year. Meta has announced the purchase of 350,000 Nvidia H100s, currently the world’s most advanced Graphics Processing Unit ... Read More