Power and AI Boost Infrastructure Investments

Published on April 15, 2026

While infrastructure companies are not immune to a potential economic slowdown, they may provide a longer-term investment opportunity amid an uncertain macroeconomic backdrop.

Continue reading on website
Other news

Double-Digit Growth and the Visibility Gap

April 15, 2026
In a rare plot twist, Goldman Sachs front-run the banking pack today, marking the first time the firm has kicked off the earnings season ahead of JPMorgan Chase since 2018. The storied investment bank delivered notable results, comfortably surpassing analyst’s estimates on both the top and bottom-line.

The Impact of AI on SaaS: A Risk Framework for Investors

April 15, 2026
Rapid development of AI technology poses a direct threat to the SaaS sector, but the risks are not necessarily terminal or universal and vary based on time horizon.