Livin’ on a Prayer

Livin’ on a Prayer

This week, we are revisiting the small and mid-cap U.S. equity segment, dissecting recent performance trends and analyzing what are, once again, lofty expectations for profit growth in the coming calendar year. This cohort, which is generally comprised of the 2,500...
Field of AI Dreams

Field of AI Dreams

AI’s Impact on Markets, Adoption Trends, Hyperscaler Capex, and the Path to Return on Investment “If you build it, he will come” is a message heard throughout the 1989 baseball classic Field of Dreams. While it has been nearly four decades since its release, the...