Take-Two, one of the largest positions in both our Metaverse and Gaming certificates, is now expected to release in the next couple of weeks the highly anticipated trailer for the next chapter in the Grand Theft Auto (GTA) video game franchise, GTA VI. For those who are not familiar with the franchise, GTA is an…
The Who’s Who of High-Performance Computing (HPC) is currently gathering in Colorado, US for the annual SuperComputing conference (SC23). Halfway through the conference, one trend is pretty clear: the whole IT industry is all in on Generative AI, starting from the chip designers up to the large system builders. Nvidia teased its upcoming server-class GPU…
Driven by the growing awareness prompted by the impact of the Covid-19 pandemic, global sales of nutraceuticals have seen a substantial upsurge over the last few years. Nutraceuticals are defined as foods that combine the benefits of both nutrients and pharmaceuticals. They are generally categorized into two primary categories: Dietary supplements: vitamins, minerals, enzymes… Functional…
During its recent earnings conference, security and edge computing infrastructure provider Cloudflare highlighted the AI inference opportunity, stating that it has a pipeline of customers (large and small) “interested in putting hundreds of billions of inference tasks on its infrastructure each month” and that it will have rolled out inference optimized GPUs in 100+ of…
The last few weeks have been tough in the clean energy space, with high interest rates not only pressuring stock valuations but also affecting business fundamentals. Notably, higher funding costs sparked wind projects cancellations and a slowdown in residential solar installations. If hydrogen names have not been spared by these funding headwinds and concerns about…
Solar inverter manufacturer SolarEdge posted last night preliminary Q3 results that fell well below expectations (revenue 19% below, gross margin 30% below) following cancellations and pushouts of existing backlog from its European distributors. The company noted higher-than-expected channel inventory and slower-than-expected installation rates from the end of the summer. This weakness in Europe was clearly…
Chip equipment makers have been hit in recent days and weeks by the intensification of export controls to China and by order delays as manufacturers are experiencing troubles in building their new fabs. Most notably, Taiwan Semiconductor (TSMC)’s $40 billion Arizona plant is running behind schedule. Accordingly, Dutch equipment giant ASML delivered this morning a…
With the emergence of a new generation of weight loss drugs poised to reshape the healthcare industry, the landscape of consumer diets may also be on the cusp of a massive transformation, sending ripples through the food and beverage sectors. New weight loss drugs known under the acronym of GLP-1, embodied by Novo Nordisk’s Ozempic…
Niantic, the developer of massive mobile hit Pokemon Go, released in recent weeks in collaboration with Japanese game maker Capcom its newest location-based and augmented reality (AR) title, Monster Hunter Now. The game lets users explore the world and achieve missions while fighting gigantic monsters, the AR technology allowing to blend the digital monsters with…
There’s been a lot of attention in recent months about the computing power requirements of Artificial Intelligence and the rise of various pieces of hardware (GPUs, ASICs, TPUs…) used to train massive data models. Surprisingly, there’s been much less hype around software and, specifically, around data science and analytics software that appears as important as…