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Nvidia
NVDA · Nasdaq
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AI Chips & Infrastructure
Nvidia designs the chips that power artificial intelligence. Every major AI model, from ChatGPT to Google Gemini, runs on Nvidia hardware.
How it makes moneySelling GPUs to data centres, researchers, and gamers
Bull caseAI infrastructure demand has years of runway left
Bear caseCustomers (Microsoft, Google) building their own chips
Key riskUS export restrictions limiting China revenue
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Explore the map →Explore themes
See all 44 →Big trends, and the companies behind them.
Artificial Intelligence142 companies →Weight Loss Drugs10 companies →Cybersecurity18 companies →Nuclear Energy19 companies →Semiconductors56 companies →Cloud Computing109 companies →Software & SaaS24 companies →Electric Vehicles37 companies →Fintech & Digital Payments37 companies →Pharmaceuticals & Biotech37 companies →Healthcare Services35 companies →Banking & Finance50 companies →Insurance25 companies →Consumer Discretionary27 companies →Consumer Staples25 companies →Food & Beverage24 companies →Media & Entertainment22 companies →Telecommunications14 companies →E-Commerce & Retail24 companies →Industrials34 companies →Aerospace & Defence23 companies →Transportation & Logistics21 companies →Oil & Gas49 companies →Renewable Energy34 companies →Materials10 companies →Real Estate & REITs23 companies →Utilities40 companies →Robotics & Automation51 companies →Gene Editing & Genomics15 companies →Space Exploration12 companies →Quantum Computing8 companies →Cryptocurrency & Blockchain10 companies →Digital Health18 companies →Luxury Goods9 companies →Gaming & Esports9 companies →Ageing Population & Silver Economy11 companies →AgriTech & Food Innovation10 companies →Lithium & Battery Materials12 companies →Rare Earth & Critical Minerals9 companies →Climate Tech & Carbon21 companies →Autonomous Vehicles24 companies →Private Credit & Alternative Finance18 companies →Smart Infrastructure & Water14 companies →Memory Chips & HBM13 companies →
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Explore the biggest trends shaping markets and every company connected to them.
Artificial IntelligenceThe defining technology of this decade.142 companies →Weight Loss DrugsGLP-1s reshaping healthcare globally.10 companies →CybersecuritySpending that grows every year, without exception.18 companies →Nuclear EnergyAI's unexpected problem has a surprising answer.19 companies →SemiconductorsThe raw material of the modern economy.56 companies →Cloud ComputingThe infrastructure the internet runs on.109 companies →Software & SaaSSoftware you pay for monthly, forever.24 companies →Electric VehiclesThe biggest shift in transport in 100 years.37 companies →Fintech & Digital PaymentsCash is disappearing. These companies replaced it.37 companies →Pharmaceuticals & BiotechThe industry that invents the drugs that save lives.37 companies →Healthcare ServicesThe companies that deliver care, not just drugs.35 companies →Banking & FinanceThe companies that move all the world's money.50 companies →InsuranceGetting paid to take on everyone else's risk.25 companies →Consumer DiscretionaryWhat people buy when they have money to spend.27 companies →Consumer StaplesProducts people buy no matter what the economy does.25 companies →Food & BeverageBrands that print money one snack at a time.24 companies →Media & EntertainmentThe companies competing for your attention.22 companies →TelecommunicationsThe pipes that the internet flows through.14 companies →E-Commerce & RetailShopping moved online. These are the winners.24 companies →IndustrialsThe companies that build, move, and power everything.34 companies →Aerospace & DefenceGovernments spend more every year. These companies receive it.23 companies →Transportation & LogisticsMoving goods and people is a $10 trillion industry.21 companies →Oil & GasThe world still runs on fossil fuels.49 companies →Renewable EnergyThe fastest-growing energy source in history.34 companies →MaterialsYou cannot build the future without raw materials.10 companies →Real Estate & REITsOwning buildings without buying them yourself.23 companies →UtilitiesBoring companies with extraordinary cash flows.40 companies →Robotics & AutomationMachines are taking over factories — and that's a good thing.51 companies →Gene Editing & GenomicsWe can now edit the code of life itself.15 companies →Space ExplorationThe $1 trillion industry being built above our heads.12 companies →Quantum ComputingThe next leap in computational power.8 companies →Cryptocurrency & BlockchainDigital money is becoming institutional.10 companies →Digital HealthHealthcare is moving to the cloud.18 companies →Luxury GoodsThe brands that pricing power built.9 companies →Gaming & EsportsThe world's largest entertainment medium.9 companies →Ageing Population & Silver EconomyThe demographic tailwind that never reverses.11 companies →AgriTech & Food InnovationFeeding the world is the oldest problem. Tech is solving it.10 companies →Lithium & Battery MaterialsEvery EV runs on what these companies mine.12 companies →Rare Earth & Critical MineralsThe materials geopolitics is now being fought over.9 companies →Climate Tech & CarbonThe fastest-growing investment category in history.21 companies →Autonomous VehiclesSelf-driving is coming. Slowly, then all at once.24 companies →Private Credit & Alternative FinanceBanks retreated. Private capital filled the gap.18 companies →Smart Infrastructure & WaterThe pipes, grids, and networks everything runs on.14 companies →Memory Chips & HBMAI runs on memory. These companies make it.13 companies →
Market stories
What's moving
the market this week.
See all →Energy
Why utilities are quietly becoming AI's biggest winners
The explosion in AI data centre construction has triggered an unexpected gold rush in one of the most old-fashioned corners of the stock market: utilities. Companies like Vistra, Constellation Energy, and NextEra Energy are signing multi-billion dollar power purchase agreements with Microsoft, Amazon, and Google, who need reliable, large-scale electricity to run their data centres around the clock. The US grid, which had seen essentially flat electricity demand for over a decade, is now forecast to need hundreds of gigawatts of new capacity before 2030, with AI cited as the single biggest driver.… Read more
Sources · Reuters, Bloomberg, Financial Times
0h ago
Artificial Intelligence
The AI arms race is accelerating — and the spending shows no sign of slowing
The four largest technology companies in the world — Microsoft, Alphabet, Amazon, and Meta — collectively committed over $300 billion in capital expenditure for 2025, with AI infrastructure cited as the primary destination for the bulk of that spending. Nvidia continues to sit at the centre of this buildout, with its H100 and H200 GPUs remaining the dominant hardware for training large language models and running inference at scale. What is changing is where the money flows next: as raw model training reaches a plateau of diminishing returns, investment is increasingly shifting toward inference infrastructure — the hardware and software needed to deploy AI to billions of users in real time.… Read more
Sources · Wall Street Journal, Bloomberg, The Verge
0h ago
Healthcare
The GLP-1 drug market is bigger than anyone predicted — and the competition is just beginning
When Novo Nordisk launched Ozempic as a diabetes drug in 2017, no one anticipated it would become one of the fastest-selling pharmaceutical products in history after its weight-loss effects became widely known. Today, the GLP-1 drug market — which includes Wegovy, Mounjaro, and Zepbound — is projected to reach over $130 billion in annual sales by 2030, a figure that would make it larger than any other drug category in existence. Eli Lilly has emerged as the strongest competitor to Novo Nordisk, with its tirzepatide drugs showing superior weight-loss results in clinical trials and winning market share rapidly since launch.… Read more
Sources · Reuters, STAT News, Bloomberg
0h ago
Global Markets
Tariffs are reshaping global supply chains — and some companies are winning
The return of broad-based US tariffs on imports from China, Europe, and other trading partners has forced multinational companies to rethink supply chains they spent decades building. For investors, the first instinct is to look for the losers — consumer electronics brands like Apple that assemble products in China, or retailers whose margins depend on cheap imported goods. But the more interesting story is who benefits: US manufacturers gaining pricing protection, logistics companies handling rerouted trade flows, and emerging market countries like Mexico, Vietnam, and India winning factory investment that used to flow to China.… Read more
Sources · Wall Street Journal, Financial Times, Bloomberg
0h ago
Defence
NATO's spending surge is creating a multi-year tailwind for defence stocks
When Russia invaded Ukraine in 2022, it triggered the largest rearmament programme in Europe since the Cold War. NATO members — many of whom had allowed defence budgets to fall below the alliance's 2% of GDP target — rushed to increase spending, and that commitment has only accelerated since. Germany reversed decades of fiscal conservatism to pass a €100 billion special defence fund; Poland is targeting 4% of GDP on defence, the highest in the alliance; and the UK, France, and Nordic countries have all raised their budgets significantly.… Read more
Sources · Financial Times, Reuters, Defence News
0h ago
Emerging Markets
India's growth story is capturing investor attention — but execution risk remains high
India has quietly become the world's fastest-growing major economy, expanding at around 7% annually while China grapples with a property crisis and weak consumer confidence. The combination of a young population, rising middle class, and government investment in infrastructure has made India the destination of choice for manufacturers and multinationals looking to diversify away from China. Apple now assembles a meaningful share of iPhones in India through Foxconn and Tata, and semiconductor companies are evaluating Indian production.… Read more
Sources · Bloomberg, Financial Times, The Economist
0h ago
Stories are AI-generated from recent headlines. Not financial advice. Refreshed daily.