INSIGHTS & STRATEGIES > ARTICLES
WisdomTree Insights
DeepSeek’s models employ innovations to cut costs while maintaining robust performance. This affordability and open-source model is set to spark further innovations in the space, accelerating AI adoption and opening new frontiers and opportunities for cloud software companies.
Read the article
DeepSeek’s models employ innovations to cut costs while maintaining robust performance. This affordability and open-source model is set to spark further innovations in the space, accelerating AI adoption and opening new frontiers and opportunities for cloud software companies.
Read the article
Whilst software companies have struggled with growth in recent years due to high interest rates, the latest Q3 2024 earnings indicate a potential shift. Furthermore, those companies integrating artificial intelligence may be poised for stronger growth in the next cycle.
Read the article
Every year, BVP releases its ‘State of the Cloud’ report. In this blog, we highlight BVP's central focus on AI merging with cloud computing. Software-as-a-Service (SaaS) firms are becoming increasingly intertwined with AI in a post-ChatGPT world.
Read the article
The first half of 2024 saw the world’s largest companies by market capitalisation continue pushing the broad-based benchmarks for equities seemingly ever higher. However, the performance amongst software-focused companies has been challenged. Can we see an inflection and software-oriented firms doing better in the second half of 2024?
Read the article
Nvidia has been driving the markets in 2024, greatly affecting the performance of technology-focused ETFs. We discuss the performance and factors affecting our technology-focused ETFs, the role of Nvidia, and the importance of software and cybersecurity in the AI megatrend.
Read the article
We explored the volatility of SaaS stocks, represented by cybersecurity and cloud computing, and their relationship with macroeconomic shifts. We look at how changes in interest rates affect these stocks and discuss the balance between valuation and growth in software investing. As we move further into the age of AI, the need for cybersecurity and cloud computing is growing. Despite the current share prices, we see a good chance to invest for those looking ahead.
Read the article