A transparent review of how the Global Tech 15 performed in 2025, what worked, what didn’t, and the lessons that matter as markets shift toward greater selectivity.
AI chips
Is Nvidia quietly tightening its grip on AI in 2026?
Nvidia’s $20bn move on Groq isn’t about headlines. It’s about control of AI infrastructure. What this deal tells us about where durable value may sit for investors looking toward 2026.