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The Next Big Theme: May 2024

May 17, 2024

The Next Big Theme: May 2024

This month, we discuss disruptive trends in Artificial Intelligence, Defense Technology, Cloud Computing, Robotics, CleanTech, and Video Games & Esports. By Ido Caspi

The Next Big Theme: March 2024

Mar 19, 2024

The Next Big Theme: March 2024

This month, we discuss disruptive trends in Robotics, Electric Vehicles, AI, Hydrogen, Telemedicine & Digital Health, Cybersecurity, and beyond. By Ido Caspi

The Rise of Humanoids, Explained

Mar 1, 2024

The Rise of Humanoids, Explained

Recent technological breakthroughs and decreasing production costs make mass production and adoption of humanoid robots more of a reality than ever. By Ido Caspi

The Next Big Theme: February 2024

Feb 22, 2024

The Next Big Theme: February 2024

This month, we discuss disruptive trends in U.S. Infrastructure, AI, Healthcare, Social Media, Internet of Things, and beyond. By Ido Caspi

The Next Big Theme Japan: December 2023

Dec 15, 2023

The Next Big Theme Japan: December 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Nvidia Gears Up for Rising AI Chip Demand from Japan, Toshiba and Rohm Join Hands for Powerchip Production, Community Tournament Guidelines by Nintendo Cause a Stir, and Fanuc Develops Robots for EV Production, Signs Contract with Volvo.

Gaming Industry Charts a Rebound in 2023

Nov 21, 2023

Gaming Industry Charts a Rebound in 2023

The gaming industry appears to have positive momentum going into 2024, thanks to highly anticipated releases and breakthroughs in mobile and cloud gaming. By Mayuranki De

The Next Big Theme Japan: November 2023

Nov 1, 2023

The Next Big Theme Japan: November 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Tokyo Electron Gears Up for Fight with Lam Research in Semiconductor Etching Space, Foreign Investment into Japan Continues in October, Tokyo Game Show Held Offline for First Time in 4 Years, With Record Number of Exhibitors, and Fanuc’s Number of Industrial Robots Produced Surpasses 1 million Mark.

Capex Catalysts for Semiconductors in 2024

Oct 23, 2023

Capex Catalysts for Semiconductors in 2024

As the end of 2023 approaches, signs are emerging that the bottom of the semiconductor cycle could be behind us as the post-pandemic slump in electronics consumption clears up. The semiconductor story does not end at demand for consumer electronics. Governments are ramping up spending to bring semiconductor production back home, while the generative AI revolution is creating a new ecosystem of semiconductor-powered services. These trends are likely to drive up spending on semiconductor equipment and factories.

The Next Big Theme Japan: September 2023

Sep 18, 2023

The Next Big Theme Japan: September 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Sony Announces New Portable Gaming Platform “PlayStation Portal”, What the 2023 CESA Games White Paper Reveals About Japan’s Video Game Market, Q2 2023: Japanese Semi Companies Post Losses But Signs of Broader Recovery May Be Here, Japanese Chipmaker Renesas Set to Acquire Sequances, and more.

The Next Big Theme (Japan): August 2023

Aug 20, 2023

The Next Big Theme (Japan): August 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss ChatGPT Arrives in Kasumigaseki, America and Japan Consider India as Strengthening Semi Supply Chains Becomes Priority, and more.

Three AI Thoughts Beyond the Headlines

Aug 8, 2023

Three AI Thoughts Beyond the Headlines

We see multiple angles to the artificial intelligence investment theme, including cloud computing, chip/sensor companies, and commercial adoption. By Scott Helfstein

The Next Big Theme (Japan): July 2023

Jul 15, 2023

The Next Big Theme (Japan): July 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Government Fund Investment in JSR May Trigger Restructuring of Semi Materials Industry, Toyota Executes Two-Pronged EV Strategy, Collaborative and Service Robots Continue to Enter the Japanese Consumer’s Home, and more.

The Next Big Theme (Japan): June 2023

Jun 1, 2023

The Next Big Theme (Japan): June 2023

At Global X, we follow disruptive trends in Japan. This month, we discuss Fanuc’s collaborative robot, CyberAgent’s self-developed large language model, Nintendo’s newest Legend of Zelda game, and more.

CleanTech Gets a Big Corporate Push

Apr 5, 2023

CleanTech Gets a Big Corporate Push

Many companies know the future needs to be green, so they’re accelerating their sustainability efforts to promote climate friendly operations and reduce ... By Alec Lucas & Madeline Ruid

Generative AI, Explained

Mar 3, 2023

Generative AI, Explained

It’s not often we see technologies gain exponential adoption and attention in a very short time frame the same way OpenAI’s ChatGPT ... By Pedro Palandrani

The Next Big Theme: December 2022

Dec 23, 2022

The Next Big Theme: December 2022

E-commerce Surprise Holiday Season Sales Surpass Expectations Despite persistent inflation and return to store headwinds, U.S. holiday sales got off to a ... By Mayuranki De

The Next Big Theme: November 2022

Nov 23, 2022

The Next Big Theme: November 2022

Social Media User Engagement a Positive as Digital Ad Spending Slowed Earnings reports from major social media platforms highlighted that no company ... By Mayuranki De

The Next Big Theme: September 2022

Sep 21, 2022

The Next Big Theme: September 2022

Renewable Energy & Electric Vehicles Inflation Reduction Act Paves the Way for Clean Energy The recently passed Inflation Reduction Act (IRA) creates ... By Mayuranki De

The Next Big Theme: June 2022

Jun 23, 2022

The Next Big Theme: June 2022

Lithium & Renewable Energy U.S. Ramps Up Investments in Battery Tech The U.S. Department of Energy (DOE) released notices of intent to ... By Mayuranki De

The Next Big Theme: May 2022

May 16, 2022

The Next Big Theme: May 2022

Metaverse The Virtual Dimension Starts to Take Shape Consumer engagement with the metaverse is increasing. Nvidia’s Omniverse now has over 50,000 individual ... By Mayuranki De

Five Keywords for China’s Singles’ Day

Nov 8, 2021

Five Keywords for China’s Singles’ Day

After a year of significant regulatory shifts, Singles’ Day will be a good indicator of the future of Chinese e-commerce and consumption ... By Dillon Jaghory

Japan’s Robot Dominance

Nov 1, 2021

Japan’s Robot Dominance

Beginning in the 1960’s, the rise of manufacturing for the automotive industry and the concomitant rise of industrial robots played an indispensable ... By Dillon Jaghory

CleanTech: It’s All About Scale

Jun 24, 2021

CleanTech: It’s All About Scale

For promising new clean technologies, achieving greater scale is critical to becoming economically viable. By Jay Jacobs, CFA

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