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AI
Firm
Type
AI
August 2026
AI and the Looming Competition for Margin
BCG
Research
Article
11 Pages
New technologies, like AI, deliver productivity growth by changing the ratio of inputs to outputs in one of three ways: 1) Reducing input costs (i.e. “Same with less”); 2) Growing outputs with the same inputs (i.e. “More with same”) or 3) Creating an entirely new business model.
AI
August 2026
AI and the return of US equity supply
Ninety One
Research
15 Pages
The authors argue that AI-driven IPOs and megacap issuance may reverse two decades of shrinking US equity supply.
AI & Labor Markets
August 2026
The Impact of AI on the U.S. Labor Market
Apollo
Research
29 Pages
Apollo Global Management examines the early wage and employment effects of observed AI adoption across 321 U.S. occupations.
AI
July 2026
Hynix Hijinks
Acadian
Article
6 Pages
Acadian Asset Management examines why SK Hynix’s U.S.-listed ADRs traded far above the company’s Korean shares, violating the law of one price.
AI
July 2026
The AI Bubble: Hidden Risks and Opportunities
Man Group
Research
20 Pages
Man Group argues AI’s technology is durable, but its financing architecture may be unsustainable.
AI
July 2026
More money, more problems
Carlyle
Research
6 Pages
Carlyle examines why record memory-chip profits could become a warning sign for the AI buildout rather than a victory lap.
AI
July 2026
An AI Job Apocalypse?
Goldman Sachs
Research
26 Pages
The authors examine whether rapid advances in AI could trigger widespread job losses or simply reshape the labor market over time.
AI
July 2026
AI Is Globalizing Many of the World’s Stock Markets. Here’s What That Means for Investors
Morningstar
Article
7 Pages
Morningstar Indexes examines how AI is making many national equity markets more global by shifting revenue exposure beyond home borders.
AI & Labor Markets
July 2026
AI-merican Exceptionalism
Citadel
Research
14 Pages
Frank Flight examines how AI could strengthen America's entrepreneurial advantage by lowering the minimum efficient scale required to build and grow businesses.
AI
July 2026
The AI Economy: A Roadmap
UBS
Research
63 Pages
UBS frames AI as a macroeconomic force that is reshaping investment, productivity, labor markets, and asset allocation.
AI
July 2026
Why American data centers can’t plug in
Works in Progress
Research
19 Pages
Works in Progress explains why America’s AI buildout is constrained less by electricity supply than by the grid’s ability to connect new data centers and power plants.
AI
July 2026
What US history tells us about AI capex
UBS
Research
4 Pages
Ulrike Hoffman-Burchardi looks back at three key lessons from America’s great historical capital cycles. She then applies them to the most important market question today: the trajectory of AI.
AI
July 2026
The State of the AI Economy
Exponential View
Research
66 Pages
Exponential View estimates the size of today's AI economy by measuring what customers are actually paying for AI rather than focusing on infrastructure spending alone.
AI
July 2026
The age of the solopreneur
Research
14 Pages
The authors examine how AI is reshaping entrepreneurship by making it easier for individuals to build and scale businesses without hiring employees.
AI
June 2026
The Impact of The AI Capex Boom on S&P 500 Return on Equity
Goldman Sachs
Research
28 Pages
Goldman Sachs examines how the AI capital spending boom is reshaping S&P 500 profitability and valuations through its impact on return on equity.
AI
June 2026
Artificial Intelligence and Global Security
Hoover Institution
Research
16 Pages
Niall Ferguson examines how artificial intelligence is reshaping global security through two largely unconstrained races: one among leading AI companies and another between the U.S. and China.
AI
June 2026
Who Should Own AI? An Open Letter
AllianceBernstein
Research
6 Pages
AI’s economic gains raise urgent questions about ownership, inequality and corporate power. For investors, equities remain attractive, but rising fragility and political backlash may increase market volatility.
AI
June 2026
Artificial Intelligence: Ten Investment Truths
Morgan Stanley
Research
11 Pages
Morgan Stanley presents ten perspectives on AI as a long term capital cycle with implications extending well beyond technology stocks.
AI & Labor Markets
June 2026
Predicting AI job exposure
Article
8 Pages
Benedict Evans argues that AI job exposure models may be less predictive than they look.
Markets
June 2026
The Whirlwind Is Upon Us
Acadian
Research
6 Pages
Acadian Asset Management examines how a handful of AI related stocks are driving unusually large portions of global equity returns.
AI & Labor Markets
June 2026
How to Guess If Your Job Will Exist in Five Years
The Atlantic
Research
5 Pages
The Atlantic argues that AI’s labor impact depends on whether a job is more like “coal” or “horse.”
AI & Labor Markets
June 2026
AI’s Labor Ambitions: Separating Myth From Reality
Apollo
Research
5 Pages
Apollo argues AI is unlikely to cause mass unemployment, but investors should not dismiss labor disruption either.
AI & Labor Markets
June 2026
Why AI will transform, not replace, your job
Capital Group
Research
7 Pages
Capital Group argues AI is more likely to reshape work than eliminate it outright.
AI
June 2026
AI Disruption: Moats and Value Traps
Sparkline Capital
Research
12 Pages
Sparkline Capital examines whether beaten down software stocks are bargains or value traps as AI changes the competitive landscape.
AI
May 2026
Megatrends: AI vs the decade’s structural headwinds
Deutsche Bank
Research
30 Pages
Deutsche Bank Research Institute uses a new AI powered model to assess how six megatrends may shape economies and markets.
AI
May 2026
AI eats the world
Research
79 Pages
Benedict Evans frames AI as the next major platform shift in technology, but one whose adoption, product shape, and business model remain unsettled.
Global Macroeconomics
May 2026
The Long-Run Effects of Technological Disruption on Workers
Goldman Sachs
Research
16 Pages
Goldman Sachs studies four decades of worker level data to assess how technology driven job displacement affects employment, wages, wealth, and household formation.
AI & Labor Markets
May 2026
AI Will Reshape More Jobs Than It Replaces
BCG
Research
22 Pages
BCG examines how AI may reshape work without turning every automatable task into job loss.
AI & Labor Markets
May 2026
P(doom), p(bling), and the fear of “technological unemployment”
BCG
Research
6 Pages
BCG Center for Macroeconomics examines whether AI should be viewed through extremes of extinction, abundance, or mass job loss.
AI & Labor Markets
May 2026
AI isn’t coming for your job. It’s coming for your mind
Baillie Gifford
Article
14 Pages
Baillie Gifford examines AI as a cognitive force that may reshape how people learn, judge, and build expertise.
AI
May 2026
In the Garden of Good and Evil: Frontier AI Escalates Security Costs
J.P. Morgan Asset Management
Research
27 Pages
J.P. Morgan’s Investment Bank published a note on the cybersecurity vulnerability of operational technology such as aircraft autopilot systems, factory robots, power grid controls, and railway track shifting systems.
AI
May 2026
AI Impact on Technology M&A, Second Edition
Lazard
Research
65 Pages
Lazard examines how markets are navigating a structural reckoning over AI's impact on the software ecosystem, the emerging divergence between "AI Beneficiaries" and "Systems of Record" versus "Workflow Wrappers" facing existential risk, and an updated framework for the Agentic Era.
AI
April 2026
Artificial Intelligence Index 2026 Annual Report
Stanford University
Research
423 Pages
Stanford HAI examines how AI is advancing faster than the systems built to evaluate, govern, and absorb it.
AI
April 2026
Misanthropic: on Mythos, bad human behaviors and systems vulnerabilities
J.P. Morgan Asset Management
Research
8 Pages
J.P. Morgan examines Anthropic’s new Mythos model and what its cyber capabilities imply for software, infrastructure, and security spending.
AI & Labor Markets
April 2026
The AI Jobs Scare Meets 250 Years of Data
American Enterprise Institute
Article
7 Pages
Why do economists generally seem more cautious than many folks in Silicon Valley about the potential economic impacts of artificial intelligence?
AI
April 2026
Charts of the Week: ‘Is Tech Cheap, Now?’
Andreessen Horowitz
Research
25 Pages
a16z highlights some charts of the week with a focus on technology valuations.
AI
April 2026
2026 Market Update
Redpoint
Research
69 Pages
Redpoint Ventures lays out a 2026 software and AI market view built around the idea that pilots now need to convert into real platforms.
AI
March 2026
Investing in an AI transformation
J.P. Morgan Asset Management
Research
17 Pages
J.P. Morgan Asset Management published a chartbook on investing in an AI transformation.
AI
March 2026
Anatomy of an “almost bubble” and why global equities now offer “something for everyone”
Schroders
Research
8 Pages
Schroders says global equities look more like an almost bubble than a classic blow off top, with AI optimism lifting valuations but not reaching the extreme euphoria seen in past manias.
Markets
March 2026
How Rising Hyperscaler Reinvestment Impacts the 6 Ps Driving Power Growth/Constraints
Goldman Sachs
Research
27 Pages
Goldman Sachs Research raises their data center power demand outlook and now expects 220% growth by 2030 vs. 2023 levels (vs +175% previously).
Markets
March 2026
Innovation, Jobs and Inflation: Lessons from 250 Years of Disruption
Deutsche Bank
Research
38 Pages
Jim Reid puts the oil move in historical context, explains what history tells us about the impact of AI, and gives an update on market performance in 2026.
AI
March 2026
The AI Bubble: Hidden Risks and Opportunities
Man Group
Research
13 Pages
Man Group seeks to clarify the mechanics of the AI cycle at year-end 2025: the recursive demand loops, off‑balance‑sheet leverage, distorted demand signals, and the most likely paths of unwinding.
AI
February 2026
AI Adopters: Beneficiaries of the Boom
Sparkline Capital
Research
10 Pages
Kai Wu believe we are now approaching the “adoption phase” of the boom, a period during which early adopters of AI will begin to separate from their laggard peers on the back of tangible AI-driven gains.
AI
February 2026
Signal over noise #13: Know your AI exposure: “AI is tech, tech is not AI”
UBS
Research
7 Pages
While AI is tech, not all tech is AI, and tech-heavy indices fall short of capturing the full spectrum of AI beneficiaries.
AI
February 2026
Venture capital investments in artificial intelligence through 2025
OECD
Research
16 Pages
The OECD looks at recent global venture capital investment in AI firms, which made up 61% of all VC investment in 2025 (doubling its 2022 share).
Markets
February 2026
Valuing AI: Extreme Bubble, New Golden Era, or Both?
GMO
Research
15 Pages
GMO explores whether today’s enthusiasm for artificial intelligence represents a genuine “new golden era” or simply a classic market bubble with elevated valuations detached from fundamentals.
Global Macroeconomics
February 2026
The Macro Implications of the AI Capex Boom
Bridgewater
Research
12 Pages
Bridgewater explains why the current surge in AI-related capital expenditure is a much bigger macroeconomic force than consensus expects.
AI
January 2026
2025 LLM Year in Review
Research
11 Pages
Andrej Karpathy reviews how 2025 reshaped large language models, focusing on training, evaluation and how people work with these systems.
AI
December 2025
How Much Does AI Rhyme with shAle?
Carlyle
Research
9 Pages
Carlyle compares the current artificial intelligence compute boom with the shale energy investment cycle to ask how much history rhymes.
AI
December 2025
Google’s Gemini 3 Means AI’s “Resource Grab” Phase Is On
Bridgewater
Research
9 Pages
Bridgewater Associates uses Google Gemini 3 as evidence that artificial intelligence has entered a resource grab phase driven by compute, chips and power.
Markets
December 2025
Would the real AI bubble please stand up? A brief guide to boom or bust
Deutsche Bank
Research
24 Pages
Deutsche Bank explains why they think that reports of a bubble are exaggerated (for now), as well as what could go wrong.
AI
December 2025
The Benefits of Bubbles
Stratechery
Article
11 Pages
Ben Thompson argues that speculative bubbles around new technologies can still create lasting real world benefits. He contrasts destructive mean reversion bubbles with productive inflection bubbles that finance infrastructure and experimentation.
AI
December 2025
AI eats the world
Research
90 Pages
Benedict Evans uses his November 2025 deck to examine how generative AI is reshaping technology, capital flows, and competition.
AI
November 2025
Beyond the Bubble: Why We Think AI Infrastructure Will Compound Long after the Hype
KKR
Research
20 Pages
KKR argues the AI buildout—especially data centers, power, and connectivity—has bubble-like pockets but durable, compounding fundamentals.
AI
November 2025
Why we are not in a bubble… yet
Goldman Sachs
Research
29 Pages
Peter Oppenheimer explains why he believes the markets show froth but aren’t quite yet in bubble territory.
AI
November 2025
Surviving the AI Capex Boom
Sparkline Capital
Research
14 Pages
Kai Wu finds historical capital expenditure booms have typically resulted in overinvestment, excess competition, and poor stock returns.
AI
October 2025
Artificial intelligence
UBS
Research
13 Pages
Ulrike Hoffmann-Burchardi, UBS CIO & Global Head of Equities, shares an update on her 10 AI views.
Markets
September 2025
Human Progress, Medicine and AI
Stifel
Research
101 Pages
Tim Opler's special report covers the adoption of innovation, why medical innovations are so slow to be adopted, and how this may change in the future.
Global Macroeconomics
August 2025
Canaries in the Coal Mine? Six Facts about the Recent Employment Effects of Artificial Intelligence
Stanford University
Research
57 Pages
Stanford researchers use payroll data from ADP to analyze how generative AI adoption is reshaping employment across occupations.
Markets
March 2025
The AI Boom vs. the Dot-Com Bubble: Have We Seen This Movie Before?
Research Affiliates
Research
22 Pages
Rob Arnott looks at the parallels between the AI narrative driving the current market and the dot-com bubble of a quarter century ago.
Markets
February 2025
The Humanoid 100: Mapping the Humanoid Robot Value Chain
Morgan Stanley
Research
86 Pages
Morgan Stanley's report identifies 100 publicly traded companies poised to benefit from the rise of humanoid robotics.
Global Macroeconomics
February 2025
AI, demographics, and the U.S. economy
Vanguard
Research
33 Pages
Vanguard examines the push and pull between artificial intelligence and demographic-driven deficits, exploring their impact on U.S. economic growth in the decade ahead.
Markets
January 2025
What China’s DeepSeek Means for AI
Bridgewater
Article
1 Pages
Bridgewater examines how China's DeepSeek breakthrough could reshape AI competition by challenging the assumption that leading models require ever increasing spending.
Markets
January 2025
Another Sputnik Moment
Gavekal
Research
5 Pages
In a more recent note, Louis-Vincent Gave suggests China’s recent launch of Deepseek challenges prevailing beliefs underpinning the bull market in U.S. growth stocks.
Markets
December 2024
10 for 10: Themes for the Next Decade
Man Group
Research
9 Pages
Man Group presents ten secular investment themes expected to shape markets over the coming decade, grounded in geopolitical shifts, structural economic changes, and technological disruption.
Markets
September 2024
Latest in AI: Five clues to the future of AI in recent headlines
Deutsche Bank
Research
17 Pages
Deutsche Bank covers five AI themes and what they suggest about the future of AI.
Global Macroeconomics
September 2024
Is an AI Bubble Ahead of Us or Behind Us?
Bridgewater
Research
13 Pages
Greg Jensen suggests that the combination of breakthrough AI advancements and a ripe macroeconomic environment indicates the AI bubble may still be forming, rather than behind us.
Markets
September 2024
A severe case of COVIDIA: prognosis for an AI-driven US equity market
J.P. Morgan Asset Management
Research
14 Pages
Michael Cembalest covers the impact of AI on the U.S. stock market and what’s needed to justify the hundreds of billions in AI-related capital spending by big-tech.
Markets
August 2024
CONCENTRATE! Is it like 2000 again?
GMO
Research
3 Pages
GMO compares the S&P 500 today to 2000, looking at market concentration, fundamentals and valuations.
Markets
May 2024
Are We on the Brink of an AI Investment Arms Race?
Bridgewater
Article
1 Pages
Bridgewater explores how AI could trigger a powerful investment cycle long before the technology reaches widespread productive use.
Markets
May 2024
Learn from Last Tech Bubble to Embrace GenAI Mania
Research Affiliates
Research
8 Pages
Research Affiliates studies the internet bubble of the 1990s as a guide for how to think about the AI craze today.
AI
May 2024
What Machines Can’t Master: Humans in the Age of AI
Citi
Research
108 Pages
Citi explores how the rapid advance of artificial intelligence is reshaping the workforce, emphasizing the enduring value of human capabilities that machines cannot replicate.
Global Macroeconomics
April 2024
Generally Faster: The Economic Impact of Generative AI
Research
30 Pages
Andrew McAfee partners with Google to write about the benefits & challenges of AI on the economy.
Markets
April 2024
AI in Biopharma
Stifel
Research
288 Pages
Tim Opler goes over the basics of AI and then delves into key opportunities for the use of AI in drug discovery, clinical trials and other settings.
Global Macroeconomics
January 2024
GPTs are GPTs: An Early Look at the Labor Market Impact Potential of Large Language Models
Research
43 Pages
In Meb’s episode with Rick Rieder, Rick mentioned this was the most impactful paper he read last year. It investigates the potential implications of large language models (LLMs) on the U.S. labor market.
Markets
September 2023
The NVIDIA/AI Singularity: Breakthrough, Bubble, or Both
Research Affiliates
Research
10 Pages
Research Affiliates looks at Nvidia and the AI boom through the lens of past tech manias.
Markets
August 2023
Investing in AI: Navigating the Hype
Sparkline Capital
Research
17 Pages
Sparkline Capital examines how to invest in artificial intelligence while avoiding the boom bust patterns of past tech revolutions.