Címke: AI

Investors who allocated capital to megatrend-type equities have been well rewarded this year. The VIG MegaTrend Equity Investment Fund, which offers a well-diversified exposure to this segment, delivered a return of nearly 20% in U.S. dollar terms in 2025 (returns in Hungarian forints were moderated by the appreciation of the domestic currency). The year 2025 […]

Solar plus storage is emerging as the only solution that can be scaled up in the short term. This year, the global benchmark for clean energy stocks has far outperformed the major stock indices and generated nearly as much return as gold. The S&P Global Clean Energy index, which tracks the average price change of […]

That seems to be the motto of the world’s largest tech companies, as they continue to pour unprecedented sums into artificial intelligence. Investors, however, are drawing a line: patience is limited, and the clock is ticking for those who fail to deliver tangible returns. Last week, companies representing 44% of the S&P 500’s market capitalization […]

A few months ago, Elon Musk, Tesla’s founder, noted in an interview that the explosive growth of artificial intelligence (AI) faces three major constraints. “A year ago the bottleneck was chips; the next shortage will be high-voltage transformers. After that, it will be electricity itself. There simply won’t be enough power to run every chip.” […]