THE AI BUILDOUT: FOLLOWING THE MONEY
Artificial Intelligence (AI) continues to dominate market headlines, focusing on the remarkable capabilities of AI models, the race for computing power, and whether the technology will transform industries and impact employment. But there is a question that gets much less attention: how is this infrastructure being funded?
Fundhouse Insights - PM’s Resignation and Potential Implications
This morning, Sir Keir Starmer announced outside Downing Street that he will step down as Prime Minister, drawing a line under weeks of speculation.
Fundhouse Insights - Understanding Friday's Tech Sell-Off
Friday’s market turbulence was a useful reminder that even the strongest investment themes are heavily subject to volatile euphoric/panic sentiment of the investor
Fundhouse Insight - To SpaceX and beyond
Fundhouse give their opinion on the upcoming SpaceX IPO, expected to be the largest ever.