Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.

This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.

The dominance of today’s largest companies, particularly tech giants like Apple and Microsoft, has led to an extreme market concentration. However, as this paper shows, this is not historically unique.

Generative AI is the innovative form of artificial intelligence that analyzes and uses existing data and creates new and unique content. And soon, generative AI will be as integral to our daily lives as a smartphone. Where are we right now in the AI wave sweeping over us – and what can we expect? Morten Springborg, theme specialist at C WorldWide, provides some insights here.

Computing's evolution, epitomized by Qualcomm/ARM, Samsung/Apple, and Google/Facebook/Uber in the mobile era, shifts from semiconductors to infrastructure to software/services, a pattern expected to repeat in the emerging GenAI era.