Your technology portfolio is up 150%. Congratulations—now what? This is the dilemma facing thousands of Canadian tech investors today. After riding the AI boom, cloud computing revolution, and fintech transformation, many portfolios have delivered extraordinary returns. But here's the uncomfortable truth: the same volatility that drove those gains can erase them just as quickly.

The world isn't transitioning from one economic order to another—it's fracturing into two parallel systems. And most investors are positioning for the wrong outcome. For the past three years, financial media has been dominated by two competing narratives. The "multipolar" camp points to China's manufacturing dominance, BRICS expansion, and the dollar's declining reserve share as proof that American hegemony is collapsing. The "US supremacy" camp counters with America's techno

AWS Frontier Agents mark a major strategic shift for Amazon Web Services toward fully autonomous AI systems that don’t just assist humans but operate as enduring members of software, security, and operations teams. These agents are designed to defend AWS’s core cloud franchise while opening new, higher-margin growth avenues in the rapidly scaling agentic AI market. What AWS Launched At re:Invent 2025, AWS introduced three “Frontier Agents” that can pursue broad goals, coordin

Digital Asset Treasury (DAT) companies have emerged in 2025 as high-octane vehicles for Ethereum exposure, but recent market turmoil has exposed critical vulnerabilities that every investor must understand before choosing between DATs and direct asset ownership. What Are DATs? Digital Asset Treasury companies are publicly traded entities that hold cryptocurrency—specifically Ethereum—as their primary treasury reserve. Often pivoting from unrelated legacy businesses, these com

BlackRock’s proposed Ethereum staking ETF has the potential to remake the landscape of both institutional crypto investing and long-term ETH price dynamics. This new Axum research deep dive explains why the iShares Staked Ethereum Trust could become a game-changer—unlocking regulated yield for institutions and fundamentally tightening Ethereum’s liquid supply. As BlackRock brings staking and yield-generation inside the ETF wrapper, institutional adoption is poised to accelera

Unlock a fresh perspective on the future of artificial intelligence with this in-depth research report from Axum Holdings. Challenging the widespread fear of "AI-driven job loss," this comprehensive analysis draws on over 100 empirical studies, economic forecasts, and real data to paint a radically different vision: one where AI acts as the engine of unprecedented prosperity. In this essential report, you'll find: A data-driven debunking of mass-unemployment myths , revealing

Discover how artificial intelligence is driving a historic transformation in global infrastructure investment in Axum Holdings’ latest research: “AI Infrastructure Meets Real Assets: The Rise of Digital Utilities.” This publication examines the convergence of AI datacenter demand with the power and infrastructure sector, revealing why traditional utilities like Brookfield Infrastructure Partners are becoming indispensable to the digital economy. As datacenters push for a proj

The global semiconductor industry is in the throes of an AI-fueled CAPEX supercycle, where multi-billion-dollar investments in advanced nodes and infrastructure are reshaping competitive landscapes. As fabs exceed $20 billion in cost and TSMC commits $38-42 billion annually to 3nm/2nm pursuits, capital intensity has reemerged as the ultimate moat—confining leadership to those with scale, discipline, and foresight. AMD and Broadcom exemplify this shift through contrasting yet

Executive Summary The healthcare industry stands at a critical inflection point where technological innovation, particularly artificial intelligence, is emerging as the primary lever for margin expansion in a sector beset by rising costs and reimbursement pressures. As hospitals struggle with operating margins averaging negative 4% in 2024 and Medicare Advantage insurers face unprecedented profitability challenges, the strategic deployment of AI technology is separating indus

Explore Axum Holdings’ definitive new research report, "The AI Divide: Understanding the Growing Global Technology Gap and Its Investment Implications," now available for download. As artificial intelligence propels seismic shifts across markets, Axum’s Investment Research Division brings clarity to one of the decade’s most consequential trends: the widening divide between nations, industries, and people who can harness AI—and those at risk of being left behind. This report

The global cloud computing landscape is undergoing one of the most transformative power shifts in a decade. Even as Amazon Web Services (AWS) maintains its position as the market leader with roughly 30 percent global share, its once-uncontested dominance is increasingly challenged by the accelerating rise of Microsoft Azure and Google Cloud. Over the past five years, AWS’s share has edged downward while Azure and Google have captured steady gains, fueled by enterprise digitiz