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

Research Report | October 2025 Axum Group of Companies - Investment Research Division After three years of relentless doom-and-gloom headlines about empty towers and collapsing valuations, something unexpected is happening in North America's office market: signs of genuine recovery. Interest rates are falling, hybrid work patterns have stabilized, and tenants—from tech giants to financial institutions—are signing long-term leases again. The bloodied office sector, once writte

Research Report | October 2025 Axum Group of Companies - Investment Research Division The artificial intelligence revolution faces a fundamental constraint that most investors overlook: electricity. While semiconductor stocks have captured headlines, a more profound transformation is occurring in the energy sector as data centers powering AI threaten to reshape North American power grids and create unprecedented investment opportunities for utility companies. The Scale of the

Research Report | October 2025 Axum Group of Companies - Investment Research Division K ey Takeaways TransAlta Corporation (NYSE: TAC, TSX: TA) presents a compelling investment opportunity for those seeking exposure to the explosive growth in data center power demand driven by artificial intelligence. 📈 Stock Performance Highlights: +107% return over 2 years (from ~$8.25 to $17.05) +66% return in the past year Trading near 52-week high of $17.69 Analyst consensus: BUY wi

Research Report | October 2025 Axum Group of Companies - Investment Research Division The marketing software industry is experiencing a seismic shift that reminds me of the early days of cloud computing disruption. After analyzing the latest financial data and market trends, I'm convinced we're witnessing the beginning of a massive market share transfer from legacy giants like Salesforce and Adobe to AI-native upstarts. The numbers tell a compelling story: despite generatin

Research Report | October 2025 Axum Group of Companies - Investment Research Division Tesla's recent decision to abandon its long-promised $25,000 electric vehicle while doubling down on Full Self-Driving (FSD) technology and robotaxi services represents more than just a product strategy shift—it signals a fundamental transformation in how we think about transportation accessibility and the future of mobility. The End of the Affordable Tesla Dream After years of promises, Tes

Research Report | October 2025 Axum Group of Companies - Investment Research Division At Axum Holdings, we're always on the lookout for companies undergoing significant business transformations that could create long-term value. IREN Limited (NASDAQ: IREN) has caught our attention as one of the most compelling pivot stories in the technology infrastructure space today. With shares up an impressive 349% year-to-date and trading at $47.02, IREN has successfully transitioned fr

Research Report | October 2025 Axum Group of Companies - Investment Research Division The 500% Return That Nobody Saw Coming While most investors focused on AI and crypto in 2024, a healthcare revolution was underway. Hims & Hers Health (NYSE: HIMS) delivered over 500% returns since January 2024, going from a $9 stock to a $58 leader disrupting healthcare. This may be just the beginning. The Numbers Don't Lie: A Financial Masterpiece When a company delivers 69% revenue growt