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How to Analyse the Second and Third Layer of AI Infrastructure Beneficiaries Beyond the Hyperscalers

April 21, 2026 GenRPT Finance

How to Analyse the Second and Third Layer of AI Infrastructure Beneficiaries Beyond the Hyperscalers

Most equity research on AI focuses on hyperscalers and headline...

Why $740 Billion in Annual AI Capex Is the Most Important Number in Equity Research Right Now

April 21, 2026 GenRPT Finance

Why $740 Billion in Annual AI Capex Is the Most Important Number in Equity Research Right Now

The scale of AI-related capital expenditure is redefining how equity...

The AI Capex Supercycle: How to Research the Companies Building and Financing It

April 21, 2026 GenRPT Finance

The AI Capex Supercycle: How to Research the Companies Building and Financing It

The AI capex supercycle is one of the most important...

Europe's Rearmament Cycle and What It Means for Defence Equity Research Outside the US

April 21, 2026 GenRPT Finance

Europe’s Rearmament Cycle and What It Means for Defence Equity Research Outside the US

Europe’s rearmament cycle is reshaping the global defence landscape and...

The ESG Tension in Defence Research: Why Exclusion Policies Are Creating Structural Mispricings

April 21, 2026 GenRPT Finance

The ESG Tension in Defence Research: Why Exclusion Policies Are Creating Structural Mispricings

ESG frameworks have reshaped how capital is allocated, but in...

How Analysts Value Long-Cycle Programme Revenue That Stretches Twenty Years Into the Future

April 21, 2026 GenRPT Finance

How Analysts Value Long-Cycle Programme Revenue That Stretches Twenty Years Into the Future

Valuing revenue that extends twenty years into the future requires...

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