Ty Archibald, Analyst in Alphinity’s Global Equities team, reflects on a recent research trip to Silicon Valley, sharing insights from meetings with leading technology companies and the Goldman Sachs Communacopia Technology Conference. He discusses key technology themes, including cybersecurity, data, AI models and enterprise software, and outlines what these trends could mean for investors and Alphinity’s global portfolio.
Ty Archibald
Research Analyst
Global Webcast: Key themes from US technology-focused trip
< 1 minute read time
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