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Solutions
- Research Type
  - ETF Data & AnalyticsThe data and analytics you need to navigate the ETF universe.
  - ETF & Mutual Fund ResearchA forward focused, holistic approach to fund insights.
  - Forensic Accounting ResearchUnderstand implications of public company financial reporting.
  - Fundamental Equity ResearchGain a comprehensive view of global themes, industries, and companies.
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  - Technical ResearchGiving you confidence to navigate any market cycle.
Who We Serve
- Client Type
  - Wealth ManagementFull-service Broker-Dealers, Online Broker-Dealers, Wealth Management Firms, Private Banks, RIAs
  - Institutional InvestorsHedge Funds, Asset Managers, Pension Funds, Sovereign Wealth Funds, Private Equity, Family Offices
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  - Individual InvestorsSelf-directed individual investors
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Sector: AI

Big Tech and Semiconductors: 7 Key Risks to the AI Trade in 2025

Fundamental, Research

This report analyzes the seven most pressing risks to AI-driven stocks, exploring how challenges such as excess compute capacity, hyperscaler capex moderation, and geopolitical tensions could shape Big Tech and semiconductor performance in 2025.