Thematic Investing In 2026: AI, Defense, Infrastructure, And The Next Phase Of Market Transformation

Thematic investing is increasingly shaping how investors interpret markets heading into 2026 as AI, geopolitical fragmentation and infrastructure constraints intersect. Jay Jacobs discusses.

Karman Holdings Inc. (KRMN) Presents at 47th Annual TD Cowen Aerospace and Defense Conference Transcript

Karman Holdings Inc. (KRMN) 47th Annual TD Cowen Aerospace and Defense Conference February 11, 2026 2:05 PM ESTCompany ParticipantsSteven Gitlin - ...
Proto Thema

Mitsotakis–Erdogan and…President Maria, Vourliotis–Panagopoulos and the civil war in PASOK, the porters of Zoe and the blow to the banks

PASOK – A Nice Atmosphere A nice atmosphere over there in PASOK, where they barely had time to enjoy the… big transfers (so ...

RBI Proposes 4 Major Changes In Kisan Credit Card Scheme: What Beneficiaries Must Know

RBI releases draft to revise Kisan Credit Card Scheme, standardizing crop cycles, extending loan tenure to six years, and ...

NNN REIT NNN Q4 2025 Earnings Call Transcript

Joining me on the call is our Chief Financial Officer, Vin Chao. The momentum exiting 2025 driven by elevated acquisition activity and the portfolio management of the vacancies positions NNN well ...

Toast (TOST) Q4 2025 Earnings Call Transcript

As we gain market share and invest in our platform, we expect these new TAMs to drive strong growth and profitability just as we have in our core. And over the long term, we will continue to invest to ...