Market Themes, Trends & Strategies | Brew Markets

Defense Sector Investing

Demographic Investing

Dividend Stocks

EV Supply Chain

Electrification

Energy Transition Investing

Factor Investing

Infrastructure Investing

Market Concentration

Market Regime Shifts

Wall Street sign with overlay of computer chip and downward trending stock market graph

The AI trade's next winners

The tech selloff presents an opportunity, according to analysts.

A robot hand holding a globe that contains an AI star

AI goes global

The next phase of AI growth may depend on partnerships far beyond Silicon Valley.

A graphic of up and down arrows next to each other, the down arrow is red and shows a close-up photo of a person pulling a cigarette out of a pack, and the up arrow is green with a close-up photo of a person vaping.

Tobacco stocks are going up in smoke

Smokeless products like pouches are pushing these stocks higher.

A collage graphic of President Trump with military airplanes and cutouts of one-hundred dollar bills

A NATO-rious trade

This week's NATO summit underscores the bull case.

Photo collage of a close-up of a computer chip in blue, with a red downward arrow overlaid on top.

The AI trade is shape-shifting

JPMorgan and Morgan Stanley have some investing ideas.

Waiter carrying a silver platter with an AI symbol floating above

Forks and spoons replace picks and shovels

Data center buildouts mean big business.

Silhouettes of guests against betting screen at Polymarket event

Betting is the new investing

Prediction markets are booming.