View all WisdomTree insights in the Megatrends category.
Nuclear stocks have slipped this year, yet Amazon and Google are signing 20-year power deals, 39 countries are backing a tripling of capacity and long-term uranium prices are at record highs. So why have the shares fallen? In this blog post, we look at who has pulled back and why, and what it could mean for investors waiting for an entry point.
Read the article
Watch the video
Owning MSCI World can feel like owning AI. Yet a dedicated AI strategy overlaps with it by just 22%, and returned 48% last 12 month against 15% for the index. Physical AI, like robotaxi, drones or Humanoids register even less. How much of the theme is your portfolio actually missing?
Read the article
Read our latest WisdomTree European Thematic Monthly Update
Read the paper
Watch the video
Japan's defence story is gathering pace. Spending reached its target two years early. A decisive election result has firmed up political support, and new taxes now give defence its own funding stream. Export reform has also opened overseas markets, with Australia's frigate order an early win. We explain why 2026 could mark an inflection point for Japanese defence equities.
Read the article
In the latest episode of The Next Big Thing podcast, we hosted Paul Mann, founder and Chief Executive Officer of ASP Isotopes, and Dr. Ryno Pretorius, Chief Executive Officer of Quantum Leap Energy. We covered the technology behind isotope enrichment, the case for advanced nuclear fuels, the new generation of inherently safe reactor designs, and the geopolitical race to build a Western alternative to Russian enrichment capacity. This blog summarises the key messages from the conversation.
Read the article
We're living through what feels like a constant string of ChatGPT moments, just spread across different themes instead of one. This blog summarises the key messages from our Autumn 2026 thematic outlook, covering strategic metals, European infrastructure, AI infrastructure, physical AI, quantum computing and the space economy, and why we think this is only getting more exciting.
Read the article
Frontier AI is unleashing a new arms race for digital resilience and trust. As increasingly capable models lower the cost and raise the sophistication of cyberattacks, cybersecurity demand is accelerating while crypto networks face growing security pressures. For investors, cybersecurity is emerging as a critical layer of the AI economy and a compelling long-term investment opportunity.
Read the article
In the latest episode of The Next Big Thing podcast, we hosted Dr. Subodh Kulkarni, President and Chief Executive Officer (CEO) of Rigetti Computing, one of a handful of companies in the world that has actually built and operates a quantum computer with more than 100 qubits. We covered the technology behind superconducting quantum computing, what makes Rigetti distinctive in a field that includes IBM and Google, the road to quantum advantage, and why the future of computing looks like a partnership between quantum and classical machines. This blog summarises the key messages from the conversation.
Read the article
Unitree's IPO highlights strong investor enthusiasm for humanoid robots, but its sales mix and the technology needed for reliable deployment point to a longer path to commercial scale. Value may be captured across the wider robotics supply chain, not just by a single manufacturer.
Read the article
Changing rate expectations have provided a tailwind for long-duration growth, while strong results and ambitious plans from SpaceX are reinforcing momentum across the Space Economy. Contract wins, rising backlogs and strategic acquisitions across the ecosystem highlight the growing scale and breadth of the theme.
Read the article
