View all WisdomTree insights in the Cloud Computing category.
AI is reshaping industries far beyond tech, and broad ETFs may miss the mark. Christopher Gannatti explains how WisdomTree’s six specialized Funds segment AI exposure across cybersecurity, biotech, cloud and more, helping investors to truly align with the component of the AI economy for which they are seeking exposure.
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April saw a dramatic investor pivot, with tariffs triggering a flight from U.S. small caps toward hard assets and international equities. Christopher Gannatti analyzes how WisdomTree’s top and bottom ETF/ETP performers reflected this regime shift, and what may come next.
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In developed international equities, with a tougher period for equities in 2025 value and high dividends have delivered relative outperformance. Christopher Gannatti unpacks why the early 2025 outperformance of the WisdomTree International High Dividend Fund signals a shift in investor sentiment and how sector tilts and yield dynamics set it apart from quality-focused strategies like the WisdomTree International Quality Dividend Growth Fund.
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DeepSeek’s AI breakthroughs may be a game-changer for cloud software firms. By proving that AI models can be more cost-efficient and accessible, DeepSeek is lowering barriers for SaaS companies to integrate AI without squeezing margins. Chris Gannatti, Elvira Kuramshina and Baoqi Zhu examine how this could reshape the competitive landscape and accelerate AI adoption across the sector.
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The AI gold rush continues to evolve before our eyes as DeepSeek’s cost-efficient models are proving that innovation isn’t just for the biggest players. Chris Gannatti explores how open-source advancements, semiconductor demands and shifting capital investment could redefine the AI economy.
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It’s been nearly two years since ChatGPT’s release sparked a wildfire of AI-driven transformation. Christopher Gannatti digs into the trends in CapEx for the Magnificent 7 and highlights our Funds that provide exposure to the AI space. 
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Cyberattacks have been increasing globally, raising questions about the impact on cybersecurity providers and their investors. Against this backdrop, Christopher Gannatti examines the volatility of cybersecurity stocks, the rising demand for protection and the potential resilience of key players in the industry.
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Each year, our partner, Bessemer Venture Partners, releases its “Cloud 100” report, which recognizes the top cloud companies. Christopher Gannatti highlights some key ideas from this year’s report.
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Late 2023 was a period of high hopes for interest rate cuts from the U.S. Federal Reserve. Christopher Gannatti discusses the resulting boom in SaaS stocks and their subsequent decline in the first half of 2024. 
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Every year, WisdomTree's expert partner behind the BVP Nasdaq Emerging Cloud Index, Bessemer Venture Partners (BVP), releases a State of the Cloud report. Christopher Gannatti highlights some key ideas from this year's report, like AI defining the cloud in 2024. 
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Nvidia has been driving the markets in 2024, greatly affecting technology-focused ETF performance. Christopher Gannatti discusses the performance and factors affecting our technology-focused ETFs, the role of Nvidia, and the importance of software and cybersecurity in the AI megatrend.
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Software investing can be a rollercoaster ride. Christopher Gannatti highlights our cybersecurity and cloud computing Funds, including the factors driving their performance, the challenges they face and the potential opportunities they offer in an ever-evolving market.
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