Investors may remain skeptical about technology stocks, but industry insiders point to a defining factor in Big Tech’s success: low marginal costs. According to one leading portfolio manager, this advantage translates into substantial profits that are tough to ignore.

Elliott Investment Management has acquired a $4 billion stake in PepsiCo, citing an opportunity to reinvigorate the iconic snack and drink producer. The move underscores the activist investor’s confidence in PepsiCo’s potential to expand and innovate.

Nvidia CEO Jensen Huang believes there is “a real possibility” of bringing the company’s next-generation Blackwell AI chip to China. He also predicts that the country’s AI market will experience a remarkable 50% growth next year, potentially shaping the future of global technology.

The global nano abrasives market, valued at USD 3.15 billion in 2025, is expected to experience significant growth, reaching USD 5.1 billion by 2032. With a Compound Annual Growth Rate (CAGR) of 7.1%, the industry faces both opportunities and challenges in the coming years.

The Rugged Display Market is projected to reach $18.02 billion by 2032, driven by increasing demand for durable and high-performance screens in military, industrial, and outdoor applications. With a steady CAGR of 6.08%, growth is fueled by IoT expansion and the necessity for devices that withstand harsh environments.

A recent market analysis forecasts the Hardware Security Modules (HSM) industry to reach $3.4 billion by 2032, highlighting significant growth in hardware security solutions. This expansion underscores the rising importance of secure cryptographic devices across various applications and regions.

The global smart mining market is projected to exceed $40.5 billion by 2032, driven by the integration of advanced technologies that enhance operational efficiency and safety. Environmental regulations and investments in tech startups are accelerating the adoption of smart solutions in the mining industry.