Nvidia, Micron, Broadcom and Applied Materials are now expected to generate a record $430 billion in combined free cash flow (FCF) over the next 12 months.The artificial intelligence boom is increasingly becoming a story of cash flow, not just technological innovation. While major technology companies continue investing hundreds of billions of dollars in AI infrastructure, semiconductor manufacturers are emerging as the primary financial beneficiaries in the near term.According to Bank of America Global Research, the industry is experiencing...

App-controlled chairs are not the same as self-driving ones.The long-promised vision of a truly “smart” wheelchair—one capable of navigating environments autonomously—has yet to fully materialize. But two new products entering the market in 2026 highlight how the definition of “smart” is evolving, and how differently companies are approaching the challenge of assistive mobility.On one side are app-connected, consumer-friendly devices like those from Robooter, which emphasize convenience and accessibility. Models such as the E80 and E60...

BCG analysis indicates investors are missing out on some $200 billion of hidden value each year—it’s time to take a different approach.Commercial real estate investors typically treat assets as an inflation hedge and hold them for the long term. But by embracing shorter-term optimization opportunities within hold periods, investors can unlock substantial value.The industry’s multiple friction points lend themselves to “dark value” capture. At the same time, AI and machine learning have made it far cheaper to create tools that identify a...

Growing use of AI agents is set to increase corporate AI token spend, and some companies are using techniques from the cloud era to control costs.As enterprise adoption of artificial intelligence accelerates, companies are facing rapidly rising AI token costs—the usage-based fees charged by AI model providers. While executives remain confident that AI will generate long-term business value, many are adopting cost-management practices originally developed during the cloud computing era to keep spending under control.Unlike previous technolog...

1. (PDF) BCG - 2026 트루 럭셔리 컨수머 인사이트: 로고 과시의 종말과 AI 기반 구매 확산건강한 하이엔드 성장 체계로의 복원력 확인: 1만 명의 최상위 바이어 대상 조사 결과, 개인 명품 마켓이 연평균 2~5% 안정기 진입세 속에 일회성 구매자 비중 감소(60%→40%) 및 경험·라이프스타일로의 매출 믹스 다변화 달성.부당한 가격 프라이싱 거부와 로고 소멸 서사: 로고 노출도(Logo Visibility)가 최하위 구매 요인으로 밀린 반면 디자인 및 독점적 장인정신이 부상, 유저의 70%가 가치가 입증되지 않은 단가 인상에 구매를 전격 거부하는 구조화 발현.구전 수준의 신뢰도를 획득한 AI...

For the 12th edition of True-Luxury Global Consumer Insights, BCG and Altagamma partnered to explore the current and emerging landscape of the luxury sector, uncovering the factors driving growth and the opportunities ahead.This year, the annual quantitative consumer survey is unique in its scale and scope for 2026, collecting and analyzing the views of more than 10,000 True-Luxury respondents, compiling insight and intelligence across 100+ questions put to top-tier and aspirational buyers. Each year sees the survey expanding in terms of sou...

Apple has published a patent for smart eyewear that can automatically tighten its grip on the wearer's nose when it detects that the glasses are slipping. The invention aims to improve comfort and stability for everyday eyewear while addressing one of the key engineering challenges for future augmented reality (AR) glasses.The patent, US 2026/0186322 A1, describes a self-adjusting nose pad that actively responds to changing conditions such as movement, perspiration, or changes in the position of the glasses. Instead of relying on fixed rubbe...

The category’s sales are stagnant and its chains are faltering, but Domino’s can emerge as a winner.The U.S. pizza market has lost much of its momentum as consumers increasingly favor other dining options such as chicken, Mexican food, and frozen meals. While investor sentiment toward pizza chains has weakened, Domino's Pizza may still represent an attractive long-term investment thanks to its strong competitive position and resilient business model.For decades, Domino's and Pizza Hut dominated the American pizza market through nationwide...

The two-seat Topolino is aimed at traveling in resorts and neighborhoods, and one version uses ropes instead of doors.Fiat began U.S. sales of the Topolino, a two-seat, fully-electric compact car, priced from $13,995, with a top speed of 25 mph.Fiat Chief Executive Olivier Francois positions the Topolino as a niche alternative to low-speed vehicles, like golf carts, for daily commuting.Federal regulations from over two decades ago allow low-speed vehicles, which do not require crashworthiness standards, to be sold in the U.S.Italian automake...