Global durable goods markets show dynamic shifts as countries pursue growth strategies and grapple with supply challenges. In India, consumer segments like luggage and home appliances are booming on rising incomes and festive demand. At the same time, public health concerns (e.g. Delhi’s smog) have sparked record interest in air purifiers. Heavy industries and infrastructure boosts are driving raw material demand – for example, India’s copper consumption hit 1,718 KT in FY202

The Q2 2025 earnings season delivered a remarkably diverse yet thematically unified set of results across four companies operating at distinct points of the rapidly expanding AI and digital transformation value chain. Supermicro continued to scale at an extraordinary pace, translating unprecedented AI server demand into explosive full-year revenue growth, even as its manufacturing-heavy business model exposed structural pressures on margins and operating leverage. Vertiv, pos

Q2 2025 was one of the clearest demonstrations yet that the semiconductor and AI-infrastructure cycle is no longer “early adoption”—it is a fully mature, globally synchronized investment wave reshaping hyperscaler spending, connectivity architectures, and manufacturing roadmaps. Four companies—Astera Labs, Lam Research, Arista Networks, and KLA Corporation—occupy distinct yet interconnected layers of this stack. AI demand is overwhelming existing infrastructure, forcing rapid