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Creating Investment Solutions - We’re delighted to announce that the Bloomberg Artificial Intelligence (AI) Bond 4 matured on the 09th of February 2026, delivering an impressive gross return of 22.50% over 18 months — equivalent to 15.00% per annum. Click here for further details. Over the past five years, our 51 maturities have generated a total gross return of €39.8 million for our clients, achieving an average annual return of 11.35% over an average term of 22 months.
Creating Investment Solutions - We’re delighted to announce that the Bloomberg Artificial Intelligence (AI) Bond 4 matured on the 09th of February 2026, delivering an impressive gross return of 22.50% over 18 months — equivalent to 15.00% per annum. Click here for further details. Over the past five years, our 51 maturities have generated a total gross return of €39.8 million for our clients, achieving an average annual return of 11.35% over an average term of 22 months.

February 2026

Focus on: NVIDIA Earnings and the Building Blocks of Modern Technology

Data Insights, Financial /

In this week’s Seaspray Private financial data insight we explore NVIDIA’s latest earnings results and what they reveal about the accelerating build-out of global AI infrastructure. We examine the company’s dominant position in data centre semiconductors, the drivers of recent revenue growth, and the strategic importance of advanced chip design. We also take a look […]

Focus on: NVIDIA Earnings and the Building Blocks of Modern Technology Read More »

Taking Stock: Technology, AI Disruption and US Equity Market Divergence

Data Insights, Financial /

In this week’s Seaspray Private financial data insight we analyse the divergent performance of the S&P 500 in 2026, with a particular focus on the technology sector and its outsized influence on US equity returns. We explores how AI-related disruption has weighed heavily on software and SaaS companies, while semiconductor equipment firms have delivered strong

Taking Stock: Technology, AI Disruption and US Equity Market Divergence Read More »

AI’s Infrastructure Demands: Energy, Water and Investment Opportunities

Data Insights, Global Technology /

In today’s Seaspray Private financial data insight, we examine the unprecedented scale of AI-related capital expenditure by global hyperscalers and the infrastructure implications of accelerated data centre growth. With Microsoft, Meta, Amazon and Alphabet collectively guiding towards $665bn in 2026 capex, AI investment is reshaping global power and water demand. We also explore investment opportunities

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Earnings Season Insights: AI, Cloud Growth and Healthcare Innovation

Data Insights, Financial /

 In todays Seaspray Private financial insight we continue our focus on Global earnings as major technology and healthcare companies reported Q4 results, highlighting the continued dominance of artificial intelligence and innovative healthcare solutions. Leading firms across Big Tech and Big Pharma delivered largely robust earnings, with revenue growth driven by cloud computing, AI infrastructure investment,

Earnings Season Insights: AI, Cloud Growth and Healthcare Innovation Read More »