Information Technology

In a recent edition of Greed & Fear, Chris Wood argues that the multi-year AI investment cycle has entered a new phase, with pricing power moving from hyperscaler cloud providers to memory producers. SK Hynix and Micron have been key beneficiaries, with market capitalizations rising alongside contract prices for advanced memory.

As enthusiasm returns in force to the healthcare sector, investors and C-Suite executives from leading public and private companies around the globe will gather at the Jefferies Global Healthcare Conference in London from November 17th through the 20th. Over the course of the week, thousands of investor and company meetings will take place amongst industry

The Jefferies 2025 Public Tech Conference brought together top bankers, investors, founders, and tech executives to discuss the sector’s key trends and developments. The insights below are drawn from interviews and panels with conference attendees. When tariff announcements rattled markets in early April, no sector took a bigger hit than technology. Public tech stocks fell

Both sponsors and strategics are eager to transact, and with the right conditions, many expect activity to pick up. The question is whether recent volatility will get in the way.

At Jefferies’ Private Growth Conference, sector leaders discussed the trajectory of AI adoption and how it’s shaping dealmaking in 2025.

The cybersecurity sector is rapidly transforming, spurred by the transition from cloud-based to AI-native technologies and the urgency for governments to shore up national security vulnerabilities. Jefferies Managing Director Tim Roepke believes some cybersecurity companies are so valuable – and critical to the technology ecosystem – that they are fundamentally shifting the deal landscape and

We recently spoke with Evan Osheroff, Jefferies’ Managing Director of Software Investment Banking, to get his take on what’s shaping the technology market and where it’s headed.

We recently met with Kumin at the Jefferies Private Internet Conference in Los Angeles, where we explored his vision for AI’s future and its impact on growth investing within private equity.

Nicole Quinn, a partner at Lightspeed Ventures discusses how AI is reshaping tech companies, and where consumer brands fit into the equation.