Nathan Ellis

Technology & Markets Contributor, Global Markets Review

Nathan Ellis is a technology and markets contributor at Global Markets Review, covering the companies at the intersection of technology, artificial intelligence and public markets. His work focuses on semiconductor stocks, major technology companies, analyst upgrades and downgrades, price-target changes and the investment themes driving the sector.

He tracks how product launches, capital spending, earnings expectations and shifts in AI demand affect valuations and investor positioning across global technology markets.

As an independent contributor, Nathan brings a sector specialist's lens to technology stories that are often dominated by momentum and narrative. He checks analyst actions against earnings expectations, company guidance and disclosed capital spending, and distinguishes a model update from a genuinely changed view of demand.

His semiconductor work also follows the supply chain behind AI demand. GPU orders, foundry capacity, memory, networking and customer infrastructure spending can move on different timelines, so he avoids treating one strong data point as evidence that every part of the technology cycle is moving together.