Whitepapers, research reports, and market analysis from the Noonum team on thematic investing, NLP research, and index construction.https://noonum.aihttps://noonum.ai/blog/deterministic-ai-merqube-partnershiphttps://noonum.ai/blog/deterministic-ai-merqube-partnershipThematic investing has an execution problem. Noonum's deterministic knowledge engine and MerQube's index infrastructure turn plain-language themes into reproducible, rules-based benchmarks that catch names LLMs miss.Tue, 04 Aug 2026 00:00:00 GMTNoonum & MerQubePartnershiphttps://noonum.ai/blog/point-in-time-intelligencehttps://noonum.ai/blog/point-in-time-intelligenceFor institutional investors, Point-in-Time capability is not a nice-to-have, it is essential. Noonum builds PiT into every layer of the stack so thematic signals are deterministic, backtestable, and free from look-ahead bias.Mon, 03 Aug 2026 00:00:00 GMTNoonumInsightshttps://noonum.ai/blog/omega-point-thematic-workflow-llmhttps://noonum.ai/blog/omega-point-thematic-workflow-llmOmega Point and Noonum announce that their full thematic workflow is now available inside the LLM investors already use, from plain-English theme to actionable, risk-aware trade via MCP.Wed, 22 Jul 2026 00:00:00 GMTNoonum & Omega PointPartnershiphttps://noonum.ai/blog/rapid-rise-of-ai-power-and-energyhttps://noonum.ai/blog/rapid-rise-of-ai-power-and-energyIn fifteen months, companies aligned with AI Power and Energy grew from 269 to 501. The linguistic signal rose 82%, and the companies leading that language shift outperformed the S&P 500, utilities, and dedicated AI-power ETFs.Thu, 11 Jun 2026 00:00:00 GMTNoonumInsightshttps://noonum.ai/blog/we-xrayed-9-growth-etfshttps://noonum.ai/blog/we-xrayed-9-growth-etfsSix of the nine largest growth ETFs are thematically identical. Two are hiding a biotech story. One is quietly one of the largest agricultural tech vehicles in the market. And not a single fund tells you any of this.Wed, 10 Jun 2026 00:00:00 GMTNoonumInsightshttps://noonum.ai/blog/power-energy-top-ai-subthemehttps://noonum.ai/blog/power-energy-top-ai-subthemePower and Energy returned +264%, the top AI sub-theme of the past year, yet average alignment across mainstream AI ETFs was just 2.3%. The companies powering AI are not classified as AI companies.Wed, 03 Jun 2026 00:00:00 GMTNoonumInsightshttps://noonum.ai/blog/we-xrayed-8-ai-etfshttps://noonum.ai/blog/we-xrayed-8-ai-etfsThe top-performing 'AI' fund of the past year returned 153%, and it is not an AI fund. We X-rayed eight AI and technology ETFs through Noonum's linguistic lens and found the AI label explains just 8% of returns, while Chips & Compute alignment explains 90%.Mon, 01 Jun 2026 00:00:00 GMTNoonumInsightshttps://noonum.ai/blog/ai-the-5-layer-frameworkhttps://noonum.ai/blog/ai-the-5-layer-frameworkNot all AI companies are created equal. Noonum's Five-Layer Framework classifies the AI ecosystem from Power & Energy to Applications & Services, revealing where thematic signal and portfolio returns truly diverge.Tue, 21 Apr 2026 00:00:00 GMTNoonumInsightshttps://noonum.ai/blog/private-credit-is-on-firehttps://noonum.ai/blog/private-credit-is-on-firePrivate credit is one of the hottest topics in finance. Noonum AI analyzed the expanding ecosystem and assembled a 104-holding Private Credit Basket spanning specialist managers, global asset managers, banks, and platform enablers.Sat, 21 Mar 2026 00:00:00 GMTNoonumInsightshttps://noonum.ai/blog/merqube-partnershiphttps://noonum.ai/blog/merqube-partnershipMerQube and Noonum partner to bring agentic AI and machine reasoning to thematic index creation, combining Noonum's semantic knowledge engine with MerQube's institutional index infrastructure.Thu, 12 Mar 2026 00:00:00 GMTNoonum & MerQubePartnershiphttps://noonum.ai/docs/noonum-saaspocalypse-index.pdfhttps://noonum.ai/docs/noonum-saaspocalypse-index.pdfA systematic analysis of how specialized AI tool suites are impacting business models and creating margin headwinds for traditional SaaS.Wed, 11 Feb 2026 00:00:00 GMTNoonumResearchhttps://noonum.ai/docs/noonum-venezuela-greenland.pdfhttps://noonum.ai/docs/noonum-venezuela-greenland.pdfUsing Noonum Knowledge Graphs to identify business opportunities arising from geopolitical shifts and political access.Thu, 08 Jan 2026 00:00:00 GMTNoonumResearchhttps://noonum.ai/docs/noonum-rise-and-fall-of-esg.pdfhttps://noonum.ai/docs/noonum-rise-and-fall-of-esg.pdfExamining the divergence in ESG and Anti-ESG indexes through linguistic analysis of corporate positioning and political shifts.Sat, 25 Oct 2025 00:00:00 GMTNoonumResearchhttps://noonum.ai/blog/omega-point-partnershiphttps://noonum.ai/blog/omega-point-partnershipOmega Point and Noonum announce a strategic partnership integrating Noonum's 100+ custom thematic indices into the Omega Point platform for enhanced thematic risk management.Tue, 08 Jul 2025 00:00:00 GMTNoonum & Omega PointPartnershiphttps://noonum.ai/docs/linguistic-betahttps://noonum.ai/docs/linguistic-betaAn evolution of the foundational beta concept, measuring company alignment to themes through language rather than just price kinetics.Wed, 04 Jun 2025 00:00:00 GMTNoonumResearchhttps://noonum.ai/docs/linguistic-strength-indicatorhttps://noonum.ai/docs/linguistic-strength-indicatorA novel way to measure the momentum and durability of investment ideas purely from a linguistic perspective, acting as an early thematic radar.Wed, 04 Jun 2025 00:00:00 GMTNoonumResearchhttps://noonum.ai/docs/noonum-us-political-connections.pdfhttps://noonum.ai/docs/noonum-us-political-connections.pdfQuantifying political rent-seeking through corporate signaling to identify companies with strategic connections to government appointees.Sat, 31 May 2025 00:00:00 GMTNoonumResearchhttps://noonum.ai/docs/noonum-ai-risks-deepseek.pdfhttps://noonum.ai/docs/noonum-ai-risks-deepseek.pdfAnalyzing the top-line uncertainty and margin risks created by competitive, low-cost LLM alternatives in the AI value chain.Sun, 16 Mar 2025 00:00:00 GMTNoonumResearchhttps://noonum.ai/blog/credem-group-investmenthttps://noonum.ai/blog/credem-group-investmentCredem Group closes the first deal of their Corporate Venture Capital initiative with an investment in Noonum through the Franklin Templeton Silicon Valley FinTech Incubator.Tue, 07 Dec 2021 00:00:00 GMTNoonumPress Releasehttps://noonum.ai/blog/evonexus-incubatorhttps://noonum.ai/blog/evonexus-incubatorNoonum has been accepted into EvoNexus' Silicon Valley Fintech Incubator, backed by founding partners Franklin Templeton and Royal Bank of Canada.Tue, 04 May 2021 00:00:00 GMTNoonumPress Release