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Supply chain chaos creates chemical winners and losers

Hormuz closure looked like a disaster for chemical stocks. Two months on, things appear more positive

Don’t write off this tech giant – and its hefty 7% yield

Critics believe this widely used app could stall as new technology arrives, but there is plenty of mileage left in its shares

Kosmos Energy emerges as a Gulf crisis winner

Trading update: The Dallas company needed a stronger oil market to help clear its debt pile

Kone plots its ascent to the top of the lift market

The Finnish company is buying competitor TK Elevator for €29bn

‘There’s a lot of value in emerging markets’: Paul Niven of F&C

The manager of the world’s oldest investment trust speaks to Val Cipriani about how he’s changing the portfolio

Apple’s conservative AI approach is looking more sensible

The company stayed out of data centre investment and is profiting from the success of its newest iPhone

Investors turn against Big Tech’s AI spending plans

Meta’s shares dropped after it failed to articulate its plan to generate returns on investment

Stars are aligning for global grain traders

Poor rainfall in the US could constrain yields and exports

Business is booming for this ammunition manufacturer

Rising demand and low costs mean good growth for the well-priced defence stock

What the SpaceX IPO means for Scottish Mortgage

The Baillie Gifford trust has a concentration problem that can’t be solved until SpaceX lists