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Nvidia’s main rivals are finally emerging

The world’s richest company is going to start losing market share, but are markets prepared?

This nicotine giant is shedding its ‘sin stock’ discount

Shares are rallying as it increasingly becomes a ‘smoke-free’ business and a ‘best-in-class compounder’

Is quantum computing reaching its AI moment?

Shares in quantum stocks are skyrocketing as investors consider its potential. We go deep into what could drive the next stock market boom

The Japanese market is on a roll – use these funds to invest

The country’s recent rally is backed by a compelling long-term case, but valuations might be close to the peak

Amazon cloud computing sales grow at pace

Capex commitments are having the desired effect

Apple dodges the worst of US tariffs

The company is also benefiting from Chinese consumer subsidies that have boosted iPhone sales

Meta founder signals ‘aggressive’ capex push

Mark Zuckerberg wants to frontload build-out of computing power to capitalise on drive for ‘super intelligence’

Alphabet proves AI doubters wrong

Google is successfully integrating AI into its search product

Microsoft shares dip despite cloud growth

The company’s Azure cloud business is benefiting from its OpenAI relationship

A better way to find well-priced shares?

Can investors improve on the price/earnings growth ratio?