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Why the AI bubble isn’t ‘Dotcom 2.0’

There are key differences between events that led to the 2000 crash and the periodic AI corrections we have witnessed

H&T shareholders should consider sticking with the sector

Momentum should be maintained as others go into hock

Nvidia beats expectations despite China uncertainty

Its data centre compute revenue fell from the previous quarter because of a loss of Chinese business

Intel has two new powerful investors – but can they turn it around?

The White House and SoftBank back Intel just weeks after Trump was calling for the chief executive to resign

The American energy stocks benefiting from AI

Increasingly complex AI models require even more energy to run, and tech giants are looking for partners

Walmart warns of coming tariff costs

It has been able to clear old inventory, but increased import taxes will impact the business in the second half.

Look at ‘forgotten’ pharma stocks to hedge the weight-loss war

An obsessive focus on the weight-loss market is leaving some successful companies in the shade

Tech giants are falling into the ‘restaurant trap’

The Squeeze: Following each other can be sensible, but not if the original decision was flawed

Shoe giants facing stiff tariff tests

Birkenstock's sales are steady despite price increases, but other brands haven’t been so successful

BHP bets on copper as iron ore profits take a hit

The company has reset net debt targets to allow growth spending and dividends to continue in weaker market