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Will Nvidia's new strategy keep it ahead of rivals?

As its valuation falls, the world’s largest company is turning away from what made it great

Defence companies face new challenge in defending the skies

Stocks of interceptor missiles are being depleted as Gulf states take down cheaper drones launched by Iran

Blanket software sell-off is good news for bargain hunters

Software and data companies’ valuations are contracting, leaving many of them trading in value territory

A ‘generic’ drugmaker that’s worth paying for

It leads rivals in terms of scale and expertise and is carving its own path in a growing market

BHP picks new chief to replace Mike Henry

Company veteran Brandon Craig will run the world’s largest miner from 1 July

Why software stocks deserve to struggle

The Squeeze: Profit margins were far higher than they should have been in a free market

The American ‘Cash Magic’ stocks storming ahead of the S&P

Stock screen: Who says you can’t have momentum, value and quality at the same time?

Are ‘Halo’ stocks the answer to the AI conundrum?

Companies with tangible assets are harder to disrupt, but that doesn’t mean this is a one-way trade

Why investors can never really ignore US stocks

How nervous should investors be of a US market failure?

Wild battery claims highlight the importance of public markets

Some market regulation is a blessing