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Investors question Nvidia’s value as earnings day approaches

The AI leader’s shares have been flat since the summer despite continued growth

Time to move to AI’s ‘picks and shovels’ trade

Global data centre capacity is projected to double by 2030

An oversold US healthcare giant that’s now a bargain

The medical equipment manufacturer has been ailing, but its condition should stabilise

CRH mulls London departure

The building materials group is to decide on whether to delist UK shares by the end of March

BHP hits copper turning point as profits jump

The Big Australian’s first half saw copper profits overtake iron ore for the first time

Why ‘market moments’ never matter

The Squeeze: Focusing on a single issue can blind investors in the long term

Will this industrial giant be more attractive after a split?

Activist who campaigned for Honeywell’s break-up expects its parts to be worth much more than its whole

A French pharma group rediscovering its joie de vivre

The company’s turnaround progress is slow but will reward patient investors

McDonald’s beats expectations as sales hold up

The company’s strong performance came while its fast food rivals have struggled

Why pharma stocks are a smarter AI play

Pharma’s AI investment fits far better into the industry’s business model