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Why the market sell-off is about more than just software

There has been a rotation towards ‘real-world’ stocks as investors look to hide from AI disruption

Amazon announces huge capex increase

Despite increasing profits, its free cash flow could turn negative this year

Can stocks benefit as the world inflates away its debt?

Gold becoming the go-to reserve asset and the US happy with a weaker dollar leaves the door open for shares to rise

Will Starlink’s rollout derail BT’s comeback?

Elon Musk’s satellite internet service is an increasingly affordable option for UK customers

Palantir surprises markets by cutting R&D spending

The tech consultancy is rapidly growing, but the slowing capex is strange given its business model

Why Tesla’s share price is justified

The Squeeze: Despite falling sales, shares are staying stubbornly high

US defence stocks turn coy on shareholder returns

Management teams are focusing on investment following President Trump’s threat on buybacks

Chevron turns its focus to Venezuela

Earnings slid significantly in 2025 on lower oil prices but met analyst forecasts

ExxonMobil remains top dog even after weaker 2025

Energy product earnings increased by 77 per cent

How Netflix plans to win the ‘streaming wars’

If the deal for Warner Bros goes through, the company will be difficult to overtake