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Are semiconductor stocks now good value?

Weak sentiment in the second half of 2024 has created a more attractive environment for investors

Why Nvidia has a concentration problem

The Squeeze: Just four customers make up 50 per cent of Nvidia's revenue, and they are predictable names

Broadcom steps up to challenge Nvidia

The semiconductor's partnership with OpenAI is a threat to Nvidia's AI computing monopoly

Four charts that tell the story of 2024

From the US election outcome to the return of business travel, we take a visual look at the year just gone

Two AI stocks without the China trade war risk

Nvidia is in the crosshairs and the war of words between the US and China ramps up – so it's wise to look further afield

The UK tech stocks worth owning

The Analyst: The UK tech sector sits in the shadow of its US peer, but there is lots to like, says Robin Hardy

THG spells out spin-out plans for Ingenuity

Company will focus on its beauty and nutrition businesses

Scottish Mortgage goes against the grain with Nvidia

The global trust zigs when others are zagging

Alphabet leads strong start to US tech earnings

Cloud computing revenue increased more than expected thanks to its AI services

The semiconductor stocks set to win as the cycle turns

The AI industry is still growing, but the rest of the chip market is seeing a surprisingly slow recovery