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The hidden problems behind Big Tech's big splurge

Huge AI spending means the stocks are no longer capital light, which will eventually impact what made them successful

Apple shares surge on AI 'super cycle' hopes

The iPhone maker will only offer AI services on the newest iPhones and Macs, meaning some 90 per cent of users will need an upgrade

The software stocks under threat from AI

Some of the largest US software companies look overvalued given their slowing growth and increased threat from AI

How tech firms are monetising our nostalgia

Spotify has increased prices again, and they have risen much faster than inflation in the past year

Nvidia revenues surge – and there could be more to come

The AI computing company is bundling all its hardware products together when it sells its newest product Blackwell

The lesser-known stocks competing with Nvidia

Rival businesses are claiming their hardware outperforms Nvidia's on AI tasks

Space offers a new frontier for Filtronic

A deal with Elon Musk's SpaceX could reignite the company's fortunes, Michael Fahy reports

Why AMD and Intel are struggling as Nvidia soars

ChatGPT-fueled hype is giving way to more informed decision making

What the latest 'Big Tech' results reveal about AI

The industry giants are starting to generate revenue – but there's a long way to go before they realise their ambitions

How IQE overcame market gloom

Semiconductor stocks are always badly hit in downturns but are often the first to profit when the economy improves