¿Û¿Û´«Ã½

On some metrics, Nvidia looks cheap

The S&P 500 looks historically expensive considering structurally higher interest rates and slowing growth

Tech stocks ask for patience on AI revenues

Market excitement could wither if companies take too long to deliver

Should Arm really be worth more than Birkenstock?

The Squeeze: The UK semiconductor company has worse growth and margins than the German sandal business

Are smartphones enough to keep Apple top of the pile?

The smartphone market is reaching its peak, which means Apple needs new ways to keep generating oversized profits

Are big tech cash flows still undervalued?

It's clear investors did not give tech stocks enough credit 10 years ago, but is this changing?

Can Arm really justify its lofty valuation?

Arm and the semiconductor industry are not without their issues, especially China's decoupling

The smart way to protect yourself from AI

Investing can take the sting out of the AI jobs threat

AI tech rally hits fund managers

Returns are coming from a handful of companies, making it harder for managers to justify their roles

Why good businesses don't need to raise prices

The Squeeze: Netflix is being too protective of margins at the expense of market share

Microsoft's $75bn Activision deal back on after court victory

A court rules against the US Trade Commission, which was blocking the deal amid fears it would limit the availability of games