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Tech stocks, services and healthcare

Find out which British companies are riding the AI wave and whose business models are struggling to adapt

Software industry needs to face up to the AI challenge

FTSE 350 Review: The emergence of new bespoke tools is changing the way companies procure software

Bill Ackman finally gives in to Magnificent Seven Fomo

Pershing Square now has a sizeable exposure to US tech giants

Why ‘market moments’ never matter

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

Can you spot a market bubble when you’re in one?

A recent paper suggests market bubble talk rarely occurs in the moment. Are things different this time?

Investors need to be wary of Palantir

The Squeeze: The company thinks it’s at the forefront of innovation, but it’s cutting R&D spending

The funds hardest hit by the software sell-off

From Finsbury Growth & Capital to HgCapital, some portfolios are looking worse for wear

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

Palantir surprises markets by cutting R&D spending

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