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Is quantum computing reaching its AI moment?

Shares in quantum stocks are skyrocketing as investors consider its potential. We go deep into what could drive the next stock market boom

Amazon cloud computing sales grow at pace

Capex commitments are having the desired effect

Apple dodges the worst of US tariffs

The company is also benefiting from Chinese consumer subsidies that have boosted iPhone sales

Meta founder signals ‘aggressive’ capex push

Mark Zuckerberg wants to frontload build-out of computing power to capitalise on drive for ‘super intelligence’

Alphabet proves AI doubters wrong

Google is successfully integrating AI into its search product

Microsoft shares dip despite cloud growth

The company’s Azure cloud business is benefiting from its OpenAI relationship

When to sell the stock market bubble

The S&P 500 is near record valuation levels, but that doesn’t mean it’s a good time to drop out

The ‘right’ balance between growth and value stocks

AI-driven growth stocks are stretching away from value peers – would a blend of US growth and UK value offer portfolio balance?

Is the AI bubble about to burst?

Keep perspective, but prepare for a correction

Google vs Microsoft: who will win the AI battle?

The internet giants are simultaneously being disrupted by and trying to profit from the emergence of new technology