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Apple’s conservative AI approach is looking more sensible

The company stayed out of data centre investment and is profiting from the success of its newest iPhone

Investors turn against Big Tech’s AI spending plans

Meta’s shares dropped after it failed to articulate its plan to generate returns on investment

Stars are aligning for global grain traders

Poor rainfall in the US could constrain yields and exports

What the SpaceX IPO means for Scottish Mortgage

The Baillie Gifford trust has a concentration problem that can’t be solved until SpaceX lists

Cyber security companies turn AI from threat to opportunity

Anthropic’s Mythos has shown the growing power of AI to detect cyber vulnerabilities

The case for using active funds to own US stocks

Is there life beyond the Magnificent Seven? We look at funds and trusts to take advantage of a broader US market

Shares I Love: Modine

This US small cap is a better way to take advantage of AI, says JPMorgan’s Jon Brachle

Why big tech is no longer valued like a monopoly

The Squeeze: AI is dragging big tech into competition with each other, and valuations are falling

Why US stocks are struggling under Trump

The weakening dollar and falling technology valuations mean there has been no ‘golden age’ for the US stock market

This bargain Reit is profiting from the AI boom

Investors are still nervous about a costly acquisition and are ignoring solid revenue growth plans