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Tariffs aren’t going anywhere. But who is going to pay them?
There are key differences between events that led to the 2000 crash and the periodic AI corrections we have witnessed
Momentum should be maintained as others go into hock
A sky-high valuation means the market is valuing this company’s revenue at three times that of Nvidia
Shares are booming, but investors must understand the geopolitics, the complexity and the supply chains to find the best value
Its data centre compute revenue fell from the previous quarter because of a loss of Chinese business
The White House and SoftBank back Intel just weeks after Trump was calling for the chief executive to resign
Increasingly complex AI models require even more energy to run, and tech giants are looking for partners
It has been able to clear old inventory, but increased import taxes will impact the business in the second half.
The Squeeze: Following each other can be sensible, but not if the original decision was flawed
