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Why the AI bubble isn’t ‘Dotcom 2.0’

There are key differences between events that led to the 2000 crash and the periodic AI corrections we have witnessed

H&T shareholders should consider sticking with the sector

Momentum should be maintained as others go into hock

This overhyped tech stock is no longer an AI play

A sky-high valuation means the market is valuing this company’s revenue at three times that of Nvidia

How to invest in the world’s nuclear future

Shares are booming, but investors must understand the geopolitics, the complexity and the supply chains to find the best value

Nvidia beats expectations despite China uncertainty

Its data centre compute revenue fell from the previous quarter because of a loss of Chinese business

Intel has two new powerful investors – but can they turn it around?

The White House and SoftBank back Intel just weeks after Trump was calling for the chief executive to resign

The American energy stocks benefiting from AI

Increasingly complex AI models require even more energy to run, and tech giants are looking for partners

Walmart warns of coming tariff costs

It has been able to clear old inventory, but increased import taxes will impact the business in the second half.

Tech giants are falling into the ‘restaurant trap’

The Squeeze: Following each other can be sensible, but not if the original decision was flawed

Shoe giants facing stiff tariff tests

Birkenstock's sales are steady despite price increases, but other brands haven’t been so successful