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Why investors need to guard against concentration risk

Are markets at risk from mega caps?

The tech giant making money by disrupting AI

Are ‘content delivery network’ stocks another way to play the AI boom?

Cisco’s AI growth is under-appreciated

The computing infrastructure business is benefiting from AI demand, but doesn’t trade at a premium valuation

This recovering pharma giant is a once-in-a-generation bargain

Once at the pinnacle of discovery, investors are nervous over the future. But a recovery is well under way

What McDonald’s tells us about the economy

The Squeeze: Its split customer base reflects an increasing gap between the top and bottom

Why the US spending bill will boost big tech’s cash flows

The legislation will allow companies to expense all their domestic investment upfront and reduce their tax bills

McDonald’s seeing low-income consumers struggle

The chain is introducing more value options to the menu and has brought back the Snack Wrap

Palantir’s ‘ripping fundamentals’ hard to value

The software company’s growth is almost unprecedented –but so is its valuation

Is there finally a rival to Taiwan Semiconductor?

Tesla has signed a contract with Samsung to make its AI chips, as it looks for alternative suppliers to the Taiwanese giant

Mastercard beats market estimates yet again

The business model continues to evolve in the face of rising competition