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Walmart benefits from consumers trading down

Higher-income US customers are increasingly shopping at the low-cost retailer

Investors question Nvidia’s value as earnings day approaches

The AI leader’s shares have been flat since the summer despite continued growth

Time to move to AI’s ‘picks and shovels’ trade

Global data centre capacity is projected to double by 2030

An oversold US healthcare giant that’s now a bargain

The medical equipment manufacturer has been ailing, but its condition should stabilise

Has the Fed gone too far?

Incoming chair Kevin Warsh wants to shrink the Fed’s balance sheet and rethink quantitative easing

Why ‘market moments’ never matter

The Squeeze: Focusing on a single issue can blind investors in the long term

McDonald’s beats expectations as sales hold up

The company’s strong performance came while its fast food rivals have struggled

Why pharma stocks are a smarter AI play

Pharma’s AI investment fits far better into the industry’s business model

The best US banking stocks

The Analyst: Robin Hardy outlines the best options in a booming sector

Investors need to be wary of Palantir

The Squeeze: The company thinks it’s at the forefront of innovation, but it’s cutting R&D spending