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Why the market sell-off is about more than just software

There has been a rotation towards ‘real-world’ stocks as investors look to hide from AI disruption

Slashing the Fed’s balance sheet is easier said than done

Liquidity needs could temper Warsh’s desire to reduce the central bank’s assets

Amazon announces huge capex increase

Despite increasing profits, its free cash flow could turn negative this year

Can stocks benefit as the world inflates away its debt?

Gold becoming the go-to reserve asset and the US happy with a weaker dollar leaves the door open for shares to rise

Palantir surprises markets by cutting R&D spending

The tech consultancy is rapidly growing, but the slowing capex is strange given its business model

Why Tesla’s share price is justified

The Squeeze: Despite falling sales, shares are staying stubbornly high

US defence stocks turn coy on shareholder returns

Management teams are focusing on investment following President Trump’s threat on buybacks

ExxonMobil remains top dog even after weaker 2025

Energy product earnings increased by 77 per cent

Two growth companies in the AI supply chain

One is a high margin semiconductor manufacturer while the other is less well known and a high-yielding services company.

Could Japan’s currency support upset the crucial carry trade?

The unwinding of the dollar yen carry trade remains a potent market risk amid intervention talk