AI use will set great companies apart from the rest in 2026, Dell boss predicts December 31, 2025 The use of AI will “start to be a defining factor that sets great companies apart from the rest”, the UK boss of Dell has predicted. Steve Young, the US giant’s UK senior vice president and managing director, said progress has “laid a strong foundation” but told CityAM that 2026 will be marked by [...]
Britain’s nuclear lag could cost its AI crown December 10, 2025 Britain’s AI boom is running straight into an energy wall, and nuclear power was supposed to act as its crutch to get around it. Instead, the government has hit pause, just as data centre demand is set to explode, leading investors wondering whether the UK risks talking itself out of its opportunity. Recent analysis from [...]
Nvidia’s golden quarter dares markets to call AI a bubble November 20, 2025 Nvidia’s latest earnings blew straight through Wall Street expectations, delivering the kind of numbers that force investors to park away thoughts of an AI bubble. The notorious chip maker’s latest results, a blockbuster $57bn quarter that tore through Wall Street expectations, injected a jolt of confidence into rattled global markets, pulling the FTSE 100 and [...]
Nvidia results set to answer AI bubble fears November 19, 2025 Nvidia’s third quarter results, set to be announced after US market closes on Wednesday, will be a litmus test for the AI boom that has propelled global equities to record highs. The chip titan, which now accounts for roughly seven per cent of the S&P 500 by market cap, has seen its shares surge more [...]
AI bubble fears: Which of the Magnificent Seven will pop? November 17, 2025 The spectacle of the so-called Magnificent Seven – Alphabet, Amazon, Apple, Tesla, Meta, Microsoft, and Nvidia – has been the defining market story of this generation. Synonymous with the AI boom, their collective valuation, now commanding a fifth of global markets, is underpinned by the fervent belief that they alone will win the AI arms [...]
Tech tailwinds boost Polar Capital as AI bubble balloons November 17, 2025 Asset manager Polar Capital reported a surge in earnings after the firm’s “meaningful exposure” to tech stocks provided a hefty tailwind. The London-listed business recorded a 21 per cent jump in pre-tax profit to £27.9m, this was up from £23.1m just last year. Whilst outflows soared to £690m, including a significant £632m concentrated in the [...]
FTSE 100 and S&P 500 circle record highs as US shutdown cools November 10, 2025 Global markets sprung back to life on Monday after AI jitters and the US government shutdown helped trigger widespread sell-offs last week. The S&P 500 – which tracks the 500 leading companies listed on stock exchanges in the United States – jumped over one per cent to 6,804.80p at Wall Street’s opening bell. The tech-heavy [...]
Rightmove shares in £1bn crash as AI plans spook investors November 7, 2025 Shares in Rightmove nosedived on Friday morning after the property titan revealed a major-shakeup centred on upping AI spending. The group said it would invest £60m over the next three years, with a focus on leaning into new tech. The FTSE 100 firm slashed its short-term profitability targets amid the new plans. Company boss Johan [...]
Bank of England sounds alarm on ‘high risk’ AI bubble October 8, 2025 The Bank of England has warned of the potential for a “sharp correction” in global markets due to the “stretched” stock valuations from the artificial intelligence (AI) boom. The central bank’s Financial Policy Committee has warned a crash in the roaring value of US tech giants could spark trouble overseas. “A crystallisation of such global [...]
‘It’s risky to be in the UK’ – Cleo founder on unicorn status and City regulation September 30, 2025 Nine years ago entrepreneur Matt Clifford took a data scientist to a “terrible pub” to convince him to drop his PhD and create his own start-up. “You may as well just take the risk, the biggest risk is not taking the risk,” Clifford told a young Barney Hussey-Yeo. Almost a decade later in 2025, Hussey-Yeo [...]