Squint hard enough and you can see signs of the AI bubble bursting November 13, 2025 Is the AI bubble bursting? Naturally, most eyes are on the movements of the world’s biggest tech firms – the OpenAIs, the Microsofts, the Nvidias. These are, after all, where a large share of AI investment has been deployed. But for the earliest tell-tale signs, it’s worth looking a lot further down the food chain. [...]
London’s £10bn data centre boom accelerates amid AI power crunch November 7, 2025 London’s data centre sector is entering a new phase of expansion, with three major schemes worth over £10bn revealed in the past week. The projects, all located in and around the capital, aim to serve the growing computing needs of the City, tech firms, and the broader UK economy, particularly AI workloads. The developments are [...]
When companies can outspend countries, they set the political agenda November 5, 2025 When Nvidia is bigger than the GDP of Germany, the implications for national sovereignty are deeply uncomfortable, says Steve Rigby We like to imagine that the great contests of innovation are fought between nations: the US versus China; Europe versus Asia; governments vying for technological leadership. That framing is already outdated. The real race is [...]
Tech stocks plunge after Big Short investor bets against AI November 4, 2025 American tech stocks fell sharply on Tuesday after a hedge fund manager famed for predicting the Global Financial Crisis revealed he had taken out a billion-dollar bet against some of the world’s largest artificial intelligence companies. Michael Burry, the star stock picker whose decision to short the property market was depicted in the blockbuster ‘Big [...]
Big Tech earnings: Investors reward AI returns, punish spending spree October 30, 2025 Wall Street was shaken up by Silicon Valley heavyweights overnight as a trio of Big Techs laid bare the cost of their AI strategies. Alphabet, Meta and Microsoft all reported earnings after the bell on Wednesday, offering investors a glimpse into the now trillion-dollar race to lead the AI boom. But, while Alphabet, Google’s parent [...]
Nvidia hits historic $5tn market cap October 29, 2025 AI and chips behemoth Nvidia has smashed another record valuation, with its $5tn market cap that puts it well clear of the GDP of Germany – the fourth biggest economy in the world. Shares in Nvidia jumped up 3.5 per cent in premarket trading, amid a surge in investor enthusiasm for AI. Nvidia’s surge followed [...]
Apple and Microsoft to join Nvidia in $4tn club amid AI market boom October 28, 2025 Apple and Microsoft are each within touching distance of a $4tn (£3.01tn) market valuation, setting the stage for a big week of earnings on Wall Street as investor confidence in AI continues to propel Big Tech stocks to new heights. Both tech heavyweights’ shares rose on Monday, leaving them less than two per cent away [...]
Will Big Tech earnings pop the AI bubble? October 28, 2025 This week, the world’s most powerful firms, Microsoft, Meta, Alphabet, Amazon and Apple, will announce their quarterly results, which could either propel Wall Street to new highs or puncture the AI so-called ‘bubble’. Together, these five firms make up a quarter of the S&P 500’s value, and have collectively added over $6tr (£4.5tr) to their [...]
Apple hit with new antitrust complaint amid Big Tech scrutiny October 22, 2025 Apple has been hit with a new antitrust complaint in Brussels in the latest blow to the tech giant as global regulators tighten their grip on Big Tech. The joint complaint, filed on Wednesday, alleges that Apple’s App Store rules and device terms of service violate the new digital competition regime. It has been filed [...]
What an AI bubble could mean for Reeves October 10, 2025 The traditional ministerial photo-op of walking around a construction site clad in a high-vis jacket and a hard hat usually takes place at a factory or housing site. But last month, chancellor Rachel Reeves donned fluorescent yellow for a different facility – a huge data centre built to power the UK’s digital economy through AI. [...]