AMD’s AI push gathers pace behind Nvidia Tech Advanced Micro Devices (AMD) delivered another quarter of rapid growth, beating Wall Street forecasts on both revenue and earnings. Yet its shares tumbled as investors weighed what the numbers mean in a market still dominated by chip giant Nvidia. The chipmaker reported fourth quarter revenue of $10.27bn (£7.49bn), up 34 per cent year on year, [...]
Trump declares ‘America is back!’ as US markets touch record highs Markets Renewed AI-hype helped the S&P 500 break through the 7,000 mark for the first time ever on Wednesday, while the dollar clawed back some ground after a bruising few weeks. Equities soon pared their gains, falling below the 7,000 benchmark a few hours after the opening bell, and the S&P 500 had swung back into [...]
AI stocks to remain dominant in 2026, analysts predict Investing Artificial intelligence is likely to remain a “dominant theme” in markets next year, analysts predict, shaking off fears of an AI crash. St James’ Place expects AI stocks to maintain investor interest in 2026, with analysts and portfolio managers bullish on the sector’s run. Valuations of top tech stocks have been rocketing up since the [...]
AI bubble tensions flare after Wall Street’s £750bn hit November 10, 2025 The bubbling market tensions continued to simmer on Monday as Wall Street sprung back to life after a week of AI jitters and tech nerves. US markets were coming off a week where AI-related firms lost over £750bn in market value led by a £350bn plunge in chipmaker Nvidia, which lost nearly ten per cent [...]
Tech stocks fall again as AI bubble fears mount November 8, 2025 Tech stocks fell again on Friday, extending a difficult week for the sector as investors fretted over soaring valuations and a possible AI bubble. Leading names including Nvidia, Palantir, Meta, AMD, and Tesla all suffered losses, erasing gains from earlier in the year and intensifying concerns about whether AI-driven growth can justify current market prices. [...]
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 [...]
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 [...]
Google dodges Chrome breakup, but faces new pressures September 3, 2025 Alphabet’s Google scored a partial victory in Washington after a US federal judge ruled it will not be forced to sell its Chrome browser or Android operating system as part of a landmark antitrust case. But the court stopped short of giving the tech giant a free pass, ordering it to share search data with [...]
Visma to snub Amsterdam for London IPO in rare win for Britain’s stalling market June 26, 2025 Norwegian software giant Visma has provisionally selected London over Amsterdam for its upcoming IPO, a rare win for the UK’s shrinking public markets as the country battles to remain a viable home for high-growth tech listings. The €19bn firm – backed by British private equity firm Hg – has chosen the capital because of its [...]
Microsoft is past its glory days says UK fund manager May 19, 2025 Liontrust’s global innovation fund team made a striking call that bucks the conventional wisdom of leading tech stocks by saying that Microsoft, one of the world’s most valuable firms, may no longer be a long-term winner. Storm Uru and Clare Pleydell-Bouverie, co-managers of Liontrust’s Innovation Fund, have told CityAM they no longer hold any [...]