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AI boom

  • LSEG, Sage, Rightmove shares fall as Anthropic AI rattles markets

    February 4, 2026

    Shares in global software giants tumbled again on Wednesday morning as the latest AI innovation from Anthropic rattled global markets. The London Stock Exchange Group (LSEG) extended Tuesday’s losses falling near two per cent in early trading to lows of 6,774.00p before clawing back some gains. Meanwhile Rightmove led the index’s fallers, with a slump [...]

  • Financial services set for hiring spree for AI experts in 2026

    January 26, 2026

    British banks and finance firms are hunting for behavioural science and psychology experts for ethical AI jobs, as worries about misusing the technology build, experts have said. A desire to accelerate recruitment in 2026 comes after one of the worst years for hiring in the financial services sector since the 2008 financial crisis. Some 55 [...]

  • UK financial system exposed to ‘serious harm’ from AI risks

    January 20, 2026

    The Treasury, the financial watchdog and the Bank of England have been handed a stiff warning that the nation’s financial system is not adequately prepared for an AI shock. A group of influential MPs sat on the Treasury Select Committee took aim at the institutions for “not doing enough to manage the risks presented by [...]

  • 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 City AM 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 [...]

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