This is why Nvidia’s results failed to woo investors February 26, 2026 Nvidia’s earnings juggernaut continued this week with another quarter of rapid growth, record revenues and guidance ahead of expectations. Yet the reaction from Wall Street was muted, reflecting the scale of expectations now set for the world’s most valuable listed company. The chip giant reported fourth-quarter revenue of $68.1bn (£50.3bn), up 73 per cent year [...]
FTSE 100 Live: Index hits record as HSBC, St James’s stock rally February 25, 2026 Good morning and welcome back to the City AM liveblog. There’s a number of factors weighing on global markets at the moment, and yet the FTSE 100 was able to close Tuesday’s session unscathed. It came despite President Donald Trump’s new 10 per cent tariffs coming into effect, sending some jitters across global indexes. But [...]
‘I see people doing dumb things’: Jamie Dimon warns of crisis-style AI reckoning February 24, 2026 The world’s most influential banker has drawn parallels to the time before the global financial crisis amid inflated asset prices and peers doing “dumb things”. Jamie Dimon, the top boss of Wall Street behemoth JP Morgan, said: “Unfortunately we did see this in ‘05, ‘06, ‘07, almost the same thing. “The rising tide lifts all [...]
Ask the expert: How should I invest if I’m worried about an AI bubble? February 24, 2026 Fidelity personal finance specialist Marianna Hunt is back on hand to answer your burning questions. This week Marianna helps a reader who is fearful of a potential tech-fuelled stock market crash. Q:I’ve built up reasonable savings in my ISA, workplace pension and SIPP. Most of my investments are in global index funds, so I’m heavily [...]
Big Tech buries billions in AI debt as bubble fears mount February 19, 2026 Meta is paying roughly $6.5bn (£4.82bn) in extra financing costs to keep $27bn of AI infrastructure borrowing off its balance sheet, a costly accounting choice that captures the mood in Big Tech’s race to build the pipes of AI without spooking investors. The arrangement, known as special purpose vehicle financing (SPV), allows an external entity [...]
Meta signs Nvidia deal as AI infrastructure bill soars February 18, 2026 Meta has announced a a multi-year partnership with Nvidia to expand its artificial intelligence (AI) infrastructure, as it continues to commit billions to data centres. The deal will grant the Facebook owner access to the chip giant’s latest processor, and covers deployments across Meta’s various branches. It will see the social media group roll out [...]
FTSE 100 Live: Zurich and Beazley £8bn deal gets time; Defence and bank stocks rally February 16, 2026 Good morning and welcome back to the City AM liveblog. The first round of 2026 tech wobbles kicked into action last week and revived fears of an AI bubble. When Anthropic released a new AI tool designed to help in-house legal teams triage agreements and draft routine responses, the reaction trickled down through law firms straight into [...]
The first tech wobble of 2026 revives AI bubble fears February 13, 2026 Following a swell of AI bubble scepticism at the back end of 2025, this year’s first market wobble has arrived early, landing squarely on global tech stocks. When Anthropic released a new AI tool designed to help in-house legal teams triage agreements and draft routine responses, the reaction trickled down through law firms straight into [...]
Relx reassures as AI fears hit data stocks February 12, 2026 Relx has sought to steady nerves with Thursday’s trading update, following a week of sharp AI-driven sell-off across legal and data stocks. The digital tool giant reported full-year results this morning showing revenue of £9.59bn for 2025, up from £9.43bn in 2024, representing seven per cent underlying growth. Reported operating profit rose to £3.03bn from [...]
Google’s 100-year bond ‘plays into’ AI bubble fears February 12, 2026 A rare 100-year bond issued by the owner of Google will compound fears that tech firms’ historic debt-fuelled capital expenditure is evidence of an AI bubble. But, this is a shot in the arm for the UK’s stuttering credit market, analyst have said. Alphabet raised £1bn of an astronomical $32bn (£23.4bn) borrowing spree via a [...]