AI stocks to remain dominant in 2026, analysts predict December 19, 2025 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 [...]
12 predictions for AI in 2026 December 18, 2025 A year of building an AI business has given Lewis Liu a lot to think about. He gives us his 12 AI assumptions to live by in 2026.
‘High valuations alone rarely end a rally’ say UBS analysts on AI stock surge December 17, 2025 The rapid rise in the share prices of AI-adjacent stocks could continue well into 2026, analysts at one of Europe’s top banks have said. Valuations of top tech stocks have been running hot since the start of the year as investors rushed to build a stake in the burgeoning technology, with the US S&P 500 [...]
Google DeepMind partners with the government on AI innovation December 11, 2025 The government has struck a major deal with Google DeepMind which will see UK scientists gain priority access to its AI technologies. The Alphabet-owned AI giant will also create a new AI system aimed to cut government bureaucracy, and develop a version of Gemini – Google’s largest AI model – to be integrated into schools. [...]
Is Microsoft becoming the new Vodafone? December 11, 2025 America’s biggest tech firms – Microsoft, Amazon, Meta, Google – have thrown the kitchen sink at becoming leaders in AI. They have forked out whatever is necessary to get to the front of the race. The four firms spent a combined $16bn on capex in the first quarter of 2020. Fast-forward to the third quarter [...]
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 [...]
City policy chairman: London must seize chance to lead on AI December 8, 2025 Following the Budget, the UK can't afford complacency. From AI to pensions, here's how the City of London can lead, writes Chris Hayward.
The secret to a successful business AI strategy in the UK December 5, 2025 Artificial intelligence has become impossible to escape. The technology has been embedded into everything from messaging apps to design platforms, and with good reason. There is great value to be unlocked from AI, especially for businesses. However, for those who have yet to incorporate the technology into their day-to-day operations, this can understandably seem like [...]
Imperial College and Thomson Reuters bring AI lab to London December 2, 2025 London is staking its claim as a world-leading hub for AI research with the announcement of a new Frontier AI Lab, a partnership between Imperial College London and Thomson Reuters. The lab promises to bring cutting-edge AI development, until now largely the preserve of a handful of tech giants, to the heart of Britain’s capital. [...]
Autumn Budget: Reeves bets on AI – but did she play her strongest card last week? November 26, 2025 Rachel Reeves delivered what many had dubbed the “most anticipated Budget in years”, with industry eyes fixed on how she would position the UK in the global AI race. But just minutes before she even stood up at the despatch box, the Office for Budget Responsibility (OBR) unexpectedly leaked forecasts, fuelling speculation about the state [...]