Big Tech cashes in on £1 trillion ad market boom December 11, 2025 The global ad market is booming, with spend forecast to reach $1.19 (£1.04) trillion in 2025, up 8.9 per cent from last year, according to WARC’s recent report. Growth is projected to accelerate to $1.30 trillion in 2026 and $1.40 trillion by 2027, a doubling in size since the pandemic. But while the market is [...]
How Natwest, Lloyds, Barclays and HSBC fired up the FTSE 100 in 2025 December 9, 2025 If 2025 was supposed to be the year of the AI bubble, nobody told Britain’s banking giants. Amidst the noise of the US tech boom, the UK’s FTSE 100 banking heavyweights, Natwest, Lloyds, Barclays, and HSBC, have staged a formidable, if understated, rally. Lloyds delivered an astonishing 75.8 per cent gain, while Barclays surged 65 [...]
Big Tech pays up as Reeves keeps digital tax November 27, 2025 The Treasury slipped out its long-awaited review of the UK’s Digital Services Tax alongside yesterday’s Budget – and despite months of diplomatic sabre-rattling from Washington, the government is digging in. Big Tech, it seems, will still have to cough up. The report, required by legislation and published with all the enthusiasm of a rainy Tuesday, [...]
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 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 [...]
AI bubble fears dismissed as sector bets on lasting tech boom October 31, 2025 Federal reserve chair Jerome Powell recently poured cold water on mounting fears that the AI boom is heading for a spectacular bust, arguing that the current surge in investment bears little resemblance to the dot-com frenzy that ended in tears two decades ago. In a press conference following the Fed’s latest rate decision this week, [...]
Apple and Amazon defy Wall Street gloom on iPhone and cloud sales October 31, 2025 Tech behemoths Apple and Amazon have defied expectations with results that outshone Wall Street forecasts, rounding off a big week of earnings from the world’s most powerful firms. Both companies posted double-digit revenue growth and upbeat outlooks, calming investor nerves after a rocky few days for the wider tech sector. While Apple reported a surge [...]
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 [...]