Silicon Valley has invented its own form of central planning Tech With so much capital focused on a small select group of companies like OpenAI and Microsoft we’ve created our own form of central planning, just with corporate overlords instead of government ones, says Lewis Liu The US stock market continues to march toward record territory, with everyone from Big Tech CEOs to Goldman Sachs speculating [...]
Molten Ventures eyes selling more Revolut shares after Nvidia investment Tech A major shareholder in Revolut is planning to further sell down its stake as the company looks to rebalance its investment portfolio. London-listed venture capital firm Molten Ventures recently sold shares in Revolut worth £26.3m but continues to hold a stake in the fintech darling worth £152m, the largest single shareholding in its more than [...]
Nvidia invests in Revolut as $75bn valuation secured Fintech Nvidia has invested in London fintech Revolut as the firm secured a $75bn (£57bn) valuation in a secondary share sale. The chip giant participated in the share sale via its venture capital arm, NVentures, alongside a group of top investors including Andreessen Horowitz, Franklin Templeton, and T. Rowe Price Associates. The transaction was led by [...]
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: UK staff get £45m as shares rocket November 20, 2025 Staff at the UK-headquartered arm of Nvidia received a boost of almost £45m thanks to a generous share save scheme which has since been significantly upgraded. Since 2012, the US chipmaker has allowed its employees to have up to 15 per cent of their earnings withheld to buy shares in the company at a 85 [...]
Nvidia smashes expectations as AI demand ‘shows no signs of slowing’ November 19, 2025 Nvidia shares jumped by over four per cent in after-hours trading, after the chipmaker delivered another blockbuster set of quarterly results. The tech behemoth comfortably beat Wall Street forecasts that reinforced the strength of the global AI boom. For the three months to 26 October, Nvidia reported earnings of $1.30 (£1.04) per share, ahead of expectations [...]
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 [...]
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 [...]
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. [...]