Meet the fund manager: Stephen Yiu on Meta, Nvidia and cashing in on the AI boom April 29, 2024 In this weekly series, investment reporter Elliot Gulliver-Needham sits down with a fund manager for a Q&A. This week, we’re hearing from Stephen Yiu, manager of Blue Whale Growth fund.
Amazon: AWS, Prime and AI set to drive first-quarter earnings April 28, 2024 Analysts said that Amazon has recently got its mojo back after losing momentum over the last few years.
Global top 50 companies: UK absent as American tech triumphs April 22, 2024 There are now no UK companies among the top 50 largest listed companies in the world, as the British economy has struggled to compete with the dominance of American tech firms.
‘Magnificent Seven’ sell-off ahead of big week for big tech April 22, 2024 Big tech share prices have been dented by a sector-wide sell-off of risky assets ahead of four "Big six" firms reporting Q1 results.
Semiconductor giant ASML says sales blip is ‘warning sign’ for chip-makers like Apple supplier TSMC and Intel April 17, 2024 ASML designs and builds the systems and software used in the production of microchips, which are essential for data centres.
Is there an AI bubble and will it burst? April 10, 2024 As stocks like Nvidia have risen over 200 per cent in the last year, some are worried an AI bubble is emerging. Jess Jones and Elliot Gulliver-Needham take a closer look
Are LVMH, Nestle, L’Oreal and Hermes Europe’s alternative to Microsoft, Apple, Nvidia and Tesla? April 9, 2024 Much has been made of the 'Magnificent Seven' tech stocks - Meta, Apple, Amazon. Alphabet, Microsoft, Nvidia and Tesla - which have dominated the US market amid a boom in demand for AI and, until recently, more optimism over potential interest rate cuts.
Arm is overvalued, will struggle to keep up with Nvidia says new report April 8, 2024 Arm is also unlikely to match the long-term earnings potential of its meatier rival Nvidia, according to a Morningstar report.
Are Tesla and Apple losing the big tech war? Here’s how Microsoft, Meta, Amazon, Nvidia and Alphabet compare April 6, 2024 Tesla has tanked over 30 per cent while Apple is down roughly nine per cent since year to date, compared to the S&P 500 which has risen.
Nvidia, Arm, Micron, TSMC: how four of the biggest semiconductor stocks have performed this year March 29, 2024 Nvidia, Arm, Micron and TSMC are the semiconductor stocks making big strides amid the booming AI industry.