AI bubble tensions flare after Wall Street’s £750bn hit Tech The bubbling market tensions continued to simmer on Monday as Wall Street sprung back to life after a week of AI jitters and tech nerves. US markets were coming off a week where AI-related firms lost over £750bn in market value led by a £350bn plunge in chipmaker Nvidia, which lost nearly ten per cent [...]
Tech stocks fall again as AI bubble fears mount Tech 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. [...]
Tech stocks plunge after Big Short investor bets against AI Tech 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 [...]
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 [...]
Google dodges Chrome breakup, but faces new pressures September 3, 2025 Alphabet’s Google scored a partial victory in Washington after a US federal judge ruled it will not be forced to sell its Chrome browser or Android operating system as part of a landmark antitrust case. But the court stopped short of giving the tech giant a free pass, ordering it to share search data with [...]
Visma to snub Amsterdam for London IPO in rare win for Britain’s stalling market June 26, 2025 Norwegian software giant Visma has provisionally selected London over Amsterdam for its upcoming IPO, a rare win for the UK’s shrinking public markets as the country battles to remain a viable home for high-growth tech listings. The €19bn firm – backed by British private equity firm Hg – has chosen the capital because of its [...]
Microsoft is past its glory days says UK fund manager May 19, 2025 Liontrust’s global innovation fund team made a striking call that bucks the conventional wisdom of leading tech stocks by saying that Microsoft, one of the world’s most valuable firms, may no longer be a long-term winner. Storm Uru and Clare Pleydell-Bouverie, co-managers of Liontrust’s Innovation Fund, have told City AM they no longer hold any [...]
Polar Capital stock downgraded amid warning of dividend cut April 14, 2025 Polar Capital has been downgraded by two different City analysts after its assets fell significantly more than had been expected by forecasts. The tech-focused asset manager lost £2.4bn over the last quarter almost entirely due to £2.3bn of losses in investment returns, as US tech giants have struggled to match the stock price returns of [...]
Nvidia stock: cheap as chips? March 13, 2025 Nvidia’s stock has dropped this year, making it one of the cheaper options among its tech rivals. While many investors are concerned about increasing competition and potential trade policy effects, others see it as a strong buying opportunity. The stock market’s AI darling has dropped 14 per cent in 2025, bringing its valuation down to [...]
CurrentBody: Owner of beauty tech firm used by Kim Kardashian and Serena Williams eyes £350m London Stock Exchange float February 4, 2025 The group behind beauty technology company CurrentBody is eyeing a float on the London Stock Exchange which could be worth £350m. The Beauty Tech Group has lined up Berenberg to lead the business through an initial public offering (IPO), according to a report first published by Sky News. The group is headquartered in Manchester and [...]