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 [...]
Are American stocks too expensive? January 14, 2025 American stocks are expensive – really expensive. The way analysts measure how expensive stocks are is looking at the ratio of their price to the company’s annual earnings. Goldman Sachs has calculated that even excluding the largest technology companies, US market valuations are at a 20-year peak, currently sitting at a ratio of 19.3 price [...]
Tech stock boom starts to show cracks June 2, 2024 Tech stocks are starting to suffer as customers are keeping their purse strings tight when it comes to adopting new software services.
Uber: U-turn for company as it reverses back to a loss May 8, 2024 Uber said it swung to the loss due to the revaluation of its equity investments and the costs of legal settlements related to its drivers.
Wayve: Nvidia and Microsoft back British self-driving startup in boost for UK’s AI goals May 7, 2024 Wayve has conducted trials on UK public roads since 2018 and has already partnered with delivery fleets from Asda and Ocado.
System1 to resume dividends after topping profit forecasts April 16, 2024 System1 said it expects to record pre-tax profit of £2.8m for the year ended 31 March 2024, up £2.1m on 2023.
Competition watchdog issues warning on AI foundation models like ChatGPT April 12, 2024 The CMA said it is concerned about the concentration of market power among a handful of incumbent technology giants' AI models.