Filtronic and Computacenter shares jump as UK tech shrugs off tariff concerns Tech Investor appetite is shifting toward UK tech stocks as recent trade tensions, aggressive US tariffs, and mounting concerns over stretched valuations in American tech giants have upended the global investment landscape. With Trump’s sweeping tariffs triggering volatility across US markets, many investors are now looking to UK-listed firms for value, growth, and relative geopolitical stability. [...]
Nvidia stock: cheap as chips? Tech 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 [...]
DeepSeek: US AI tech giants face ‘Sputnik moment’ which could start new race Tech The rapid rise of Chinese AI startup DeepSeek has been described as the US tech sector’s ‘Sputnik moment’ which “may well kickstart a new, even more energetic race”. US tech stocks took a battering yesterday after gaining global attention over its seemingly cheaper AI model which sparked a sell off in shares for its competitors. The sudden [...]
Microsoft: Tech giant announces mammoth buyback and hikes dividend September 17, 2024 Tech giant Microsoft has announced a new $60bn share buyback programme and hiked its quarterly dividend by 10 per cent. This new shareholder cash return replaces Microsoft’s previous $60bn programme, which was launched in 2021, and has no set expiration date. According to data from Birinyi Associates, the cash return is the third-largest repurchase scheme [...]
Nvidia shares plunge: Are investors on the edge of ‘AI apathy’? September 4, 2024 Analysts are asking if we are at “peak Nvidia” or if the latest selloff is simply a healthy correction in an overheated market. Shares in Nvidia, the poster child for AI, plunged nearly 10 per cent on Tuesday, wiping out $279bn of value—the largest single-day loss ever recorded for a US stock. Since 19 August, [...]
Cathie Wood warns AI frenzy risks investor losses August 4, 2024 Tech investor Cathie Wood has warned that the fenzy around artificial intelligence that has boosted US tech stocks could leave investors scorched.