FTSE 100 Live: Next sales jump; GSK profit upgrade October 29, 2025 Good morning from the City AM liveblog team. If there are fears about an AI bubble, no one’s telling the folk over on Wall Street. Yesterday both Apple and Microsoft saw their stocks jump, making them both $4tn companies, joining an exclusive club of which chipmaker Nvidia is the only other member. This was the [...]
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 [...]
Why are asset managers turning away from the US? October 28, 2025 Asset managers are increasingly choosing to diversify their portfolios away from US stocks, despite Wall Street’s pronounced rally, as fears over being overexposed to secular markets grows. US markets saw a significant bounce back in recent months, shaking off the lows that followed Trump’s tariff announcement in April, with investors not yet losing their appetite [...]
Will Big Tech earnings pop the AI bubble? October 28, 2025 This week, the world’s most powerful firms, Microsoft, Meta, Alphabet, Amazon and Apple, will announce their quarterly results, which could either propel Wall Street to new highs or puncture the AI so-called ‘bubble’. Together, these five firms make up a quarter of the S&P 500’s value, and have collectively added over $6tr (£4.5tr) to their [...]
AI browser wars: How Gemini and Atlas are redefining the attention economy October 28, 2025 The new generation of AI browsers, from OpenAI’s Atlas to Google’s Gemini, aren't about search, but sense-making, writes Paul Armstrong.
Messi signs new Inter Miami deal with $1bn stadium project in final stages October 24, 2025 Lionel Messi has signed a three-year deal to extend his spell in the United States with MLS club Inter Miami. The Argentine joined Inter Miami – owned by David Beckham, Jorge Mas and Jose Mas – in 2023 on a deal reportedly worth $60m a year and over $150m in total. It also promised the [...]
Eon Productions’ James Bond pay day revealed October 23, 2025 Eon Productions received $20m (£15m) from the sale of the James Bond franchise earlier this year, it has been revealed for the first time. In February, James Bond producers Barbara Broccoli and Michael G. Wilson agreed to sell creative control to Amazon MGM Studios for a reported $1bn. Exact financial terms of the deal, which [...]
Apple hit with new antitrust complaint amid Big Tech scrutiny October 22, 2025 Apple has been hit with a new antitrust complaint in Brussels in the latest blow to the tech giant as global regulators tighten their grip on Big Tech. The joint complaint, filed on Wednesday, alleges that Apple’s App Store rules and device terms of service violate the new digital competition regime. It has been filed [...]
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Aston Martin DBX S review: Our favourite luxury SUV October 21, 2025 When Aston Martin introduced the DBX707 in 2022, it expected this faster, more expensive model to account for 50 percent of DBX sales. Instead, fully 90 percent of customers plumped for the 707hp newcomer, and the original 550hp DBX was discontinued soon afterwards. The message was clear: Aston Martin buyers wanted more performance and they [...]