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Tech Stocks

February 20, 2025
This once internet behemoth is ready to rise again
The internet's rollout was built on its technology and now it's branching out into software services
February 20, 2025
Competition, tariffs and DeepSeek: How Nvidia overcomes its threats
After a period of remarkable growth, can the AI semiconductor company face down new threats?
February 14, 2025
Investors lose patience with 'Big Tech' AI spending
Earnings updates combined with the DeepSeek saga are shifting the narrative
February 07, 2025
What's behind Palantir's share price surge?
Palantir, like Tesla, is benefitting from its proximity to the levers of power in the US. But the investment case is different
February 04, 2025
Big tech should remember what made them giants
The Squeeze: Not everyone is convinced simply spending more on tech is the right solution
January 31, 2025
DeepSeek puts Silicon Valley's 'scale law' in doubt
American tech giants believe they just need more computers to build better AI 鈥� but China's DeepSeek has other ideas
January 30, 2025
The Nvidia blip teaches us an important lesson
In the Magnificent Seven era, investors must be alert to threats everywhere
January 28, 2025
DeepSeek: Chinese AI start-up rattles US tech stocks
DeepSeek AI became the US's most popular app over the weekend and knocked almost $1tn off the S&P 500
January 24, 2025
Texas Instruments still waiting for recovery
The semiconductor manufacturer is exposed to the cyclical automotive and industrial markets.
January 17, 2025
The stocks battling it out in the autonomous driving race
The self-driving car industry promises big profits but which companies are in pole position?

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