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Tech Stocks
January 10, 2025
Are semiconductor stocks now good value?
Weak sentiment in the second half of 2024 has created a more attractive environment for investors
December 24, 2024
Why Nvidia has a concentration problem
The Squeeze: Just four customers make up 50 per cent of Nvidia's revenue, and they are predictable names
December 20, 2024
Broadcom steps up to challenge Nvidia
The semiconductor's partnership with OpenAI is a threat to Nvidia's AI computing monopoly
December 19, 2024
Four charts that tell the story of 2024
From the US election outcome to the return of business travel, we take a visual look at the year just gone
December 13, 2024
Two AI stocks without the China trade war risk
Nvidia is in the crosshairs and the war of words between the US and China ramps up – so it's wise to look further afield
December 03, 2024
The UK tech stocks worth owning
The Analyst: The UK tech sector sits in the shadow of its US peer, but there is lots to like, says Robin Hardy
November 28, 2024
THG spells out spin-out plans for Ingenuity
Company will focus on its beauty and nutrition businesses
November 15, 2024
Scottish Mortgage goes against the grain with Nvidia
The global trust zigs when others are zagging
October 30, 2024
Alphabet leads strong start to US tech earnings
Cloud computing revenue increased more than expected thanks to its AI services
October 25, 2024
The semiconductor stocks set to win as the cycle turns
The AI industry is still growing, but the rest of the chip market is seeing a surprisingly slow recovery
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