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Tech Stocks
August 13, 2024
Why Silicon Valley isn't in charge of the AI boom
The Squeeze: Consumers lead investment decisions, not the other way around
August 09, 2024
Why Apple deserves to be worth more than its rivals
It has outsourced its capex expenses to the rest of the big technology companies
August 08, 2024
US stocks sweat over consumer spending
McDonald’s and Starbucks' latest results disappointed investors, but there are signs of life elsewhere
August 06, 2024
Why Netflix and Spotify are overvalued
The streaming companies' low gross margins do not justify their software-company-style premium valuations
August 02, 2024
Asian funds have a 'Magnificent Seven' problem too
High-flying tech stocks that dominate indices are causing issues all over the world
July 31, 2024
AI drives Microsoft and AMD earnings despite tech sell off
Microsoft says it will spend more to respond to rising demand for AI products
July 19, 2024
Mass IT outage hits airlines, banks and stock markets
London Stock Exchange among many companies and institutions impacted with businesses forced to close doors and consumers stranded
July 03, 2024
The lesser-known stocks profiting from data centres
Data centres require more than just computers – there are a lot of different suppliers involved
July 02, 2024
Cheap labour versus robots – which way will companies go?
The Squeeze: Apple wants to automate 50 per cent of its assembly line and reduce reliance on Chinese labour, but it comes with a cost
July 01, 2024
The hidden problems behind Big Tech's big splurge
Huge AI spending means the stocks are no longer capital light, which will eventually impact what made them successful
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