Betting on football is hard – betting on World Cup stocks is harder
Using the World Cup as a read-through for picking shares is of questionable value
Stock market is now ‘as wild as it was during the tech-stock bubble’
The gap between winning and losing stocks is at its widest in years
The AI bubble question: is Anthropic justified at $1tn?
AI giant’s revenue is more than doubling every quarter
SpaceX prepares for lift-off, but investors should pause
Analyst says IPO looks ‘like a way to lure unsuspecting investors into paying off’ debt, ‘fund an increasingly costly AI race and lock in a trillion-dollar pay day’
Albert Manifold’s BP exit defies easy conclusions
Investors, at least, seem less interested in assigning blame than in whether BP sticks to the strategy that has recently improved its fortunes
Conviction of short seller Andrew Left is not ‘a sad day for free speech’
Conventional long investing is obviously a good thing, but pumping and dumping stocks isn’t, nor are ‘short and distort’ schemes
Nvidia shares fell after earnings, but does it matter?
Shares have invariably resumed upward trajectory after post-results retreat on strong numbers in each of past three quarters
SpaceX, OpenAI and Anthropic: a mega-IPO wave is coming
With listings now occurring later in a company’s life cycle, there could be implications for post-IPO share price performance
SpaceX IPO prospectus raises more questions than answers
Roughly 90% of the touted $28.5tn ‘market opportunity’ pertains not to space but to AI and adjacent data-centre services
‘Lower-value human capital’: banking boss too honest about AI job losses
Insensitive wording cannot divert from the reality that investment in AI only makes sense if work requires fewer employees
Sam Altman under scrutiny as OpenAI heads for IPO
ChatGPT group founder’s reputation has taken a battering in a courtroom battle that was ultimately decided on a technicality
Are Ryanair’s shares a ‘bargain’ as some analysts suggest?
Airline and analysts think it is well placed in longer term compared to rivals despite 25% slump in share price
Michael Burry sounds alarm, but markets send mixed signals
Is Big Short investor’s dot-com bubble comparison right? The difficulty, as ever, is timing
Britain’s politics meets the bond market reality check
The UK does not set the price of its borrowing unilaterally, a lesson one Labour leadership hopeful must learn
Nvidia closes out earnings season as expectations stay high
The world’s most valuable company has rallied hard into this report, soaring more than 40 per cent over the past six weeks















