Strong earnings help US stocks defy oil shock and Iran tensions
But the idea that investors are somehow ignoring war risks ignores two points
Investors back Glanbia as a rare food company that might benefit from people eating less
Glanbia finds growth in a GLP-1 world
Google and Meta reveal uneven investor patience for AI
Alphabet’s shares rose sharply, while Meta’s lost almost a tenth of their value following release of financial results this week
Microsoft struggles to regain footing ahead of earnings report
Broader weakness across software stocks reflects investor concern that AI could ultimately disrupt Microsoft’s core business
Primark split marks end of AB Foods odd marriage
Demerger will create two FTSE 100 businesses and allow sharper focus in challenging market climate for clothing group
Tim Cook’s Apple: extraordinary gains and a stretched valuation
Apple’s product machine still hums along nicely, but critics note the absence of anything transformative in recent years
Bullish markets treat Trump’s high-volume rhetoric as background noise
Investors are pricing the US president less as a structural disrupter than as a volatile showman
Intel’s comeback gathers pace with record-breaking advance
Some readers may think they should have loaded up when the stock was dirt cheap. However, hindsight is easy; investing is anything but
SpaceX IPO shows how Wall Street bends to Musk
Rule adjustments being made by index providers are bending long-standing norms to accommodate a single company
Taco Trump: markets rise on crises that never quite happen
Stocks are profiting from the extinguishing of fires that didn’t need to be lit
Tesla slides, but valuation still looks wildly detached from reality
Some analysts are bearish on the electric vehicle maker but Tesla bulls have always valued hype rather than hard numbers
Iran’s parliament leader talks like a day-trading strategist
With the brisk and declarative tone of a trader on caffeine, one wonders if Wall Street might be his next posting
Magnificent seven no more as Big Tech stocks hit bear market territory
As investors rotate away from high-flying tech, the era of effortless outperformance seems to be over
How does SpaceX justify a $1.75 trillion valuation?
Starlink’s growth may justify optimism – but critics of Elon Musk say the numbers still require heroic assumptions