From $1tn to $5 tn in two years: Nvidia and the perils of predicting stock bubblesNvidia’s extraordinary gains have been matched by extraordinary earningsSun Nov 02 2025 - 06:47
Tesla’s trillion-dollar plea: Won’t somebody think of Elon Musk?As investors prepare to vote, the board warns the world’s richest man may walk away — and the stakes could not be higherSat Nov 01 2025 - 06:35
Picasso’s vertical paintings, Elon Musk’s trillion-dollar pay package, and the art of stock valuationStock markets are more efficient than art auctions, but still not perfectTue Oct 28 2025 - 06:00
US stocks look pricey, but bubble talk is overblownBillionaire money manager Cliff Asness agrees stocks are expensive but using the ‘B’ word is prematureMon Oct 27 2025 - 06:00
Betting against Trump acting would have earned investors a 12% return Between January 20th and September 30th, a simple strategy of betting against Trump acting would have earned a positive returnSun Oct 26 2025 - 06:00
Apple heads into earnings with optimism and lofty valuationOnce a laggard among US tech giants, shares have surged more than 50% since AprilSat Oct 25 2025 - 06:00
European spending on ChatGPT stalls despite soaring OpenAI valuationWhile weekly user numbers continue to climb, the number willing to pay for the technology is levelling offTue Oct 21 2025 - 05:00
Michael O’Leary’s warning for EasyJet starts to sound prescientWith a market capitalisation of €4.24bn, EasyJet trades at less than half its pre-Covid price and a seventh of Ryanair’sMon Oct 20 2025 - 05:00
AI bubble warnings abound, but over-caution can be costlyHistory has been harsher on ‘sideline-sitters’ than on disciplined investors who resist temptation to jump in and out of the marketSun Oct 19 2025 - 06:00
The gold rally: fear, politics and momentumGlobal debt pile and weaponisation of the dollar give ‘great debasement’ thesis some sparkle, but story dulls on inspectionSat Oct 18 2025 - 06:00
Loud analysts on LinkedIn are often wrong but are rewarded anywayThe study’s advice is simple: judge professionals by their record, not their rhetoricTue Oct 14 2025 - 05:24
Risk rises as market highs again powered by the magnificent seven tech stocksConcentration at the top is ‘extreme’, as the five largest S&P 500 stocks account for more than 25% of index’s valueMon Oct 13 2025 - 05:16
ETF investing anomaly endures as deemed disposal left untouched in budgetInvestors must frequently calculate notional gains and pay tax on profits they haven’t realisedSun Oct 12 2025 - 06:07
OpenAI’s network of deals is propping up the AI boomObvious risk is if ChatGPT growth falters, mutual benefit could flip into mutual impairmentSat Oct 11 2025 - 06:33
Stock market FOMO bites harder in democraciesInformation flows more efficiently in democracies, including bad ideas, particularly when money is involvedTue Sept 23 2025 - 05:00
Share slump overshadows BYD’s European breakthrough over TeslaChinese car maker’s overseas sales more than doubled in the first half of 2025, overtaking Tesla in Europe for the first timeMon Sept 22 2025 - 05:00
Trump suggests ending quarterly reporting, raising questions for investorsProposal has resurfaced just as recent earnings reports from listed companies have begun to expose the costs of his trade warsSun Sept 21 2025 - 06:00
Ego or strategy? The motives behind Elon Musk’s $1bn Tesla buySceptics note Tesla boss bought company shares after he had been briefly supplanted by Oracle’s Larry Ellison as world’s richest man Sat Sept 20 2025 - 06:00
Novo versus Lilly spotlights wider Europe-US corporate divideUS firms usually look leaner than their European counterparts when judged by revenue per employeeTue Sept 16 2025 - 05:45
Apple’s ‘awe-dropping’ launch leaves investors underwhelmedSlimmer iPhone not enough to outweigh lofty valuation and AI questions unresolvedMon Sept 15 2025 - 05:52
Tesla’s trillion-dollar pay package shows Elon Musk desires control, not just wealthDespite bizarre behaviour that has tarnished car maker’s brand, investors still believe in him Sun Sept 14 2025 - 06:16
Oracle’s share price surge suggests the AI trade still has momentumLarry Ellison’s personal fortune rose by more than $88bn overnight, the biggest one-day wealth gain in historySat Sept 13 2025 - 06:02
Nestlé joins global trend of ousting chief executives for romanceChief executives are on notice that what begins as personal can swiftly become very publicTue Sept 09 2025 - 06:00
ChatGPT rides to the rescue for Google investorsBy shaking confidence in Google’s dominance, AI gave a judge a reason to tread lightly despite finding it to be an illegal monopolistMon Sept 08 2025 - 06:00
Tesla and Musk sell utopia while European sales slumpShares are still up by half over the past year, despite multiple major earnings misses and shrinking EV salesSun Sept 07 2025 - 10:00
While Dalio warns of Trump and autocracy, Ackman minds the mortgage formsMoney manager Cliff Asness is famously blunt but feels fear in the current environmentSat Sept 06 2025 - 10:00
Bigger font, smaller fees: a nudge investors needStudy shows fees have a bigger impact on investments the more prominent they areTue Sept 02 2025 - 05:10
Nvidia, Apple and the truth of concentration fearsIf one company sneezes, might the whole index catch a cold? Mon Sept 01 2025 - 05:09
Markets shrug as Trump tests the Fed’s guardrailsTraders bet the institution can withstand the presidentSun Aug 31 2025 - 05:08
Confidence in Nvidia endures despite slowing growthInvestors remain optimistic for nowSat Aug 30 2025 - 05:07
European defence stocks hit pause as Donald Trump rolls the peace camerasEuropean defence stocks have become crowded trades, with valuations stretched after a blistering rallyTue Aug 26 2025 - 05:04
Palantir’s valuation remains nuts, but does it matter?The valuation may be insane, but momentum traders aren’t looking for sanityMon Aug 25 2025 - 06:00
Underowned Nvidia faces test with upcoming earningsBulls will hope another blockbuster report leaves Nvidia holdouts with little choice but to pay upSun Aug 24 2025 - 06:34
US tech bubble talk is overblownPlenty of top tech stocks could still prove good valueSat Aug 23 2025 - 06:21
Short sellers ridicule fund managers’ vanishing attention spansMuch of their work simply re-examines public filings overlooked by other professionals, exposing how often investing ‘experts’ miss the obviousTue Aug 19 2025 - 05:02
Eli Lilly’s weight-loss breakthroughs face brutal investor scrutiny Perfection was priced in, anything less provoked panic as shares were hit with worst one-day drop in 25 yearsMon Aug 18 2025 - 06:00
Kingspan trades profit for position in US roofing raceBank of America likes the sound of the Cavan-based giant’s US push, but there is little margin for misstepsSun Aug 17 2025 - 06:15
Intel chief executive learns the art of staying in Trump’s good booksLip-Bu Tan’s initial sin was not cultivating a personal relationship with Trump, says one analystSat Aug 16 2025 - 06:42
Is OpenAI really worth $500bn?Momentum is driving prices of loss-making tech stocksTue Aug 12 2025 - 06:01
Is Warren Buffett’s retirement driving Berkshire’s share price slump?Stock’s price likely a bigger factor than the 94-year-old founder’s looming retirementMon Aug 11 2025 - 06:00
Tesla’s $30bn message to Musk: never mind performance, just don’t leaveWill an extra wad persuade the world’s richest and arguably most distracted man to become, well, less distracted?Sun Aug 10 2025 - 06:15
Why investors should fear Trump’s war on statisticsThe sacking of Erika McEntarfer has spooked Wall Street banks, which are briefing clients that it undermines the credibility of labour and inflation figuresSat Aug 09 2025 - 06:15
The truth about financial advice: we do not actually want guidanceA recent study claims we don’t want better advice, but better justificationTue Aug 05 2025 - 06:00
‘A slow-moving car crash’: Novo Nordisk’s troubles keep mountingNovo Nordisk has now lost two-thirds of its value in little over a yearMon Aug 04 2025 - 06:48
AstraZeneca’s potential exit raises alarm for UK markets‘I definitely love America,’ says chief executive Pascal Soriot, among other gushing statementsSun Aug 03 2025 - 06:34
Zuckerberg’s ‘mercenary’ AI binge is paying off on Wall StreetInvestors are showing a more forgiving streak after the damp squib that was the metaverseSat Aug 02 2025 - 06:26
After Donald Trump’s presidential win, green investing gets personalClimate-themed funds were treated less as a financial bet, than a moral statement by some investorsTue Jul 29 2025 - 05:36
Top seven tech firms’ earnings put AI divide in sharp focusFor tech’s biggest names, AI is the dividing line between leading and laggingMon Jul 28 2025 - 05:30
Ryanair boss Michael O’Leary takes aim at governments, rivals and unionsRyanair’s latest earning’s call was less of a corporate update and more like a roast Sun Jul 27 2025 - 06:15
Can former building giant CRH boss Albert Manifold bring clarity to struggling BP?It comes as the energy giant struggles with debt, strategic confusion, and activist investor pressureSat Jul 26 2025 - 06:15
