AI

The global equity party is in full swing, with AI and energy demand spiking the punch

Nvidia's AI dominance sparks investor interest. But with a soaring stock price and looming competition, is buying the dip a smart move?

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.

The growth of technology is a great thematic for investors, but requires deep insight into global technology supply chains, over cycles.

When there is lots of jockeying for position in a developing industry, having exposure to the entire value chain can offer benefits.

Citi believes there are several short and long term reasons to remain “tactically bullish” on uranium - and for a massive target prediction!

Despite being one of 2023’s best performing global stocks, up almost 240%, at the time of writing, Nvidia’s share price has continued to rise by around another 150%...

Where there’s a crisis, there’s an opportunity

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?

When a great company isn’t a great investment