AI

When a great company isn’t a great investment

One way to look at NVIDIA is it got lucky with crypto, then AI. But, NVIDIA is leveraging its luck into a game-changing future for tech.

We knew the energy transition would add to demand, but AI and data centers will push the supply-gap wider in a perfect storm for copper

Callum Newman of Fat Tail Investment Research explains how he uses algorithms to detect stress, risk and trades in the market

Strong share price momentum raises questions about investing in data centres. The below might help understanding the opportunity at hand

Valuation - the key to investment

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.

Large language models shrink, and become more useful

Like all good investments, the devil's in the details.

In a complex market environment, this article provides a four-step approach to identify promising long-term investment opportunities.

Some of the major players are beginning to slow. Is this the start of a new broadening trend?

Nvidia's insane success raises big questions in AI's booming world. Is this a bubble or a new normal?

Will AI spark a new era of speculation in junior mining stocks? That's what former geologist James Cooper believes. Read on to find out why.

As investment managers, one of the most important – but also one of the hardest – things to do is knowing when to admit you’ve made a mistake. And errors of judgment...

Stock markets are hitting all-time highs. And why not? Interest rates don’t look to be going any higher and there is no recession on the cards, least of all in the US....

AI is all the rage and while titans will rise and fall, the "winners" will enjoy most of the spoils. So, how to find them?

Nvidia is just doing Nvidia things, adding over $129 billion in market cap in after hours after delivering another bumper quarterly result.

The rapid pace of change in biotechnology is creating a golden age of innovation - and three experts share what they are watching.

The healthcare sector has made a stunning return after a poor 2023. Three experts share their thoughts on what happened and what to watch.

The AI rally has been nothing short of spectacular, so spectacular in fact that you may be asking "have I missed the boat?" Wrong