artificial intelligence

DeepSeek’s R1 AI model sent shockwaves through markets. Could it signal a major shift in AI demand and the future of the chip industry?

The investment group is backing AI winners and power suppliers as structural growth winners.

The market-thumping fund manager is looking to tomorrow's winners after producing big capital gains from owning the likes of Nvidia.

The boutique fundie is hunting for stocks that benefit from AI - without the insane valuations - using a "pragmatic value" approach.

The AI revolution is not a bubble, but rather a strategic imperative for companies seeking to survive and thrive in the future of technology

A year ago, we asked whether AI will ever be able to pick stocks like a human. As the headline suggests, the current answer is 'not yet'.

A year ago, we asked whether AI will ever be able to pick stocks like a human? Here, we get some answers.

U.S. tech stocks faced a sharp sell-off recently as investors reassessed lofty valuations following the release of a powerful open-source AI model by Chinese startup...

“Revolutionary technology” doesn’t boost productivity, profits or returns. Speculators in AI and crypto are the latest to delude themselves.

In this analysis piece, we examine whether DeepSeek's news is a blip or a game-changer for the ultra-bull market in mega-cap tech.