big tech

Its valuation is unappealing and it’s extremely top-heavy. If these variables revert to historical means, investors will sustain losses.

OpenAI's leadership shakeup: CEO Altman out, Twitch's Shear in, amid Microsoft's strategic moves and employee upheaval.

Market returns have been dominated by the tech sector, and Atrium's Brendan Paul believes this concentration risk is an opportunity.

TikTok has changed the consumer experience forever with a hyper-personalised discovery experience that can beat the US incumbents.

The cyclical nature of cloud spend is a positive signal, demonstrating the flexible and scalable nature of cloud computing.

How do you gain exposure to artificial intelligence without taking on unnecessary risk?

Introduction In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner re:Invent conference in Las Vegas, drawing 5,000...

Just like the end of a calendar year, July is a time for reflection for investors. I've seen FY21/22 already been described as a year of "all pain and no gain" - a...

Welcome to Charts and Caffeine - Livewire's pre-market open news and analysis wrap. We'll get you across the overnight session and share our best insights to get you...

In this three-part interview series with portfolio manager Bob Desmond we first talked about Claremont’s outlook and strategy. We then ran the tape back a year and...