magnificent seven

In this episode of The Pitch, concentration is the game and working out the winners among the leaders is the challenge.

According to these two experts, investors should hold their fire.

Looking for a break from US mega-cap tech stocks? In this wire, I profile four outstanding UK mid-cap stocks owned in the Aoris portfolio.

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

Plus, a closer look at the bubble-like conditions in the US technology sector.

Bubble or boom? Investors ask the question as markets hit all-time highs.

The spectre of dominant corporations losing their momentum hangs heavy, conjuring images of fallen giants like Exxon and General Motors in the 1980s and 1990s....

There may be valuation concerns around The Magnificent Seven, but there’s no reason value investors can’t still get exposure to the AI-boom.

Patience is widely understood to be a virtue in investing. Many clients and investment committees pride themselves on their willingness to stick with high-conviction...

Two investors share whether they believe this AI narrative will ever see a stumbling block.

In January, Microsoft joined Apple in achieving a $3 trillion valuation.

What might next year bring?

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