magnificent seven

These tech giants are laying down markers for how they see the next stage of tech evolution unfolding.

Ron Temple, Lazard's Chief Market Strategist, is doubling down on a view he shared with us six months ago.

A surprising trend is emerging: an increasing number of tech companies are starting to share their success through dividend payouts.

Um, the Magnificent Seven, of course. However, while sentiment is very strong across the board, Tesla looks shaky.

AI overhype fuels market highs and fears of a bubble. Discover why our top picks are poised for long-term growth.

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

Claremont Global head and co-portfolio manager Bob Desmond tunes out of macro noise and also the view that most US tech is overpriced

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.