The competition is coming for NvidiaChipmaker expects to maintain 76% profit margins but enormous margins mean competition is inevitableTue Feb 27 2024 - 06:00
Amazon joins the irrelevant DowAlmost all important indices are weighted by market capitalisation, but the Dow is a price-weighted indexMon Feb 26 2024 - 06:00
Nvidia’s huge gains are not another dotcom bubble Chipmaker’s shares would have to more than triple over the next year to resemble the Cisco bubbleSun Feb 25 2024 - 06:00
Why older people are prone to financial scams University of Florida study says older people lose out because they are more reluctant to concede first impressions might be mistakenSat Feb 24 2024 - 10:00
Analysts sanguine over tech dominance of top markets Global indices are becoming less diversified, meaning we are all technology investors nowTue Feb 20 2024 - 06:00
Nvidia investors betting on big earnings beatAnything less than blowout earnings could cause a sell-off with one analyst warning of downside of up to 30%Mon Feb 19 2024 - 06:00
Buyer beware of skyrocketing Arm shares Arm trades on 90 times estimated earnings with just 10% free float and a looming lock-in expirySun Feb 18 2024 - 06:00
Travel giant Tui the latest stock to quit struggling UK marketLondon’s main problem is the same as Dublin’s – the greater liquidity and higher valuations on offer in the USSat Feb 17 2024 - 06:00
Apple shares look pricey as growth slowsApple trades on 29 times earnings, almost 50% above its average of 20 over the last decadeTue Feb 13 2024 - 05:30
The magnificent seven stocks are growing apart Results and share price performance of top stocks has been very different in recent timesMon Feb 12 2024 - 06:00
Forget Tesla: Eli Lilly can join magnificent seven clubDrug maker trades on multiples unheard of in pharma sector over anticipated sales of weight loss drugSun Feb 11 2024 - 06:00
Bill Ackman can profit from his controversial tweeting High public profile might pay off for his new fund which will feature a chunky feeSat Feb 10 2024 - 06:00
Morgan Stanley says the time for investors to make ‘easy money’ is gone – is it right?Stocktake: In reality, there’s no such thing as easy money – it only seems that way after the eventTue Feb 06 2024 - 05:45
Hedge fund billionaire Ken Griffin condemns Harvard’s ‘whiny snowflakes’Stocktake: Ken Griffin donated $300m to Harvard last April but has become the latest billionaire to put the boot into Harvard UniversityMon Feb 05 2024 - 06:00
Is Novo Nordisk set to become Europe’s first trillionaire company? Stocktake: Europe’s most valuable company last week exceeded a market value of $500bn after reporting better-than-expected earningsSun Feb 04 2024 - 07:00
Elon Musk’s record $55.8bn pay package was always absurd Stocktake: Musk’s incentive package dating from 2018 was the largest executive compensation plan in historySat Feb 03 2024 - 06:00
Eli Lilly soars as Pfizer suffers post-Covid hangoverSuccess of diabetes and weight loss drugs see share value more than triple over past three yearsTue Jan 30 2024 - 06:00
Bubble talk increases as stocks of tech giants roar higher Analysts fret as top 10 S&P 500 stocks account for over 30% of index, the largest share in over 40 yearsMon Jan 29 2024 - 05:00
Bitcoin: buying the rumour, selling the news Bitcoin retreats as speculators book profits after crypto’s fierce run-up to much-anticipated ETF launchSun Jan 28 2024 - 06:00
Investors fume over ‘evil’ Vanguard’s refusal to offer bitcoin ETFs Fund giant sticks to principles on type of investment it offers clientsSat Jan 27 2024 - 06:00
Tesla bulls and bears call out Musk’s ‘blackmail’CEO threatens to develop projects in robotics and artificial intelligence outside Tesla unless his stake is nearly doubled to 25%Tue Jan 23 2024 - 06:00
Are fund managers too bullish about stocks?Bank of America fund manager survey suggests stocks may be vulnerable to any disappointmentsMon Jan 22 2024 - 06:00
Bill Ackman should keep his opinions to himself and stick to investingUltra-competitive hedge fund founder has got himself enmeshed in the US’s culture warsSun Jan 21 2024 - 07:00
Geopolitical tensions darken mood at DavosThis will be the biggest election year in history, with eight of the world’s most populous countries holding ballotsSat Jan 20 2024 - 06:00
Tesla investors shrug at latest Elon Musk controversy Allegations not seen impacting company share priceTue Jan 16 2024 - 05:00
New bitcoin ETFs excite crypto bullsUS regulator’s approval seen as victory for industry despite warnings about ‘myriad risks’Tue Jan 16 2024 - 05:00
Working from home isn’t hurting companiesA new study shows return to office rules more common in poor performing companiesSun Jan 14 2024 - 06:30
Boeing’s safety record causes investors to flee737 Max-9 incident is latest in a line of issues at the plane makerSat Jan 13 2024 - 06:30
Unhappy birthday for FTSE 100 as it turns 40 Returns on UK stocks have proved especially disappointing over the past two decadesTue Jan 09 2024 - 06:00
Apple’s market valuation is worrying analysts Stock may be at risk in the event of unexpected newsTue Jan 09 2024 - 06:00
Magnificent seven stocks suffer from new year hangoverTheir collective market capitalisation fell by some $250bn on the first trading day of 2024. What does it mean?Tue Jan 09 2024 - 05:30
Is Tesla really an AI or robotics stock? To help justify its market capitalisation, Elon Musk has tweeted that Tesla 'is an AI/robotics company that appears to many to be a car company'Mon Jan 08 2024 - 14:02
Markets stay calm about Trump – for now Risk is that US voters ‘demonstrate disregard for the constitution, the rule of law and the reputation and role of the US abroad’Tue Dec 19 2023 - 05:00
Will investors look beyond the magnificent seven in 2024?Davy does not expect a repeat of 2023 as recent market activity highlights broader recent rally in S&P 500Mon Dec 18 2023 - 05:00
Pfizer outlook gloomy after annus horribilis in 2023Pharmaceutical giant suffers a post-Covid-19 hangover as demand for pandemic vaccines and medicines falls sharplySun Dec 17 2023 - 07:00
Retirees should buy stocks, not bonds, study suggestsBonds provide psychological comfort but the 60:40 strategy ‘comes at too high a price’ in investor returnSat Dec 16 2023 - 07:00
Charlie Munger was right to say investors need to remain stoic about market crashes ‘If you’re not willing to react with equanimity to a market price decline of 50% two or three times a century, you’re not fit to be a common shareholder’Tue Dec 12 2023 - 05:45
Why is hedge fund manager Bill Ackman so supportive of Elon Musk?Ackman, who holds a stake in X/Twitter, is uncharacteristically forgiving of the tech billionaireMon Dec 11 2023 - 05:45
Apple remains the top dog in US stock markets $3tn valuationApple first became the most valuable US company in 2011Sun Dec 10 2023 - 06:00
Did stock traders profit from Hamas attack on Israel?Study argued that short sellers made hundreds of millions by anticipating the attacks but it badly misread the numbersSat Dec 09 2023 - 06:00
The ‘magnificent seven’: a bubble about to burst? Comparisons have been drawn with the Nifty Fifty and tech around 2000Tue Dec 05 2023 - 05:00
Shein IPO points to improved market sentiment Despite controversy, Chinese fast-fashion giant will be seen as sign of renewed optimism in stocksMon Dec 04 2023 - 05:00
Don’t try to time the market in 2024 Missing just a few trading days can be very costly for your portfolioSun Dec 03 2023 - 05:00
Charlie Munger was right about ‘worthless’ funds Warren Buffett’s right-hand man railed against active fund managementSat Dec 02 2023 - 05:00
Short seller Jim Chanos should be viewed by investors as a hero, not a zero Chanos famously exposed the Enron scandal in 2001. He warned the G7 in May 2007 that a global financial crisis was comingTue Nov 28 2023 - 05:00
Nvidia shares slip despite ‘epic’ earnings but outlook remains bullishEarnings per share and revenue both topped analyst expectationsMon Nov 27 2023 - 05:30
Microsoft the big winner from chaos at OpenAI Shares in the $2.8 trillion tech giant are up almost 60% this year, and much of that is AI-relatedSun Nov 26 2023 - 06:00
CRH’s move to New York stock market justified by share price rally CRH had long traded at a discount to US competitorsSat Nov 25 2023 - 06:00
Investors are focused on inflation, not Gaza Fears regarding a more volatile regional conflict, potentially involving Iran-backed Hezbollah, have dissipatedTue Nov 21 2023 - 06:00
Investors keep piling into Big Tech - but are they right?Analyst finds just one of “magnificent seven” ranks among more than 130 US companies growing earnings by over 25%Tue Nov 21 2023 - 05:00
