Stock Market News & Views

While AI stocks continue smashing records, one of the market’s favourite risk assets is moving in the opposite direction. This analysis explores why crypto is underperforming during a bull market, how AI is attracting capital away from digital assets, and whether investors should be worried about growing signs of speculation. Bitcoin struggles in the AI

This British technology success story is attempting to transform itself from a behind-the-scenes chip designer into a major AI player. In this analysis, we examine the opportunities created by artificial intelligence, edge computing and next-generation PCs, and whether the company can justify the lofty valuation required to reach trillion-dollar status. Will ARM Holdings become Britain’s

One of the most anticipated IPOs in financial history is finally approaching public markets. In this analysis, we examine the opportunities and risks surrounding the trillion-dollar space and satellite giant, what its prospectus reveals about growth and profitability, and whether investors should buy into the next frontier technology boom. Five Takeaways from SpaceX’s Prospectus The

This little-known European materials and recycling group may be sitting on significant hidden value. In this analysis, we explore why investors are becoming increasingly bullish on the company’s restructuring plans, rising metals prices, and potential asset sales, and whether the stock could be preparing for a major long-term breakout. Umicore Belgium’s hidden treat When you

AI stocks have delivered huge returns for investors in recent years. With Big Tech companies like Amazon, Alphabet, and Microsoft spending hundreds of billions of dollars on AI infrastructure in an effort to get an edge in the AI arms race, businesses that make chips, networking equipment, and other data centre equipment have seen their

Stock markets continue pushing higher, but a warning signal is flashing in the background: government bond yields are surging across the world. In this analysis, we explore why rising borrowing costs could become a major threat to equities, how inflation and energy shortages are driving bond markets higher, and why investors should not ignore mounting

This fast-growing healthcare technology company focused on glucose monitoring may be showing signs of recovery after a difficult two years. In this analysis, we examine why investors are becoming more optimistic again, how a massive untapped global market could fuel future growth, and whether the recent share price rebound has further to run. Is it

This stock has quietly become one of the biggest beneficiaries of the AI infrastructure boom. In this analysis, we look at why this optical connectivity company is surging alongside other tech giants, how its expansion plans could fuel future growth, and whether investors should chase the momentum despite the stock’s demanding valuation. You may also

As AI and computer memory stocks soar to extraordinary highs, many consumer-facing businesses are slipping into recession-like conditions. In this analysis, we explore the widening gap between booming tech sectors and weakening real-world industries, what it means for investors, and whether the latest AI-driven rally is an opportunity or a dangerous bubble forming. A widening