Stock Market News & Views

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

Scottish Mortgage Trust has already outperformed major US indices this year, but its biggest catalyst could still lie ahead. With SpaceX potentially heading for the largest IPO in history and AI exposure through Anthropic, our expert analysis explores whether SMT’s technology-heavy portfolio can continue climbing, or whether expectations are already fully priced in. You may

In this week’s analysis, we look at why stock market strength may be misleading when measured against Gold, and how investors should diversify to prepare for potential market instability rather than chasing late-cycle gains. Why are equities ignoring the oil shock? In last week’s Macro, I pondered the strange rally in equities and a calamitous