Stock Market News & Views

Rising oil prices, geopolitical tensions and higher interest rates would normally spell trouble for travel and leisure companies. Yet hotel, airline and luxury goods stocks continue to climb. In this analysis, we explore what resilient travel demand says about consumer confidence, economic growth and the outlook for equity markets. Travel and tourism are resilient amidst

The $1.75 trillion SpaceX IPO has brought space stocks into focus in recent months. As a result of this IPO – which is set to be the largest in history – investors have suddenly become aware of the enormous opportunity associated with space. But what are the best stocks for exposure to the space theme

While investors focus on chipmakers and AI software companies, some of the biggest opportunities may lie in the infrastructure needed to power them. In this analysis, we look at a recently listed company benefiting from soaring demand for data centres, grid upgrades and cloud computing, and whether its rapid growth can continue. Forging a way

While electric vehicles (EV) have been around for a while now, the industry continues to see strong growth. In March, for example, 86,120 new electric cars were registered in the UK – an increase of 24% year on year. But what are the best EV stocks to buy as an investment? And are shares in

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