AI and political risks loom large in 2025Bank of America says we are in a period of rising risk and rising returnTue Dec 10 2024 - 05:00
The $4 trillion chase is on for Apple and Nvidia Tech giant was first to $1tn, $2tn and $3tn landmarks but faces strong competition from AI chipmaker on next market cap milestoneMon Dec 09 2024 - 05:00
No quick fix for Intel’s woes as chief executive exitsPat Gelsinger’s decision to step down was initially greeted enthusiastically, with shares rising only to subsequently slide lowerSun Dec 08 2024 - 06:00
Tesla’s board learns the cost of worshipping Musk Judge says directors should not have agreed $100bn pay deal she has blocked, criticising the board’s lack of independenceSat Dec 07 2024 - 06:00
AI is unmasking CEOs’ ‘white lies’Taking longer to answer a question can indicate deceptive behaviour, because it reflects the mental effort involved in crafting a misleading responseTue Dec 03 2024 - 06:00
Bubble beliefs are growing in the stock market S&P 500 is on track for back-to-back annual gains of more than 20% for first time since dotcom bubbleMon Dec 02 2024 - 05:00
Builder knows best? The Apple gamble that paid off bigNFL star Rob Gronkowski has seen the value of his accidental investment multiply over the last decadeSun Dec 01 2024 - 06:00
Trump tariff threats fail to rattle markets, but risks lingerMarkets seemingly see threats of 25% tariffs on neighbours Mexico and Canada this as typical Trump blusterSat Nov 30 2024 - 06:00
Bitcoin: no yield, no dividend, no problemCryptocurrency is a digital asset that has proven you don’t need a practical use case to be a lucrative investmentTue Nov 26 2024 - 05:00
Nvidia is dominating the global market – and shaping the futureAI chipmaker accounts for 4.3% of MSCI All Country World index – more than all countries except the US and JapanMon Nov 25 2024 - 05:00
Robert Kennedy jnr: Pharma investors brace for impactVaccine makers and companies manufacturing breakthrough obesity drugs saw share prices fall on nominationSun Nov 24 2024 - 06:00
AI bubble: fact or fiction? JP Morgan sanguine as rising share prices are accompanied by increased earnings among dominant ‘magnificent seven’Sat Nov 23 2024 - 06:00
Naming, shaming and ethics training for financial advisersUS study finds about one in 15 advisers has a history of ‘serious misconduct’ with rate rising to one in six in certain regions and firmsTue Nov 19 2024 - 05:00
Can the stock market save America from Trump’s excesses?Academic argues that Trump’s regard for market movements will act as a check against policy overreachTue Nov 19 2024 - 05:00
Trump 2.0 boosts already expensive stock marketsAssumption of continued US outperformance ignores the fact that American markets are almost as expensive as they have ever beenMon Nov 18 2024 - 05:00
Musk’s $100m presidential gamble pays off big for Tesla Tesla’s rocketing share price indicates investors expect incoming president to return the favourSun Nov 17 2024 - 06:00
One company, three prices: TSMC mispricing echoes the 2000s dotcom bubbleChipmaker is cheaper, or more expensive, depending on where you are buyingTue Nov 12 2024 - 06:00
Is Warren Buffett losing his faith in stocks?Sage of Omaha has pulled back from shares in recent monthsMon Nov 11 2024 - 05:00
Trump’s election win can’t keep Truth Social shares aloftWhat next for the president-elect’s social network of choice?Sun Nov 10 2024 - 05:00
Trump’s win widens the US-Europe market gapMarkets outside the US have lagged for yearsSat Nov 09 2024 - 06:00
Polarised America: Political loyalties are shaping US finances A new Harvard review finds that people are usually more optimistic about the economy when their preferred party is in powerTue Nov 05 2024 - 06:00
For investors, does it matter who wins the US election?Stocks may well rise during a second Trump administration but autocracy not good for investors as healthy markets require healthy democratic institutionMon Nov 04 2024 - 06:00
Corporate giants back down as Donald Trump election win in prospectThis US election, compliance risks becoming a calculated bet on the rise of authoritarianismSun Nov 03 2024 - 06:15
Donald Trump’s deportation agenda overlooks immigration’s role in US success Infusing new people into the workforce is ‘not just desirable’ but ‘economically necessary’, says chief executiveSat Nov 02 2024 - 06:15
Investors still face wait for overdue Irish ETF tax reformsGovernment report recommends change on tax rate and offsetting of losses but it will be for another government to put in placeTue Oct 29 2024 - 06:00
Fear of Trump causes US billionaires to hold their tonguesFrom Warren Buffett to Bill Gates, corporate America seems fearful a victorious Trump would seek to punish those who publicly oppose himMon Oct 28 2024 - 06:00
Goldman warns of lost decade for US stocksDominated by handful of megacap tech stocks, index has enjoyed annual returns of 13% over the last decadeSun Oct 27 2024 - 06:00
Are markets too convinced of a Trump victory?Adjustments to polling may have been missed by investors chasing certainty on US election outcomeSat Oct 26 2024 - 06:00
Birthday blues: when chief executives get reflective, companies sufferCompanies with chief executives approaching a new decade found to have ‘decreased operating performance, firm value and long-term investments’Tue Oct 22 2024 - 05:00
ASML crashes as AI boom highlights industry divideNot every AI related company will be a winnerMon Oct 21 2024 - 05:00
Is Twitter to blame for Tesla’s troubles?Carmakers shares down 40% since Musk bought social media networkSun Oct 20 2024 - 05:00
Musk’s lofty promises fail to deliver – againInvestors left underwhelmed by Robotaxi unveilingSat Oct 19 2024 - 06:00
Can knowing tomorrow’s news make you rich? That’s not a foregone conclusionParticipants in the Crystal Ball Trading Challenge were given advance data but still didn’t do very wellTue Oct 15 2024 - 05:45
Why the Nvidia effect is bad news for active fund managers Active managers have underperformed in 2024 as large-cap US equity funds lag the S&P 500Mon Oct 14 2024 - 05:00
Canadian carpenter-turned-trader loses $415m Tesla gamble On Reddit’s WallStreetBets forum, Christopher DeVocht has been jokingly hailed both as a legend and an idiotSun Oct 13 2024 - 06:15
As Google faces possible break-up, investors bet on business as usualThe last big tech antitrust case, against Microsoft in 2001, did not result in a break-up of the companySat Oct 12 2024 - 06:15
Investors shrug off US election uncertainty despite trade war fears One prominent Irish economist is ‘surprised’ markets are not pricing in uncertaintyTue Oct 08 2024 - 05:45
China is tradable, but is it investable? For China to become a portfolio investment, more of its economic growth must start accruing to equity investorsMon Oct 07 2024 - 06:00
A Donald Trump election victory will not save Truth Social Apparent link between media platform’s share price and Trump’s political fortunes more myth than realitySun Oct 06 2024 - 06:00
Investors look beyond Nvidia and the magnificent seven Increasingly confident investors looking beyond tech giants, suggesting reign may be over — for now at leastSat Oct 05 2024 - 06:00
Is social media keeping stock prices crazy for longer?Top investor assails social media for making markets less efficientTue Sept 17 2024 - 05:00
Nvidia isn’t a bubble, but is it a buy?Chipmaker is here to stay, but where will its shareprice go?Mon Sept 16 2024 - 05:00
Peloton founder sunk by over-optimismShares in home fitness company have fallen 97 per cent from their peakSun Sept 15 2024 - 05:00
Prepare for more stock market turbulence, it’s normalTop 1000: At the end of July, Japan’s Nikkei index was up 18 per cent in 2024 but was down 5 per cent on the year after just two days of trading in AugustSat Sept 14 2024 - 14:00
No, Elon Musk will not be a trillionaire by 2027Any claim that anyone is to be a trillionaire any time soon is not credibleSat Sept 14 2024 - 06:00
Kingspan’s Grenfell statement hits a discordant noteInvestors shake off Cavan company’s woesTue Sept 10 2024 - 05:00
VW and Volvo woes show challenges of change to EVsBoth carmakers struggling with transition to electric vehiclesMon Sept 09 2024 - 05:00
Nvidia’s wild ride continuesStock not in classic bubble territory but is surrounded by huge uncertaintySun Sept 08 2024 - 05:00
Intel faces Dow ejection but there may be a silver liningResearch shows firms deleted from indices often perform betterSat Sept 07 2024 - 06:00
Arrest of Telegram founder raises questions about tech giants’ responsibilityTelegram, which has some 900 million users, had about 50 full-time employeesTue Sept 03 2024 - 05:00
