Picking AI’s winners and losers isn’t an easy game, as the stock market’s tech selloff shows

Andrew Van Sickle: A recurrent theme this year, and the subject of one of your key research papers, was drawing parallels between the dotcom bubble and this AI boom. What’s your take? Is this a case o

Relax about Relx: “All eyes are on software and legal firms like Relx,” says Chris Beauchamp of investing platform IG. AI start-up Anthropic has parked “its tanks on their lawn in a clear threat to th

Issue of the week: Musk’s starry mega-merger ...

Since at least the summer of last year, a large part of the financial commentariat has been waiting for the bubble in US AI stocks to burst. Instead, something stranger is unfolding. In recent weeks,

Companies in the news and how they were assessed