IF AI REVENUE DOESN’T T CATCH UP WITH AI SPENDING, GLOBAL STOCKS WILL BE AT RISK.

Legendary investor Warren Buffett is, as far as we know, not a regular reader of these pages. But in the news is word that he is following our advice and pulling out of stocks. His Berkshire Hathaway

“There are elements of irrationality through a moment like this,” Google CEO Sundar Pichai tells the BBC. Even Big Tech bosses are starting to express nervousness about the scale of spending on AI chi

Issue of the week: on the precipice Even ...

Companies in the news ...and how they were assessed

Is the Indian market stagnating or booming? It depends who you ask. Local shares have doubled over the past five years, but have struggled for momentum of late. The Nifty 50 index, up 9% in 2025, rema