Patience with moonshots wears thin

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

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

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,

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

Companies in the news and how they were assessed