From the editor...

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

THREE YEARS OF EUPHORIA IN STOCKS AND OTHER ASSETS HAVE INVESTORS BRACING FOR TROUBLE. HERE’S WHAT TO DO IF BAD NEWS ARRIVES.

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

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

“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

Plenty of influential investors have been trimming or offloading stakes in Nvidia as the AI boom draws a growing number of sceptics. But none has attracted attention quite as much as Michael Burry, sa