The evanescent seven

Two companies – Nvidia and Microsoft – each are worth more than $4trn. Together, that’s more than India’s and Japan’s combined annual output. Price is what you pay, as Warren Buffett put it. Value is

Companies in the news and how they were assessed

Second-quarter growth comfortably outstrips consensus and the index

When Donald Trump took the oath of office for the second time in January 2025, he was surrounded not just by politicians and dignitaries, but by the CEOs of six of the world’s most visible technology

We must be getting close to the end of one thing… and the start of something else. The thing whose end is nigh is the bubble on Wall Street. As a bubble inflates, the lightest, lowest-quality stocks f

Companies in the news and how they were assessed