Buy the ammo-makers: how to find value in the ai wars

AI, CHIPS AND INTELLIGENT INFRASTRUCTURE

Companies in the news and how they were assessed

BUOYED BY EMERGENCY INVESTMENTS FROM THE U.S. GOVERNMENT AND INDUSTRY PEERS, ONE OF AMERICA’S GREATEST TECH COMPANIES IS IN THE FIGHT OF ITS LIFE .

There may be few things that UK prime minister Keir Starmer and US president Donald Trump agree upon, but one of them is the benefits of nuclear power. The centrepiece of Trump’s recent state visit to

BUSINESS. DISTILLED.

“In the absence of tech-related spending, the US would be close to, or in, recession this year,” says George Saravelos of Deutsche Bank. Growth in the world’s largest economy is proving resilient desp