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$5 trillion market cap may not be as far-fetched as in
Chip firm warns customers that bottlenecks will take time to clear
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
HOW AI IS SUPERCHARGING THE SECTOR
Investors may reappraise the TINA trade
Artificial intelligence (AI) is – if you ask any of Silicon Valley’s top CEOs – the biggest opportunity in their company’s history. Few will tell you that it’s also their biggest threat. “For those bi
UK equities are having their time in the sun. The FTSE 100 recently hit an all-time high of 9,000, driven by a broad recovery in equity prices. To put it another way, the rally wasn’t just driven by a
