Companies in the news and how they were assessed

Would you buy a 40-year bond from Oracle? No, neither would I. If, as Lenin said, there are weeks when decades happen, then anything could change in 40 years. In 1985, IBM and General Electric were tw

“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

Britain’s investment establishment is firmly convinced that the US market – and in particular the technology-centric “Magnificent Seven” stocks – are an investment bubble that is destined to implode a

Who’s tipping what

BUSINESS. DISTILLED.