As a wave of market-leading companies like LVMH and Intel navigate their 52-week lows, it becomes imperative to scrutinise this broad-based pressure beyond just tech sectors. Persistent inflation, valuation resets,...
The resurgence of trade policy debates is adding an intriguing layer to market dynamics, with proposals for a universal 10% tariff and potential 60% duties on Chinese goods causing ripples...
In a pivotal week for markets, attention turns to the US PCE price index, potentially shaking up rate expectations and market moods. Earnings reports from FedEx, Micron, and Nike promise...
As we enter a critical earnings season, the spotlight shifts from sheer growth to operational efficiency, with an emphasis on cash flow and margin resilience. Tech giants like Microsoft and...
The artificial intelligence landscape is shifting, prioritising economic efficiency over sheer model size. NVIDIA’s GB200 platform exemplifies this trend with a focus on cost, speed, and accuracy, positioning it as...
The scepticism of institutional investors towards retail-favourite stocks, often driven by compelling narratives in AI, fintech, and space exploration, is being challenged as key players such as Palantir and SoFi...
The allure of investing in megatrends like digitalisation, affordability, and AI unveils complex realities where unique risks outweigh thematic narratives. DLocal's prowess lies in managing emerging market challenges, while Oscar...
The United States' dominance in entrepreneurship goes beyond venture capital; it thrives on a unique mix of deep public markets, a culture that views failure as experience, and legal frameworks...
Oscar Health finds itself at the crossroads of growth potential and market scepticism, as its turnaround story garners cautious attention. The company’s ability to sustain its profitability hinges on mastering...
Alphabet’s Google and YouTube command an astounding share of internet traffic, overtaking the next 18 largest sites. However, the rise of AI chatbots, like ChatGPT, is a structural threat to...
