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Arthur Sants
February 04, 2025
Comcast faces threats from all sides
The broadband conglomerate is struggling for growth as it competes against streamers and telecoms giants.
February 04, 2025
Trump's trade war is put on hold – for now
The US paused tariffs on Mexico and Canada within days of announcing them, but some stocks are still rattled
January 31, 2025
We are still waiting for Intel's turnaround
The semiconductor manufacturer is yet to bring its newest manufacturing process fully online.
January 31, 2025
DeepSeek puts Silicon Valley's 'scale law' in doubt
American tech giants believe they just need more computers to build better AI – but China's DeepSeek has other ideas
January 31, 2025
Meta’s profits surge, but AI spending threatens growth in 2025
The company is ramping up spending as it tries to get ahead in the AI race
January 28, 2025
Idox's revenue growth steps up
The software company is accelerating growth but is yet to see a jump in its valuation.
January 28, 2025
Why Donald Trump won't beat the market
The Squeeze: Despite Trump's demands that interest rates come down, they are staying elevated
January 28, 2025
DeepSeek: Chinese AI start-up rattles US tech stocks
DeepSeek AI became the US's most popular app over the weekend and knocked almost $1tn off the S&P 500
January 27, 2025
Verizon earnings growth driven by price rises
The telecoms giant is focusing on maintaining its free cash flow while still building out 5G.
January 27, 2025
Stock markets over-reacting to Trump could create buy opportunities
Solar shares aren't the same as wind and may have been over-punished
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