Tech Stocks

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 30, 2025
The Nvidia blip teaches us an important lesson
In the Magnificent Seven era, investors must be alert to threats everywhere
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 24, 2025
Texas Instruments still waiting for recovery
The semiconductor manufacturer is exposed to the cyclical automotive and industrial markets.
January 17, 2025
The stocks battling it out in the autonomous driving race
The self-driving car industry promises big profits but which companies are in pole position?
January 10, 2025
Are semiconductor stocks now good value?
Weak sentiment in the second half of 2024 has created a more attractive environment for investors
December 24, 2024
Why Nvidia has a concentration problem
The Squeeze: Just four customers make up 50 per cent of Nvidia's revenue, and they are predictable names
December 20, 2024
Broadcom steps up to challenge Nvidia
The semiconductor's partnership with OpenAI is a threat to Nvidia's AI computing monopoly
December 19, 2024
Four charts that tell the story of 2024
From the US election outcome to the return of business travel, we take a visual look at the year just gone
December 16, 2024
Fund managers' favourite tech shares
Find out which tech companies are most popular with top fund managers

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