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January 31, 2025
Mastercard beats expectations as consumer spending grows
The payments giant settled a huge legal case at the end of last year, but margins have held steady
January 31, 2025
Blackstone's AI data centres face new threat
With the sudden advent of cost-effective AI, Blackstone could find itself in deep trouble
January 31, 2025
Caterpillar’s Q4 revenue falls 5%, but earnings beat expectations
Dealer inventories headed backwards in the final quarter of 2024
January 31, 2025
Microsoft shares dip amid AI disruption fears – but is the market overreacting?
Industry capex budgets are being brought further into question following the DeepSeek revelations
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 30, 2025
The Nvidia blip teaches us an important lesson
In the Magnificent Seven era, investors must be alert to threats everywhere
January 30, 2025
Tesla still buoyed by 'blue-sky' assumptions
Selling prices have been cut across the range
January 29, 2025
European defence stocks surge as Nato spending rises
Disquiet about future Pentagon policy has weighed on US military contractors
January 28, 2025
What Trump’s first moves mean for investors
Trump started his term with a raft of executive orders. What do they mean for markets?
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.

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