Arthur Sants

January 21, 2025
The risk of mixing politics and business
The Squeeze: Tesla shares have a political halo right now, but these don't last forever
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 16, 2025
Overvalued and underperforming: it's time to ditch Tesla
Elon Musk's electric car maker needs everything to go perfectly to justify its massive valuation
January 14, 2025
Why bond yields are rising
The Squeeze: UK and US interest rates are rising but for different reasons
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
January 07, 2025
Why CEOs are bad economic forecasters
The Squeeze: Elon Musk's recession predictions say more about Tesla than the US economy
January 02, 2025
A US superstar trading at a discount
The company is defying fears about the threat of artificial intelligence
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
The outlook for US stocks is getting harder to predict
Will the S&P 500 keep hitting record highs or will capex and concentration risks come back to bite investors?

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