Tech Stocks

October 30, 2023
Cloud computing growth is the new benchmark
Alphabet beat earnings expectations but a slowdown in cloud revenue drove the share price down 9 per cent
September 26, 2023
On some metrics, Nvidia looks cheap
The S&P 500 looks historically expensive considering structurally higher interest rates and slowing growth
September 25, 2023
Tech stocks ask for patience on AI revenues
Market excitement could wither if companies take too long to deliver
September 19, 2023
Should Arm really be worth more than Birkenstock?
The Squeeze: The UK semiconductor company has worse growth and margins than the German sandal business
September 08, 2023
Are smartphones enough to keep Apple top of the pile?
The smartphone market is reaching its peak, which means Apple needs new ways to keep generating oversized profits
September 07, 2023
Are big tech cash flows still undervalued?
It's clear investors did not give tech stocks enough credit 10 years ago, but is this changing?
September 04, 2023
Can Arm really justify its lofty valuation?
Arm and the semiconductor industry are not without their issues, especially China's decoupling
August 03, 2023
The smart way to protect yourself from AI
Investing can take the sting out of the AI jobs threat
August 01, 2023
AI tech rally hits fund managers
Returns are coming from a handful of companies, making it harder for managers to justify their roles
July 26, 2023
Why good businesses don't need to raise prices
The Squeeze: Netflix is being too protective of margins at the expense of market share

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