Tech Stocks

April 18, 2024
How IQE overcame market gloom
Semiconductor stocks are always badly hit in downturns but are often the first to profit when the economy improves
April 15, 2024
Will software stocks catch up with the AI craze?
Software companies' share prices are yet to catch up with semiconductor companies' gains
April 10, 2024
AI's unusual impact on interest rates
The Squeeze: If AI is truly revolutionary, then a spending boom awaits as businesses play catch up and humans fear for their existence
March 21, 2024
How to find successful UK software stocks
Economic uncertainty and the rise of AI mean the software sector is no longer a one-way bet. Which companies stand out?
March 19, 2024
The end of globalisation threatens big tech
The banning of TikTok could lead to further trade restrictions between the US and China
March 07, 2024
AI's success would lift more than big tech
If AI is really a transformational technology then it will improve most businesses' profitability
March 05, 2024
What TSMC's new plant tells us about Intel and the US's ambitions
The speed and price at which the new fab was built raises questions over US subsidies, what Intel can achieve and even the electric vehicle industry
March 05, 2024
Strong brands can look undervalued
The Squeeze: A strong brand can generate strong returns over a long period, but marketing spend isn't capitalised like R&D or capex
February 27, 2024
Why markets sometimes underestimate new technology
The Squeeze: New technology doesn't always result in investment bubbles
February 22, 2024
How to take advantage of the world’s demand for data
AI-generated data, pictures and messages must be stored somewhere and our need for data centres shows no limits. Val Cipriani explains how to invest in this real estate-cum-infrastructure industry

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