Analysts sanguine over tech dominance of top markets Global indices are becoming less diversified, meaning we are all technology investors nowTue Feb 20 2024 - 06:00
Nvidia investors betting on big earnings beatAnything less than blowout earnings could cause a sell-off with one analyst warning of downside of up to 30%Mon Feb 19 2024 - 06:00
Buyer beware of skyrocketing Arm shares Arm trades on 90 times estimated earnings with just 10% free float and a looming lock-in expirySun Feb 18 2024 - 06:00
Travel giant Tui the latest stock to quit struggling UK marketLondon’s main problem is the same as Dublin’s – the greater liquidity and higher valuations on offer in the USSat Feb 17 2024 - 06:00
Apple shares look pricey as growth slowsApple trades on 29 times earnings, almost 50% above its average of 20 over the last decadeTue Feb 13 2024 - 05:30
The magnificent seven stocks are growing apart Results and share price performance of top stocks has been very different in recent timesMon Feb 12 2024 - 06:00
Forget Tesla: Eli Lilly can join magnificent seven clubDrug maker trades on multiples unheard of in pharma sector over anticipated sales of weight loss drugSun Feb 11 2024 - 06:00
Bill Ackman can profit from his controversial tweeting High public profile might pay off for his new fund which will feature a chunky feeSat Feb 10 2024 - 06:00
Morgan Stanley says the time for investors to make ‘easy money’ is gone – is it right?Stocktake: In reality, there’s no such thing as easy money – it only seems that way after the eventTue Feb 06 2024 - 05:45
Hedge fund billionaire Ken Griffin condemns Harvard’s ‘whiny snowflakes’Stocktake: Ken Griffin donated $300m to Harvard last April but has become the latest billionaire to put the boot into Harvard UniversityMon Feb 05 2024 - 06:00
Is Novo Nordisk set to become Europe’s first trillionaire company? Stocktake: Europe’s most valuable company last week exceeded a market value of $500bn after reporting better-than-expected earningsSun Feb 04 2024 - 07:00
Elon Musk’s record $55.8bn pay package was always absurd Stocktake: Musk’s incentive package dating from 2018 was the largest executive compensation plan in historySat Feb 03 2024 - 06:00
Eli Lilly soars as Pfizer suffers post-Covid hangoverSuccess of diabetes and weight loss drugs see share value more than triple over past three yearsTue Jan 30 2024 - 06:00
Bubble talk increases as stocks of tech giants roar higher Analysts fret as top 10 S&P 500 stocks account for over 30% of index, the largest share in over 40 yearsMon Jan 29 2024 - 05:00
Bitcoin: buying the rumour, selling the news Bitcoin retreats as speculators book profits after crypto’s fierce run-up to much-anticipated ETF launchSun Jan 28 2024 - 06:00
Investors fume over ‘evil’ Vanguard’s refusal to offer bitcoin ETFs Fund giant sticks to principles on type of investment it offers clientsSat Jan 27 2024 - 06:00
Tesla bulls and bears call out Musk’s ‘blackmail’CEO threatens to develop projects in robotics and artificial intelligence outside Tesla unless his stake is nearly doubled to 25%Tue Jan 23 2024 - 06:00
Are fund managers too bullish about stocks?Bank of America fund manager survey suggests stocks may be vulnerable to any disappointmentsMon Jan 22 2024 - 06:00
Bill Ackman should keep his opinions to himself and stick to investingUltra-competitive hedge fund founder has got himself enmeshed in the US’s culture warsSun Jan 21 2024 - 07:00
Geopolitical tensions darken mood at DavosThis will be the biggest election year in history, with eight of the world’s most populous countries holding ballotsSat Jan 20 2024 - 06:00
Tesla investors shrug at latest Elon Musk controversy Allegations not seen impacting company share priceTue Jan 16 2024 - 05:00
New bitcoin ETFs excite crypto bullsUS regulator’s approval seen as victory for industry despite warnings about ‘myriad risks’Tue Jan 16 2024 - 05:00
Working from home isn’t hurting companiesA new study shows return to office rules more common in poor performing companiesSun Jan 14 2024 - 06:30
Boeing’s safety record causes investors to flee737 Max-9 incident is latest in a line of issues at the plane makerSat Jan 13 2024 - 06:30
Unhappy birthday for FTSE 100 as it turns 40 Returns on UK stocks have proved especially disappointing over the past two decadesTue Jan 09 2024 - 06:00
Apple’s market valuation is worrying analysts Stock may be at risk in the event of unexpected newsTue Jan 09 2024 - 06:00
Magnificent seven stocks suffer from new year hangoverTheir collective market capitalisation fell by some $250bn on the first trading day of 2024. What does it mean?Tue Jan 09 2024 - 05:30
Is Tesla really an AI or robotics stock? To help justify its market capitalisation, Elon Musk has tweeted that Tesla 'is an AI/robotics company that appears to many to be a car company'Mon Jan 08 2024 - 14:02
Markets stay calm about Trump – for now Risk is that US voters ‘demonstrate disregard for the constitution, the rule of law and the reputation and role of the US abroad’Tue Dec 19 2023 - 05:00
Will investors look beyond the magnificent seven in 2024?Davy does not expect a repeat of 2023 as recent market activity highlights broader recent rally in S&P 500Mon Dec 18 2023 - 05:00
Pfizer outlook gloomy after annus horribilis in 2023Pharmaceutical giant suffers a post-Covid-19 hangover as demand for pandemic vaccines and medicines falls sharplySun Dec 17 2023 - 07:00
Retirees should buy stocks, not bonds, study suggestsBonds provide psychological comfort but the 60:40 strategy ‘comes at too high a price’ in investor returnSat Dec 16 2023 - 07:00
Charlie Munger was right to say investors need to remain stoic about market crashes ‘If you’re not willing to react with equanimity to a market price decline of 50% two or three times a century, you’re not fit to be a common shareholder’Tue Dec 12 2023 - 05:45
Why is hedge fund manager Bill Ackman so supportive of Elon Musk?Ackman, who holds a stake in X/Twitter, is uncharacteristically forgiving of the tech billionaireMon Dec 11 2023 - 05:45
Apple remains the top dog in US stock markets $3tn valuationApple first became the most valuable US company in 2011Sun Dec 10 2023 - 06:00
Did stock traders profit from Hamas attack on Israel?Study argued that short sellers made hundreds of millions by anticipating the attacks but it badly misread the numbersSat Dec 09 2023 - 06:00
The ‘magnificent seven’: a bubble about to burst? Comparisons have been drawn with the Nifty Fifty and tech around 2000Tue Dec 05 2023 - 05:00
Shein IPO points to improved market sentiment Despite controversy, Chinese fast-fashion giant will be seen as sign of renewed optimism in stocksMon Dec 04 2023 - 05:00
Don’t try to time the market in 2024 Missing just a few trading days can be very costly for your portfolioSun Dec 03 2023 - 05:00
Charlie Munger was right about ‘worthless’ funds Warren Buffett’s right-hand man railed against active fund managementSat Dec 02 2023 - 05:00
Short seller Jim Chanos should be viewed by investors as a hero, not a zero Chanos famously exposed the Enron scandal in 2001. He warned the G7 in May 2007 that a global financial crisis was comingTue Nov 28 2023 - 05:00
Nvidia shares slip despite ‘epic’ earnings but outlook remains bullishEarnings per share and revenue both topped analyst expectationsMon Nov 27 2023 - 05:30
Microsoft the big winner from chaos at OpenAI Shares in the $2.8 trillion tech giant are up almost 60% this year, and much of that is AI-relatedSun Nov 26 2023 - 06:00
CRH’s move to New York stock market justified by share price rally CRH had long traded at a discount to US competitorsSat Nov 25 2023 - 06:00
Investors are focused on inflation, not Gaza Fears regarding a more volatile regional conflict, potentially involving Iran-backed Hezbollah, have dissipatedTue Nov 21 2023 - 06:00
Investors keep piling into Big Tech - but are they right?Analyst finds just one of “magnificent seven” ranks among more than 130 US companies growing earnings by over 25%Tue Nov 21 2023 - 05:00
Nikola fraudster: a conman or a market innocent? Electric truck maker founder potentially faces decades in prison over behaviour at listed businessMon Nov 20 2023 - 05:00
Is Terry Smith really Britain’s answer to Buffett? Well-known fund manager was paid €160m over the last year even as profits at his business fellSun Nov 19 2023 - 05:00
Humiliation and sobbing at the world’s biggest hedge fund New book paints an unflattering picture of the inner workings of Ray Dalio’s BridgewaterTue Nov 14 2023 - 05:30
Ryanair investors cheer dividend policy as Bank of America predicts near 50% rise in airline’s share price Bank of America has a €25 price target on Ryanair shares, which are trading at about €16.50 currentlyMon Nov 13 2023 - 05:45
