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Could the AI megacap bubble burst?
The business cycle could be moving into territory where megacaps have historically lagged. Could this prompt the bursting of the AI megacap bubble?
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The most likely outcome of the AI boom is a big fall
Opinion Like the dotcom boom of the late 1990s, AI is not paying off – despite huge investments being made in the hope of creating AI-based wealth
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The rise of Robin Zeng: China’s billionaire battery king
Robin Zeng, a pioneer in EV batteries, is vying with Li Ka-shing for the title of Hong Kong’s richest person. He is typical of a new kind of tycoon in China
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The goal of business is not profit, but virtue
Opinion Serve your customers well, and the profits will follow, according to a new book. It rarely works the other way around, says Stuart Watkins
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Buy the ammo-makers: how to find value in the AI wars
Big Tech is in a battle for supremacy over artificial intelligence. It’s hard to gauge who will win. Smart investors will back those firms that will profit, whatever the outcome
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Tesla seeks approval to supply electricity to UK homes – could it disrupt the energy market?
Tesla has applied for a license to supply UK households with electricity, but taking on the biggest providers could prove challenging
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Sachin Dev Duggal's Builder.ai – the first big AI bust
Sachin Dev Duggal's Builder.ai start-up claimed it could use artificial intelligence to build apps. Its revenues turned out to be equally artificial
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Private assets: profit from the potential in these funds
Opinion Charlotte Cuthbertson and Tom Treanor of the Migo Opportunities Trust highlight three funds where they'd put their money
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Magnificent Seven results: who were the winners and losers?
Microsoft briefly joined Nvidia in the $4 trillion club, but two of the Magnificent Seven big tech stocks failed to impress investors with second quarter results
