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“Follow the Money”: Stephen Yiu’s strategy for the AI eraFollowing the money across the three sources of spending – consumer, business, and government – Blue Whale Growth Fund manager Stephen Yiu shares his strategy.
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Tech selloff: are AI spending concerns justified?Investors are growing increasingly anxious about AI spending amid the hyperscalers, as disappointing earnings reports wipe trillions of dollars off market values.
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The AI profits bubble – miracle or mirage?AI profits are predicted to soar, but cracks are beginning to emerge beneath the boom
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Anthropic’s IPO: Everything you need to knowAnthropic has filed for its IPO and is expected to go public by the end of November. Will it beat SpaceX’s record-breaking public debut?
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A new fund for our ETF portfolio to diversify from AITo reduce our ETF portfolio’s exposure to AI, we're introducing a new fund, says Cris Sholto Heaton
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‘Investors will sour on insurer Lemonade’AI-driven insurer Lemonade is unprofitable, and the stock looks overpriced compared with its rivals
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Who is the richest person in the world?The richest person in the world is close to becoming a trillionaire. What is their net worth?
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How Dutch start-up ASML rose to rule the worldWhen ASML started out, it struggled to survive in a competitive market with no customers. It has now built an almost unassailable position in the global semiconductor industry
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Revolut IPO may be London stock market's last chanceThe Revolut IPO could mean the digital bank listing in both New York and London. The UK must seize the opportunity to prove that the City still matters, says Matthew Lynn
