Will fintech change the face of banking?
Will fintech change the face of banking?
Fancy new apps have become popular for everything from making a payment to buying insurance and shares. Should the big banks be worried? Simon Wilson …
17 Oct 2020
Jonathan Ruffer: tech stocks have become “long-duration assets”
Jonathan Ruffer: tech stocks have become “long-duration assets”
As with bonds, tech stocks are now held not because of that they are, but because of what investors fear if they don't hold them, says Jonathan Ruffer…
16 Oct 2020
Lessons for investors from Big Tech's previous golden era
Lessons for investors from Big Tech's previous golden era
The forerunners of today's tech stock titans dominated the 1960s and 1970s. Former Xerox senior manager Dr Mike Tubbs was there and explains what inve…
16 Oct 2020
Why it pays to take cries of “bubble” with a pinch of salt
Why it pays to take cries of “bubble” with a pinch of salt
Many observers are pointing to a stockmarket “bubble” – especially in US tech stocks. But, says Max King, just because a lot of people are saying it, …
13 Oct 2020
Are we really in a stockmarket bubble?
Are we really in a stockmarket bubble?
The rise of “cash shell” companies, sky-high valuations – everything seems to point to a stockmarket bubble. But all may not quite be as it appears, s…
28 Sep 2020
Will Danoff: buy firms that are doing well right now
Will Danoff: buy firms that are doing well right now
Forget future earnings, says Will Danoff, portfolio manager at Fidelity. What matters is now.
28 Sep 2020
Tech stocks show why they're the new safe haven
Tech stocks show why they're the new safe haven
As global stockmarkets tumbled this week, high-flying tech stocks such as Apple and Amazon gained again.
25 Sep 2020
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Snowflake: a very special IPO
Snowflake: a very special IPO
The price of US technology company Snowflake, which floated last week, shot up by more than 150% at one point during the first day of trading.
24 Sep 2020
Chipmaker Arm gets a helping hand from Nvidia
Chipmaker Arm gets a helping hand from Nvidia
Arm, the British chip designer, is to be sold to a US peer in a record deal for the industry. The consequences will be far-reaching.
21 Sep 2020
James Anderson: investors must pay "high multiples" for tech stocks
James Anderson: investors must pay "high multiples" for tech stocks
Investors must be willing to pay “unreasonable prices” for high-tech growth stocks to take advantage of the huge potential returns that these companie…
14 Sep 2020
Mega-cap tech stocks: a very crowded trade
Mega-cap tech stocks: a very crowded trade
It’s a dangerous time for markets when investors can no longer afford to go against the consensus
14 Sep 2020
Is it time to take profits on technology stocks?
Is it time to take profits on technology stocks?
With tech stocks continuing to slide, Dominic Frisby examines the charts and asks whether now is the time to sell.
14 Sep 2020
How Softbank went from a tech investor to a big hedge fund
How Softbank went from a tech investor to a big hedge fund
Softbank, the Japanese technology investor, appears to be gambling rather than investing these days. Shareholders are rattled. Matthew Partridge repor…
11 Sep 2020
The tech-stock bubble starts to hiss air
The tech-stock bubble starts to hiss air
America’s tech-heavy Nasdaq Composite index soared by more than 70% from the March low to the end of August, but September has brought a rare reversal…
10 Sep 2020
Two excellent technology investment trusts to buy now
Two excellent technology investment trusts to buy now
Tech focused-investment trusts Polar Capital and Allianz remain excellent investments in one of the few sectors growing strongly
9 Sep 2020
Both bitcoin and tech stocks have tumbled – how much worse will it get?
Both bitcoin and tech stocks have tumbled – how much worse will it get?
The recent run-up in tech stocks was extraordinary to the point that it defied belief. Now, the bubble looks very much like it is bursting – taking bi…
9 Sep 2020
This “jam tomorrow” bull market may be nearing its end
This “jam tomorrow” bull market may be nearing its end
The huge run up in US tech stocks is part of the wider “jam tomorrow” bubble. John Stepek explains what that is, and why it could be about to come to …
8 Sep 2020
Forrest Li : “Singapore’s Steve Jobs” shoots for the stars
Forrest Li : “Singapore’s Steve Jobs” shoots for the stars
Forrest Li was there when Apple founder Steve Jobs delivered his famous Stanford graduation speech. The experience inspired him to aim for big things …
7 Sep 2020
Has the tech bubble burst? The week ahead could be critical
Has the tech bubble burst? The week ahead could be critical
Tech stocks have been in a runaway bull market, with the Nasdaq index doubling in the last six months. Yet we recently have seen something of a revers…
7 Sep 2020
America’s “tech cash shell” boom
America’s “tech cash shell” boom
America's tech companies are eschewing going public through an IPO and opting to use “special purpose acquisition companies” (SPACs) – also known as c…
4 Sep 2020
Is Zoom's profit rise set to slow?
Is Zoom's profit rise set to slow?
Zoom, the videoconferencing company, has produced an extraordinary surge in profits and sales. Can it keep up the momentum? Matthew Partridge reports
4 Sep 2020
Is the US tech bubble bursting, or is this just a blip?
Is the US tech bubble bursting, or is this just a blip?
America’s tech-heavy Nasdaq index slid by 5% yesterday – with Apple shares down by 8%. John Stepek asks if the bubble is finally bursting, and how it …
4 Sep 2020