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Three emerging-market stocks to diversify your portfolioOpinion Omar Negyal, portfolio manager, JPMorgan Global Emerging Markets Income Trust, highlights three emerging-market stocks where he’d put his money
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Taiwan Semiconductor shares jump on AI outlookTSMC, Nvidia’s key supplier, has beaten on earnings and poured cold water on talk of an AI bubble
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Polar Capital: a cheap, leveraged play on technologyPolar Capital has carved out a niche in fund management and is reaping the benefits
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Tesla is no longer the world’s largest electric car maker. Should you invest?Investors need to weigh up the potential of Tesla’s autonomous technology drive against struggles in its core carmaking business when deciding whether or not to invest
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SRT Marine Systems: A leader in marine technologySRT Marine Systems is thriving and has a bulging order book, says Dr Michael Tubbs
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Coreweave is on borrowed timeAI infrastructure firm Coreweave is heading for trouble and is absurdly pricey, says Matthew Partridge
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Restore: Profits in document shreddingRestore operates in a niche, but essential market. The business has exciting potential over the coming years, says Rupert Hargreaves
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An AI bust could hit private creditOpinion Private credit is playing a key role in funding data centres. It may be the first to take the hit if the AI boom ends, says Cris Sholto Heaton
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Is the AI boom a bubble – and will it burst?Massive spending on AI infrastructure is starting to spook investors, but experts say the bubble doesn’t look like bursting yet
