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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
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Why Trustpilot is a stock to watch for e-commerce exposureTrustpilot has built a defensible position in one of the most critical areas of the internet: the infrastructure of trust, says Jamie Ward
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How to tap into AI energy stocksOne certainty about generative AI is that it is hugely energy-intensive. Companies providing that power look set to capture the benefits.
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ChatGPT turns three: what’s next for the ‘AI era’?Three years after its launch kickstarted the age of AI, ChatGPT and its maker OpenAI are driving the stock market. But concerns are growing over whether OpenAI will be able to turn its AI dominance into profit.
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Big Short investor Michael Burry warns of an AI bubbleProfile Michael Burry rightly bet against the US mortgage market before the 2008 crisis. Now he is worried about the AI boom
Profile
