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Coreweave is on borrowed time
AI infrastructure firm Coreweave is heading for trouble and is absurdly pricey, says Matthew Partridge
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An AI bust could hit private credit
Opinion 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
Opinion -
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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Nvidia’s shares rise on Trump’s China chip concession
The lucrative Chinese market may be back in play for Nvidia as Donald Trump signals H200 chip exports could be permitted
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Why Trustpilot is a stock to watch for e-commerce exposure
Trustpilot 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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Which sectors are best to invest in for 2026?
Investment trust portfolio managers give their views on the sectors and regions they expect to outperform in 2026.
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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 bubble
Profile Michael Burry rightly bet against the US mortgage market before the 2008 crisis. Now he is worried about the AI boom
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How to profit from defence stocks beyond Europe
Opinion Tom Bailey, head of research for the Future of Defence Indo-Pac ex-China UCITS ETF, picks three defence stocks where he'd put his money
Opinion
