Europe versus the US: a temporary rotation or a structural shift?European stocks entered 2025 looking cheap but have now re-rated to their long-term averageMon Mar 31 2025 - 06:01
Trillion-euro dream fades for slimmed-down Novo NordiskSAP is now Europe’s most valuable public companySun Mar 30 2025 - 08:57
US chief executives were too slow in seeing the Trump threatThe signs were there that Trump’s policies may not be pro-businessSat Mar 29 2025 - 06:00
Stock market’s ‘bull crash’ not solely due to Donald TrumpInvestors and voters ignored clear warnings about what to expect under Trump, mark IITue Mar 25 2025 - 05:00
Are Elon Musk’s antics just a blip for Tesla or permanent brand breakdown? Tesla bull analyst ignores impact outside the US of founder’s support for certain causesMon Mar 24 2025 - 05:00
Fiery Palantir CEO banks big profitsThe $200bn stock soared 340% in 2024 and gained another 50% cent in early 2025 before tumbling hard during recent sell-off Sun Mar 23 2025 - 06:00
Howard Lutnick is wrong about ‘unbelievable’, ‘cheap’ TeslaValuation expert estimates car maker’s shares are worth about $150, about 35% below current levelsSat Mar 22 2025 - 06:00
Investors seeking refuge from the not-so-magnificent sevenAn alternative for investors seeking greater global diversification is the MSCI World Equal-Weighted indexTue Mar 18 2025 - 05:00
Tariff tantrum: investors lose faith in the ‘Trump put’Investors rethink notion that Donald Trump would row back on reckless policies once he saw a negative market reactionMon Mar 17 2025 - 05:00
Musk – not Soros – is to blame for the ‘Tesla Chainsaw Massacre’Shares have more than halved since peaking at $488 in December, erasing some $800 bn in market capitalisationSun Mar 16 2025 - 06:00
From tech to tanks: the rise of Europe’s magnificent sevenDefence stocks have trumped the US’s magnificent seven techs and generated five times the returns of the S&P 500 over the past yearSat Mar 15 2025 - 05:15
From Maga to Mega: Make Europe Great AgainNine of 2025’s 10 best-performing stocks are European, with defence stocks dominating the listMon Mar 10 2025 - 05:00
Tesla shares hurt by political backlash and bursting of the ‘bro bubble’ Company’s car deliveries in what was its biggest European market – Germany – are down 70%Sun Mar 09 2025 - 06:00
Trump’s ‘Magalomania’ is spooking global investorsMuch attention has focused on tariffs, but it’s increasingly clear that trust – or the lack of it – is an even bigger issue for manySat Mar 08 2025 - 06:00
Nvidia sell-off shows a shift in market moodSteep corrections are common with the chip maker but until now buyers quickly bought the dipFri Mar 07 2025 - 19:00
A crypto tall tale: one analyst’s not-so-subtle allegory punctures the financial fairy storyInvestor Owen Lamont is completely wrong that crypto is usless: it is used for crime, money laundering and speculationTue Mar 04 2025 - 05:38
Trump’s market euphoria has fizzled, leaving investors on edgeThe Trump Bump is well and truly overMon Mar 03 2025 - 05:35
‘Don’t buy a Swasticar’: Elon Musk is wrecking Tesla’s brandTesla is facing rising competition in the EV space, but that’s not its biggest problemSun Mar 02 2025 - 05:29
Warren Buffett dodges the question about Berkshire’s cash mountainSage of Omaha has been selling stocks and raising cash over the last year. Does he think stocks are overvalued?Sat Mar 01 2025 - 06:00
Deepseek fears recede as Wall Street eyes Nvidia earningsChipmaker now looks cheaper than many of its tech peers, despite boasting stronger growth projectionsTue Feb 25 2025 - 05:00
Is Europe’s stock market rally built on a pro-Russian peace?Many fund managers now expect Europe to be the best-performing stock market globally this yearMon Feb 24 2025 - 06:00
Markets shrug off Trump’s authoritarian signalsIt pays to see the glass as half-full in bull markets, but risks are risingSun Feb 23 2025 - 06:00
Are the magnificent seven losing their shine in 2025?Hedge funds are reducing exposure to mega-cap tech stocksTue Feb 18 2025 - 06:00
BP’s future at stake as Elliott circles and the Telegraph mournsCompany’s pivot towards green energy under Bernard Looney certainly alienated investorsMon Feb 17 2025 - 06:00
Elon Musk’s distractions imperil Tesla as rollercoaster ride continuesCrazy market behaviour cannot persist indefinitelySun Feb 16 2025 - 06:00
Forget Nvidia – the world’s hottest stock is Palantir TechnologiesCompany was the top-performing S&P 500 stock in 2024 Sat Feb 15 2025 - 06:00
Sports betting is spurring fund managers to roll the dice on stocksThey tend to make riskier investments, leading to worse performance, as sports betting is legalised, study findsTue Feb 11 2025 - 06:00
Facebook at 21: a lesson in patience and profitsThe hardest part of investing isn’t picking winners; it’s having the stomach to hold themMon Feb 10 2025 - 06:00
Lousy car sales are an afterthought for Tesla investorsInvestors leading analysts who are more bullish than a year ago despite poor figuresSun Feb 09 2025 - 06:00
Stocks brush off Trump’s tariff tantrums – for nowInvestors don’t seem unduly bothered by the ‘dumbest trade war in history’Sat Feb 08 2025 - 06:00
Fartcoin’s farcical billion-dollar riseAcademic says the current meme coin mania makes 2021’s meme stock mania look sober Tue Feb 04 2025 - 05:25
Location, location, location: Deepseek and the myth of US exceptionalismHalf the valuation gap between US and non-US stocks among top 1,000 firms globally is explained simply by location of listing Mon Feb 03 2025 - 10:15
Nvidia’s painful Deepseek lesson: even disruptors get disruptedIt’s too early to say if China’s AI start-up will actually undermine the US chip maker’s incredibly profitable businessSun Feb 02 2025 - 06:00
DeepSeek’s impact highlights concentration risk in US stocksGoldman Sachs says an equal-weighted S&P 500 could outperform by 2-8 percentage points annually over coming decadeSat Feb 01 2025 - 05:00
Trump’s return signals a bumpy ride for markets and companies Global uncertainty is rising but is for now well short of the dramatic heights seen during the US president’s first administrationTue Jan 28 2025 - 05:45
Apple investors turn jittery as earnings loom Concern about slow sales in China and roll-out of company’s AI systemMon Jan 27 2025 - 05:45
More corporate chiefs fall in line behind Napoleonic Trump Former Trump critic Sam Altman of OpenAI suddenly reckons the US president ‘will be incredible for the country in many ways’Sun Jan 26 2025 - 06:15
Do analysts share Mark Zuckerberg’s preference for ‘masculine energy’? Analyst downgrades and share-price falls more likely when a female chief executive uses uptalk, researchers have foundTue Jan 21 2025 - 05:00
Not a bubble but beware: Howard Marks on Nvidia and valuations Billionaire investor says Nvidia is cheap compared to the Nifty Fifty, the infamous growth stocks like Polaroid and Xerox that excited investors in the early 1970sMon Jan 20 2025 - 05:45
From woke to wooing: companies kneel before Donald Trump Coca-Cola hit the headlines after gifting Trump with his very own personalised Diet Coke bottle for his inaugurationSun Jan 19 2025 - 06:15
Next Government’s newborn savings plan for newborns needs to aim higher A ‘conservative’ interest rate of 4% was noted in Fine Gael’s election manifesto for the savings out to age 18 but the S&P has performed much better than that over long time framesSat Jan 18 2025 - 06:15
Can Ryanair and airline stocks take off in 2025?Bank of America sees a better year ahead for airline investorsTue Jan 14 2025 - 05:00
Zuckerberg swaps fact-checking for Trump: a risky bet?Meta investors don’t seem to be fretting – for now, anywayMon Jan 13 2025 - 05:00
Nvidia and the magnificent seven continue to drive marketsIs it tenable for markets to be so reliant on so few stocks?Sun Jan 12 2025 - 06:00
Trump policies face market scrutiny as yields spikeInvestors are wary of what exactly the incoming presidential administration will doSat Jan 11 2025 - 06:00
Investors chase US stocks as valuation risks mountMost investors appear unbothered by ‘stratospheric’ US pricesTue Jan 07 2025 - 06:00
Ignore Wall Street and brace for ‘extremes’ in 2025 Strategists who play things safe will probably be way offMon Jan 06 2025 - 06:00
Intel goes from dominance to despairAnalysts remain wary of the one-time giant of chip stocksSun Jan 05 2025 - 06:00
Broadcom becomes the latest tech stock trillionaireEight tech giants now hold combined market capitalisation of almost $19trnSat Jan 04 2025 - 06:00
