Connect
AI bubble a worry but stock valuations not as high as they would appear
Continent’s top firms drove most of European equity gains last year
Top stocks are still moving in different directions
Institutional respectability has boosted the crypto asset
Trump ranks below Obama, Clinton and other Democrat presidents in a large group seen as having little impact on markets
A quarter of the average British portfolio is already allocated to the UK even though it accounts for only 4% of global market capitalisation
Report said ‘controversies surrounding Elon Musk’ caused its brand value to sink 12%
Investors fret that €1.8bn EU fine might break down ‘walled garden’ Apple has long built around its products
Stocktake: As market historian Professor Paul Marsh bluntly notes, the question today ‘is whether the price is too high; it’s not whether or not it’s a bunch of junk’
Stocktake: Issues with AI chatbot Gemini indicate Google is ‘trailing and mis-executing in a fast-moving and high-stakes space’
Stocktake: Some 80 per cent of revenue pertains to hardware, but Apple ‘trades on a software multiple’
Tax levied on ETFs makes Berkshire Hathaway a good investment bet even if it performs no better than an index fund
Chipmaker expects to maintain 76% profit margins but enormous margins mean competition is inevitable
Almost all important indices are weighted by market capitalisation, but the Dow is a price-weighted index
Chipmaker’s shares would have to more than triple over the next year to resemble the Cisco bubble