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 administration
Apple investors turn jittery as earnings loom
Concern about slow sales in China and roll-out of company’s AI system
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’
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 found
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 1970s
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 inauguration
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 frames
Can Ryanair and airline stocks take off in 2025?
Bank of America sees a better year ahead for airline investors
Zuckerberg swaps fact-checking for Trump: a risky bet?
Meta investors don’t seem to be fretting – for now, anyway
Nvidia and the magnificent seven continue to drive markets
Is it tenable for markets to be so reliant on so few stocks?
Trump policies face market scrutiny as yields spike
Investors are wary of what exactly the incoming presidential administration will do
Investors chase US stocks as valuation risks mount
Most investors appear unbothered by ‘stratospheric’ US prices
Ignore Wall Street and brace for ‘extremes’ in 2025
Strategists who play things safe will probably be way off
