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
Leo Varadkar anecdote exposes financial blind spotFormer taoiseach's claim that even ministers don’t always understand percentages underlines lack of financial understanding in societyTue Dec 17 2024 - 05:00
UnitedHealth targeted: US healthcare giant faces scrutiny after chief executive’s murderIndustry may face regulatory backlash with spotlight turned on sectorMon Dec 16 2024 - 05:00
Irish savings on the rise, but are we saving wisely?Savers here are notoriously shy when it comes to investing in the marketSun Dec 15 2024 - 05:00
Outcry over Eoin Hayes’s Palantir shares may be missing the pointPalantir's business belies its dark reputationSat Dec 14 2024 - 06:00
AI and political risks loom large in 2025Bank of America says we are in a period of rising risk and rising returnTue Dec 10 2024 - 05:00
The $4 trillion chase is on for Apple and Nvidia Tech giant was first to $1tn, $2tn and $3tn landmarks but faces strong competition from AI chipmaker on next market cap milestoneMon Dec 09 2024 - 05:00
No quick fix for Intel’s woes as chief executive exitsPat Gelsinger’s decision to step down was initially greeted enthusiastically, with shares rising only to subsequently slide lowerSun Dec 08 2024 - 06:00
Tesla’s board learns the cost of worshipping Musk Judge says directors should not have agreed $100bn pay deal she has blocked, criticising the board’s lack of independenceSat Dec 07 2024 - 06:00
AI is unmasking CEOs’ ‘white lies’Taking longer to answer a question can indicate deceptive behaviour, because it reflects the mental effort involved in crafting a misleading responseTue Dec 03 2024 - 06:00
Bubble beliefs are growing in the stock market S&P 500 is on track for back-to-back annual gains of more than 20% for first time since dotcom bubbleMon Dec 02 2024 - 05:00
Builder knows best? The Apple gamble that paid off bigNFL star Rob Gronkowski has seen the value of his accidental investment multiply over the last decadeSun Dec 01 2024 - 06:00
Trump tariff threats fail to rattle markets, but risks lingerMarkets seemingly see threats of 25% tariffs on neighbours Mexico and Canada this as typical Trump blusterSat Nov 30 2024 - 06:00
Bitcoin: no yield, no dividend, no problemCryptocurrency is a digital asset that has proven you don’t need a practical use case to be a lucrative investmentTue Nov 26 2024 - 05:00
Nvidia is dominating the global market – and shaping the futureAI chipmaker accounts for 4.3% of MSCI All Country World index – more than all countries except the US and JapanMon Nov 25 2024 - 05:00
Robert Kennedy jnr: Pharma investors brace for impactVaccine makers and companies manufacturing breakthrough obesity drugs saw share prices fall on nominationSun Nov 24 2024 - 06:00
AI bubble: fact or fiction? JP Morgan sanguine as rising share prices are accompanied by increased earnings among dominant ‘magnificent seven’Sat Nov 23 2024 - 06:00
Can the stock market save America from Trump’s excesses?Academic argues that Trump’s regard for market movements will act as a check against policy overreachTue Nov 19 2024 - 05:00
Naming, shaming and ethics training for financial advisersUS study finds about one in 15 advisers has a history of ‘serious misconduct’ with rate rising to one in six in certain regions and firmsTue Nov 19 2024 - 05:00
Trump 2.0 boosts already expensive stock marketsAssumption of continued US outperformance ignores the fact that American markets are almost as expensive as they have ever beenMon Nov 18 2024 - 05:00
Musk’s $100m presidential gamble pays off big for Tesla Tesla’s rocketing share price indicates investors expect incoming president to return the favourSun Nov 17 2024 - 06:00
One company, three prices: TSMC mispricing echoes the 2000s dotcom bubbleChipmaker is cheaper, or more expensive, depending on where you are buyingTue Nov 12 2024 - 06:00
Is Warren Buffett losing his faith in stocks?Sage of Omaha has pulled back from shares in recent monthsMon Nov 11 2024 - 05:00
Trump’s election win can’t keep Truth Social shares aloftWhat next for the president-elect’s social network of choice?Sun Nov 10 2024 - 05:00
Trump’s win widens the US-Europe market gapMarkets outside the US have lagged for yearsSat Nov 09 2024 - 06:00
Polarised America: Political loyalties are shaping US finances A new Harvard review finds that people are usually more optimistic about the economy when their preferred party is in powerTue Nov 05 2024 - 06:00
For investors, does it matter who wins the US election?Stocks may well rise during a second Trump administration but autocracy not good for investors as healthy markets require healthy democratic institutionMon Nov 04 2024 - 06:00
Corporate giants back down as Donald Trump election win in prospectThis US election, compliance risks becoming a calculated bet on the rise of authoritarianismSun Nov 03 2024 - 06:15
Donald Trump’s deportation agenda overlooks immigration’s role in US success Infusing new people into the workforce is ‘not just desirable’ but ‘economically necessary’, says chief executiveSat Nov 02 2024 - 06:15
Investors still face wait for overdue Irish ETF tax reformsGovernment report recommends change on tax rate and offsetting of losses but it will be for another government to put in placeTue Oct 29 2024 - 06:00
Fear of Trump causes US billionaires to hold their tonguesFrom Warren Buffett to Bill Gates, corporate America seems fearful a victorious Trump would seek to punish those who publicly oppose himMon Oct 28 2024 - 06:00
Goldman warns of lost decade for US stocksDominated by handful of megacap tech stocks, index has enjoyed annual returns of 13% over the last decadeSun Oct 27 2024 - 06:00
