The AI investment story has been built around a simple assumption: as artificial intelligence becomes more capable, demand for computing…

India has been one of the world’s best-performing major equity markets over the past decade, supported by strong GDP growth,…

The AI investment theme has gone from market darling to market concern in just a few weeks. Semiconductor shares have…

Chinese equities have gone through an extraordinary boom-bust-recovery cycle. Regulatory crackdowns, the property crisis, weak consumer confidence and geopolitical tensions…

Credo Technology (NASDAQ:CRDO) has emerged as one of the fastest-growing semiconductor infrastructure companies benefiting from the artificial-intelligence investment boom. Rather…

Initiation of coverage 315p Net assets: ~£2.06 billion Dividend yield: ~3.5% Benchmark: MSCI ACWI High Dividend Yield in GBP Murray…

Every AI model ultimately runs inside a power-hungry datacentre, and every datacentre requires vast quantities of copper. So while investors…

After the England football team got off to a good start, investors might already be dreaming of a place in…

Some years ago, a landmark study by Professor Hendrick Bessembinder found a small minority of US shares generated the bulk…

Interest in BigBear.ai (NYSE:BBAI) has surged as retail investors search for the next AI-driven growth story beyond mega-cap technology stocks.…