Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.

Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Yet another AI fund, competition is a good thing, let’s unleash the leverage, Baby! Pony is making driverless car progress, Amundi is bullish on Asia, learning to suffer heroically and much more.
Machine learning Chinese investment, BlackRock’s AI patience, Time Magazine’s AI cover, happier staff equal better returns, do wealth managers add value? Schroders,
sexy legs and much more.
FSA highlights five global equity funds with top ranked performance year-to-date after outperforming in 2023.
Doubling down on crypto, Saudi ETFs in China, Contrarian AI call at Goldman, Disappearing stock market, Microsoft throws in the DEI towel, Small cap warning and much more.
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently.
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Part of the Mark Allen Group.