Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
Tag: Richard de Lisle
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
A year on from the collapse of Silicon Valley Bank, European banks have put themselves in a promising position, according to investors.