Microsoft

Warren Buffett slashes Apple stake as Berkshire cash soars to record high

Companies

Warren Buffett slashes Apple stake as Berkshire cash soars to record high

Cash hits $325.2bn

clock 04 November 2024 • 2 min read
FCA urges financial services firms to step up defences against CrowdStrike-style incidents

Technology

FCA urges financial services firms to step up defences against CrowdStrike-style incidents

Surge in third-party related incidents

clock 01 November 2024 • 2 min read
Microsoft and Meta shares dip as results fail to meet investors' expectations on AI delivery

Companies

Microsoft and Meta shares dip as results fail to meet investors' expectations on AI delivery

S&P 500 and Nasdaq both fell

clock 31 October 2024 • 3 min read
BlackRock and Microsoft partner for launch of $30bn AI infrastructure fund

Companies

BlackRock and Microsoft partner for launch of $30bn AI infrastructure fund

Focus on data centres in the US

clock 18 September 2024 • 2 min read
Liontrust Global Innovation team: Trading the AI gold rush beyond the Magnificent Seven

Equities

Liontrust Global Innovation team: Trading the AI gold rush beyond the Magnificent Seven

Focus on ‘picks and shovels’

clock 27 August 2024 • 4 min read
Nvidia surges past Apple with $3trn valuation

Markets

Nvidia surges past Apple with $3trn valuation

Ahead of June 7 stock split

clock 06 June 2024 • 1 min read
TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable

Emerging markets

TSMC and Infosys most frequent top ten holdings across JP Morgan AM trust stable

Emerging markets dominate

clock 10 January 2024 • 1 min read
Fundsmith Equity's Terry Smith questions if there are any AI winners

Fund management

Fundsmith Equity's Terry Smith questions if there are any AI winners

Annual letter to shareholders

clock 09 January 2024 • 4 min read
SJP's Onuekwusi trims US exposure on 'concentration conundrum'

US

SJP's Onuekwusi trims US exposure on 'concentration conundrum'

Magnificent Seven domination concerns

clock 01 December 2023 • 2 min read
Government directs Competition and Markets Authority to increase focus on economic growth

Regulation

Government directs Competition and Markets Authority to increase focus on economic growth

‘Strategic steer’

clock 24 November 2023 • 2 min read
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