Few doubt that 2025 will be another huge year for AI, but when looking for interesting investment opportunities, investors can sometimes allow details to obscure the bigger picture. In our view, Alphabet (GOOG:NASDAQ) remains an outstanding growth business with strong AI levers to pull, currently trading a large discount to other 'Magnificent Seven' stocks.This valuation gap will, we believe, narr

It's been a bumpy week for US markets and investors have pulled out as caution creeps in. What could make markets cautious? Well, Donald Trump 2.0 incoming for one, a man who has no problem making up policy on-the-hoof which means we really are entering unknown territory as far as a whole host of issues goes.More tangibly, stronger-than-expected producer price index inflation data sparked increase

Share price drifts as investors take a breatherAge of AI in full steam, states CEO Jensen HuangExpect analyst upgrades to flood inWhichever way you look at it, Nvidia's (NVDA:NASDAQ) Q3 earnings crushed it, surging past forecasts while continuing to demonstrate remarkable growth across its key business segments. 'The numbers speak for themselves', said AJ Bell investment analyst Dan Coatsworth. 'N

Turning a lacklustre 2024 on its head, Tesla (TSLA:NASDAQ) delivered stronger third-quarter profits than Wall Street expected after the close on 23 October 2024. Elon Musk's electric vehicle maker reported its first year-on-year bottom line growth of 2024 to the delight of investors, sparking a 22% rally in the share price, its biggest one-day jump in more than a decade.The share price rally added

Stock has been hurt after 'We, Robot' event flopFocus on EV sales volumes, margins and China rebootQuarterly earnings seen 10% lower year-on-yearWith earnings season kicking into high gear, Tesla (TSLA:NASDAQ) remains a crucial one to watch for retail investors, with results due after the close of US markets on Wednesday (23 Oct).Tesla shares have taken a hit this month, down 12%, following the un

The stock market was hungry for detail on Tesla's (TSLA:NASDAQ) robotaxi launch timelines and regulatory roadblocks, but all it got was a slick film-set demonstration vague on vital information leaving investors barely any the wiser.Elon Musk showcased Tesla's 'Cybercab' during the company's highly anticipated 'We, Robot' presentation (10 Oct), but investors were left underwhelmed and the stock pl

Pivotal sees stock hitting $260 in 2025Datacentres, cloud services and AI major driversTruist recently upped its own target price to $265Analysts at Pivotal Research have started coverage of Amazon (AMZN:NASDAQ) and see up to 40% upside from the stock thanks to the tech giant's strong organic growth potential and its robust multi-sector market position.In a note to clients, the Canadian research h

A report published in 2023 by BNP Paribas showed that 70% of investors surveyed expected to increase their focus on thematic investing over the following three years. Clearly this is an area which is moving into the mainstream at pace but what exactly is thematic investing and how should investors think about getting involved?In this article we'll look to provide a broad-brush definition of themat

It's said there are only two certainties in life ? death and taxes ? and as it stands the world is steadily getting older, with not enough births or young people coming through to offset the increasing ranks of the middle-aged and old-aged.Moreover, according to the United Nations' latest World Populations Prospects study which came out earlier this year, the global population is likely to peak th

Regular readers of this column will be well aware of its faith in the Philadelphia Semiconductor index, or SOX, as a valuable indicator to follow and after the summer stock market stumble the 30-stock benchmark is well and truly in the headlines. At its early-August low, the SOX had lost 25% of its value in just a month. It has since rebounded by a sixth. Given the SOX's importance as both a guide

It has been a very mixed week for US stocks as the big tech names which had led indices to fresh records in 2024 were on the retreat.The catalyst for the sell-off was concern about AI and, notably, Alphabet's (GOOG:NASDAQ) plans to spend heavily in this area without much indication of when this investment might pay off.Notably, outside of tech it was a happier picture for Wall Street with the Russ

New delivery hub will go live in 2027Relief rally after bad news on CanadaOcado shares down 53% year-to-dateShares in Ocado (OCDO) were up nearly 6% to 346p as the online grocery retailer said it planned to build a third CFC (customer fulfilment centre) in Kuki-Miyashiro prefecture in Japan.The new CFC will go live in 2027 and will be developed with hypermarket group AEON (8267:TYO). SIGN O

Over the coming years investors in ETFs (exchange-traded funds) can expect further flexibility and choice as actively managed products move into the mainstream and a broader range of themes and investment areas are captured by the industry.In this article we will look at some of the emerging developments in the ETF space and highlight four products tailored to different investment objectives and a

DANAHER FAST FACTSTicker: DHR:NYSEShare price: $253Market cap: £141.5 billionUS biotechnology, life sciences and diagnostics company Danaher (DHR:NYSE) is one of the most successful companies to list on the New York Stock Exchange that few people outside the US have heard of.This feature peeks under the bonnet to see how the company has achieved its success and explores its prospects.Steven and M

Just when investors think they have got the measure of Tesla (TSLA:NASDAQ), Elon Musk drops a bomb. Having feared the worst, Tesla?s first quarter (Q1) 2024 report (25 April) gave investors the clarity they were seeking on mass-market vehicles, and while detail remains thin, Musk said production would likely begin ?in early 2025, if not later this year? and would include ?more affordable models.?T

First-quarter sales miss forecastsFull-year growth and margins confirmedStrong growth from emerging marketsSmith & Nephew (SN.) topped the FTSE gainers on Wednesday, rising 3.4% to £10.16 despite medical equipment maker missing first quarter sales estimates due to soft trading in its Advanced Wound Management franchise.Year-to-date the shares continue to lag the FTSE 100, falling 5% compared with

Signs of customer restockingFirst quarter tops forecastsShares up over 7% after-hoursAI (artificial intelligence) has dominated the chip conversation in recent months but from the sounds made by Texas Instruments (TXN:NASDAQ), the industry could be primed for a far more broadly-based demand bounce as the months roll forward.The Dallas-based business is the world?s biggest manufacturer of analog se

Lowest profit margins in four years predictedElectric vehicle maker appears to have ditched its low-cost model plansStock has fallen 42% this yearMega tech earnings kick-off this week with Tesla (TSLA:NASDAQ) set to get the ball rolling after the market close Tuesday (23 Apr), and the results and commentary are likely to be bleak.The electric vehicle giant earlier this month reported an 8.5% decli

Investors in London showed confidence on Monday, as Ocado boosted the FTSE 100 despite shareholder pressure to move its listing to the US, while takeover talks drove Hipgnosis Songs Fund and Tyman in the FTSE 250.Amongst individual stocks, Ocado boosted the FTSE 100 on pressure to move to the US. The FTSE 250 got a boost from takeover talks for both Hipgnosis Songs Fund and Tyman.The FTSE 100 inde

iShares Automation & Robotics ETF(RBTX) £10.22Fund size: £2.77 billionIn scenes from the film I, Robot, androids can be seen doing all sorts of household tasks ? running errands, carry heavy shopping, cleaning the home, for example. In the real world most robots do repetitive, heavy-lifting, and dangerous tasks in places like car factories.Yet humans and robots are forming a close friendship lik