Meet the fund manager: Stephen Yiu on Meta, Nvidia and cashing in on the AI boom April 29, 2024 In this weekly series, investment reporter Elliot Gulliver-Needham sits down with a fund manager for a Q&A. This week, we’re hearing from Stephen Yiu, manager of Blue Whale Growth fund.
‘Magnificent Seven’ sell-off ahead of big week for big tech April 22, 2024 Big tech share prices have been dented by a sector-wide sell-off of risky assets ahead of four "Big six" firms reporting Q1 results.
Is there an AI bubble and will it burst? April 10, 2024 As stocks like Nvidia have risen over 200 per cent in the last year, some are worried an AI bubble is emerging. Jess Jones and Elliot Gulliver-Needham take a closer look
Arm is overvalued, will struggle to keep up with Nvidia says new report April 8, 2024 Arm is also unlikely to match the long-term earnings potential of its meatier rival Nvidia, according to a Morningstar report.
Are Tesla and Apple losing the big tech war? Here’s how Microsoft, Meta, Amazon, Nvidia and Alphabet compare April 6, 2024 Tesla has tanked over 30 per cent while Apple is down roughly nine per cent since year to date, compared to the S&P 500 which has risen.