ASML shares rally as Dutch group hails DeepSeek as ‘good news’
SquidGPT has no fear of the AI Whale
Traders bought chipmaker shares at ‘astounding’ pace as stocks wobbled this week
Minority shareholders viewed as victims of sales that undervalue companies
Wall Street steadies following sharp losses driven by concerns over Chinese AI group DeepSeek
Distressed debt investor says asset managers and other companies should not have been hit by AI fears
RBG says it is unlikely to secure funding needed to continue trading
If it turns out the moat around US tech stocks is not as deep as investors had hoped, the AI fairytale will unravel
An adjustment, not a shock
Billionaire investor says US stocks are in ‘very similar’ position as lead-up to internet bust at turn of millennium
Short sellers profit as US chipmaker loses nearly $600bn in market value on Monday
Regular payouts dip 0.4% in 2024 as London market follows US in repurchasing shares
Nvidia loses almost $600bn in market value on worries US groups are facing a ‘Sputnik moment’
Should investors turn to equally weighted index products?
Plus stocks for 2025
Bankers expect territory to benefit from US-China tensions and Beijing’s capital controls
The natural buyers of new equity have suffered relentless outflows
Giddy investors have pushed up stocks in one of the stronger opening months to any year in the past decade
If the US president takes a more flexible approach, tariffs may end up being used as a bargaining tool rather than end goal
Plus GLP-1’s and packaged foods
They undercut traditional managers while upselling traditional ETF investors
Level last seen in 2002 as tech-fuelled equity rally throws up red flag on ‘Fed model’ for comparing valuations
Academic findings on macro-market behaviour contradict widely accepted previous research
Equities rally as authorities set explicit investment targets for mutual funds and state-owned insurance companies
