Bernstein analyst Stacy Rasgon says Nvidia’s (NASDAQ: NVDA) recent deal with the California-based artificial intelligence (AI) startup, Groq, removes the last remaining bear case from its stock.Founded by Jonathan Ross – the architect behind Google’s first tensor processing unit (TPU) – the startup specialises in high-bandwidth, low-latency architectures.The announcement arrives…
Global public markets lost a significant number of companies to private equity in 2025, as boards and investors reassessed…
Markets tiptoed into Christmas with records on thin ice. US equities notched fresh highs in a shortened session, Japan…
Tesla shares’ more than 100% rally since early March has pushed the company’s market cap up to a staggering…
Markets tiptoed into Christmas with records on thin ice. US equities notched fresh highs in a shortened session, Japan…
Banks have enjoyed a formidable moat built on customer relationships, regulatory privilege, and distribution networks for decades. – but…
Europe enters 2026 with a positive ending to the year. Inflation is under control, interest rates have stopped moving,…
The artificial intelligence revolution has forced a brutal choice upon the world’s biggest cloud providers.Amazon, Microsoft, Google, and Meta…
A federal court ruling has cleared the way for the Trump administration to proceed with a sharp increase in…