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big tech
Market Reports
January 9, 2026
Value benefits from AI fatigue and rising Taiwan tensions
U.S. large-cap stocks are extending their rally into the new year, but a growing number of asset…
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Investing
August 28, 2024
Nvidia disappoints with revenue expectations, delays new chip
Nvidia, the crown jewel of the AI revolution, failed to meet investors’ high expectations on…
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Opinion
August 5, 2021
Opinion: Regulating big tech
Jay Powell was appointed by Trump. Trump denied Janet Yellen, the previous chair of the Federal…
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Asset Managers
March 26, 2021
‘Asia: growth shifts from big tech to niche players'
Growth in the Asian stock market no longer comes from big tech companies. The best growth…
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Asset Allocation
October 20, 2020
‘Investors must hold big tech to account’
Many technology companies have risen to dominance in a relatively short space of time, with…
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Asset Allocation
July 30, 2020
Big tech wins big in crisis
I n mid-July, Bloomberg published a revealing, or if you wish, shocking message: a list of the…
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Asset Allocation
July 27, 2020
The Big Tech story: can the biggest get even bigger?
The market value of big technology companies such as Facebook, Apple, Amazon, Microsoft and Alphabet…
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