Smart Investor: The Dollar’s Decline, Nvidia’s $5 Trillion Milestone, and Why the AI Spending Spree Could Spell Trouble We wrap up our coverage of the markets and the week. Want to stay informed with ...

UK universities are a vital economic asset, but they are also Britain's 'equivalent of Gulf oil.' There are opportunities here for investors, says Matthew Partridge ...

The AI boom is visible from orbit. Satellite photos of New Carlisle, Indiana, show greenish splotches of farmland transformed ...

Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than ...

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” third-quarter 2025 investor ...

It feels like the AI race has reached an inflection point. Investors want results, not more pledges for further spending.

Diamond Hill Capital, an investment management company, released its “Select Fund” third-quarter 2025 investor letter. A copy ...

Four of the biggest U.S. technology companies flagged plans this week to accelerate capital spending over the next year but ...

A fter a months-long trade war between China and the United States, Presidents Donald Trump and Xi Jinping are scheduled to ...

Three very different technology companies that offer unique investment propositions.

Two-thirds of organisations (66%) surveyed believe climate technology is or will become essential. Already, 21% are investing within existing budgets, with another 21% planning to do so in the next ...

Overall, S&P 500 companies are forecast to spend $1.2 trillion on capital expenditures this year, a record level that has ...