AI

The AI sell-off: a warning or an opportunity?

The AI sector has had a rough ride in recent weeks. But while some see this as a warning sign that the AI boom is running out of steam, others, like my colleague James Altucher, believe this is just the natural shakeout before the real AI opportunity emerges.

Will a recession kill AI stocks?

In today’s issue: Is Trump planning for 100 years? Recession or buy the dip? Who would you buy first? This from President Donald Trump last…

Did Apple just kill Qualcomm with a paragraph?

One single, innocuous paragraph in an Apple press release is a sign of the changing times in the semiconductor market – and it might also be the first sign of the death knell for the currently dominant Qualcomm.

Britain is building a supercomputer faster than Elon Musk’s – here’s why it matters

Britain is building an AI supercomputer twice as fast as Elon Musk’s, backed by £39 billion in investment. A major shift is underway – don’t miss it.

Microsoft's $276 billion opportunity (that isn't a crazy quantum chip)

For all the promise of Microsoft’s other businesses – be it Azure, its Business and Productivity services, or devices – Sam thinks it’s somewhere else that might be where it really sees the biggest short-term growth opportunity…

Britain’s AI legacy: the next chapter in a century of innovation

Britain’s legacy of innovation, from Turing to AI, is now entering a new era – with £39 billion in private investment reshaping the UK’s technological future

Nvidia dumps SoundHound. But who did it buy as a replacement?

Nvidia pumps SoundHound then dumps it. The big question is, why did Nvidia sell up? And what’s it adding instead? Sam Volkering takes a look…

Britain’s £39 billion transformation – now revealed

A new industrial revolution for Britain? We pull back the curtain on what could be one of biggest investment opportunities in years…

The answer to British nuclear is the Magnificent Seven

It’s the hardest PR job in the world, making people see the benefits of nuclear. That's why the UK government has it all wrong. They should be leaning on “Big Tech”, the AI companies, to get it done

Is this Britain’s Elon Musk? Er, no…

At what point does the government realise they have run out of private sector workers to tax? In a way, that has already happened. Not just here in the UK, but globally. It’s why government debt continues to rise. As grim as it may seem, we do have hope. And we are optimistic.

Is META or AVGO a better buy?

Tech is advancing at great speed – and a fundamental part of that is AI. 2025 could see the most rapid and mind-blowing advancements we’ve ever seen in technology yet. But just how fast is this coming? And who is set to take advantage?

Will we ever be able to trust China?

DeepSeek’s release and the tanking of the US market gave us food for thought this week, plus John Butler weighed in on ratios and stagflation – and what investors need to know…

What is DeepSeek and why did it tank the US market?

China’s DeepSeek tanked the US market in a weekend – so what does this mean for the future of AI stocks? It could be more positive than you think…

The UK will never be the centre of AI because of “plans” (and energy)

Sam Volkering weighs in on Labour’s “AI Opportunities Action Plan” and the two problems it faces: cost and energy demand. Is it possible for the UK overcome them and become a powerhouse of growth thanks to AI?