Markets Magnificent Seven surpass EU GDP: Is this a tech bubble warning? The combined market value of the US 'Magnificent Seven' tech giants has surpassed the EU’s GDP, raising concerns of a tech bubble. While valuations are high, comparisons to the dot-com era suggest this may be a structural shift. 04/10/2025
Markets OpenAI’s Stargate locks in Korean chipmakers, boosting shares SK Hynix and Samsung are poised to benefit from unprecedented demand for high-bandwidth memory as OpenAI embarks on its $500bn (€425bn) global AI infrastructure push. 02/10/2025
Economy German business sentiment drops: Is the ambitious fiscal plan at risk? Germany’s business sentiment fell in September, raising doubts over recovery despite fiscal stimulus. Execution delays, labour shortages, and sector bottlenecks risk dragging on growth. Meanwhile, European stocks trail Wall Street as investor focus shifts. 24/09/2025
Markets Tech giant Alibaba sees shares rise after CEO pledges AI spending lift The e-commerce company also launched its largest ever artificial intelligence model, the Qwen3-Max, as AI competition grows between tech firms. 24/09/2025
Business Nvidia invests $100 billion in OpenAI to fuel its computing power The landmark agreement will boost the ChatGPT maker's computing power with multi-gigawatt data centres, powered by millions of Nvidia's high-speed graphics processing units. 23/09/2025
Business Nvidia pledges to invest £2 billion to boost AI start-ups in the UK This comes on the back of a series of tech announcements in the UK this week, shared while US President Donald Trump visits the country. 19/09/2025
Markets European markets open higher after rally on Wall Street, slide in Asia An interest rate cut earlier this week by the US Federal Reserve has boosted sentiment in Europe and the US. Investors are also watching for news of a phone call on Friday between President Donald Trump and China's President Xi Jinping. 19/09/2025
Business Nvidia invests $5 billion in Intel to develop AI infrastructure Intel will design and manufacture custom data centres and personal computing products hand in hand with the world's most valuable public company. 18/09/2025
Business Nvidia violated antitrust laws, China says as US trade talks continue The chipmaking giant is facing an investigation by the State Administration for Market Regulation (SAMR) in China for an earlier acquisition. 15/09/2025
Tech News What we know about Alibaba’s potential new AI chip The potential new chip could have global implications as the AI arms race makes pace. 01/09/2025
Business Nvidia AI chips sales rise but so do fears of an AI bubble bursting Nvidia, the world’s most valuable company, is not seeing its sales grow as quickly as expected, fuelling investors’ worries about a persisting tech bubble. 28/08/2025
Tech News Why is China turning its back on AI chip giant Nvidia? China reportedly told local tech companies to stop buying Nvidia's chips due to alleged security concerns, as the global AI race intensifies. 22/08/2025
Business Chipmakers Nvidia and AMD to pay 15% of China revenue to US government The unprecedented deal is part of a bargain to secure US export licenses for the Chinese market. 11/08/2025
Business Trump declares 100% computer chip tariff unless firms build in the US The announcement comes more than three months after Trump temporarily exempted most electronics from his administration's most onerous tariffs. 07/08/2025
Markets Magnificent Seven widen gap over Europe's giants as AI race heats up The US ‘Magnificent Seven’ have pulled far ahead of Europe’s corporate giants, driven by massive AI growth. While US tech surges, Europe’s top firms—mostly in traditional sectors—struggle to keep pace in the new innovation-driven economy. 18/07/2025
Markets ASML sees share price drop as Trump’s tariffs darken outlook The Dutch tech firm saw its shares drop almost 7% in morning trading after it released second-quarter results. Sales rose above analysts’ expectations, although ASML warned that tariffs threaten its growth target for 2026. 16/07/2025
Tech News Two new AI web browsers hope to challenge Google’s dominance in search AI giants OpenAI and Perplexity are launching search browsers powered by AI as Google continues to face anti-competition lawsuits and fines. 10/07/2025
Business Nvidia hits $4 trillion making it world’s most valuable company Chipmaker Nvidia became the first public company to top $4 trillion in value on Wednesday after a two-year investor frenzy. 09/07/2025
Markets Nvidia is on track to become the most valuable company in history The value of the leading chip designer temporarily hit a new record on Thursday, briefly making it the most valuable company in history, with a market capitalisation nearing $4 trillion. Analysts predict it will soon break the record again. 04/07/2025
Markets Nvidia shares surge as earnings beat despite chip export restrictions Nvidia’s shares surged during extended trading hours as its quarterly earnings surpassed analysts’ expectations. While the China-related impact weighed on results, the company anticipates steady growth in the current quarter due to continued robust global demand for AI. 29/05/2025