Big Tech

Apple emerges as Wall Street’s favourite AI haven as spending fears hit

2026-10-22T23:00:00.000Z
Anthropic is on the runway to an initial public offering in November; targeting a US$2 trillion valuation in what will be the biggest test of continued investor appetite for the AI boom.
THE BOTTOM LINE

Anthropic’s IPO dreams may be eclipsed by the cloud

2026-10-19T06:12:41.000Z
On Oct 14, Anthropic reportedly told investors that it had revenues of US$16.8 billion in the third quarter and that, on its own adjusted measure, it was profitable.

The AI boom is threatened by an epidemic of unreliable numbers

2026-10-15T10:00:00.000Z
How sustainable is the current AI investment boom?

Chips up, Meta down and a Fed on hold: making sense of a week that went in every direction

2026-07-31T09:46:00.000Z
Is there increasing doubt around AI investments translating to profits?

Oil, AI and a wobbly yen: JP Morgan’s Raisah Rasid on what investors should consider now

2026-07-10T09:46:00.000Z
Today, roughly 80% of the European Union’s digital technologies are imported, primarily from the United States.

The missing ingredient for European tech sovereignty

2026-07-09T04:00:00.000Z
“Mangos” is shorthand for a six-company cluster said to be at the centre of the AI wave: Meta, Anthropic, Nvidia, Google, OpenAI and SpaceX.

Are the ‘Mangos’ stocks already turning soft?

2026-07-05T01:50:13.000Z
Is the current market dominance merely a byproduct of the AI-specific supply cycle?

Is the AI trade still intact? And why oil might be your next surprise

2026-06-26T09:46:00.000Z
Meta has removed facial-recognition code from an artificial intelligence companion app for its smart glasses.
THINKING ALOUD

The dumb choices that make smart glasses so appealing

2026-06-15T23:15:00.000Z
Agentic AI systems will act, plan, reason and execute complex tasks with minimal human intervention.
CIO CORNER

The Magnificent Seven: Old wineskin for new wine

2026-06-02T07:10:20.000Z