Chatbots are getting smarter, and their appetite for chips, electricity and data centres is growing even faster. For investors, the opportunity is widening from the companies...

Rather than relying on one superstar stock or theme, the FTSE has had several engines helping to push it towards the 11,000 mark. For years, the FTSE 100’s lack of big...

The Daily Breakdown takes a closer look at TJX Companies, as the stock of this premium retailer is in the midst of a 20% decline. Before we dive in, let’s make sure you’re set...

Gold has climbed to a three-month high as investors reassess the outlook for US government debt, interest rates and the dollar. Why gold is rising again The immediate...

FX traders are getting a reminder that sometimes getting paid to wait can matter more than picking the next big currency comeback. Currencies backed by higher interest rates...

After shares climbed more than 100% over the past year and 200% over the past three years, The Daily Breakdown digs into Caterpillar. Before we dive in, let’s make sure you’re...

CoreWeave, Applied Materials and Cisco Face the Earnings Test This week’s earnings from CoreWeave, Applied Materials and Cisco will offer three different views of the AI...

On a total-return basis, McDonald's has climbed in 11 straight years. Now down almost 10% in 2026, The Daily Breakdown takes a closer look. Before we dive in, let’s make sure...

The past month has looked dramatic for semiconductors. Many of the world's largest chip stocks have fallen 30% to 40%, erasing part of the extraordinary gains made earlier this...

The Daily Breakdown takes a deep dive into Marvell, as the company's volatile but soaring stock price takes us down the AI rabbit hole. Before we dive in, let’s make sure...