De Lisle Partners: Energy is the real winner of the AI race
Artificial intelligence requires masses of energy to run, making it a prime benefactor of the theme, writes Dan Scott Lintott
Nvidia
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Fund manager profile: J. Stern’s Christopher Rossbach on when stars align
Fund manager Christopher Rossbach talks about the opportunities his team is exploiting in the global economy to achieve growth
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CCLA mental health benchmark reveals limited progress over past year
As CCLA reveals that only 12 out of 119 companies have improved performance since last year
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Nvidia share price drops in after-market trading despite outperforming forecasts
Nvidia second quarter results post $30bn in revenue
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Weekly Outlook: Nvidia and Prudential first-half results
Key events for wealth managers for the week beginning 19 August
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Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
How CapEx from the Magnificent Seven is shaping markets
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Downing’s Paget: A question of diversification
What does diversification mean during this period of mega-cap domination? Downing’s Alex Paget takes a look
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Polar Capital Tech’s Rogoff: ‘Concentration risk remains elevated’
Shares soared 50.5% over the past year, but more than half its assets were concentrated in 10 stocks
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Dynamic Planner’s Jones on capturing complexity
The government is channelling money towards UK companies but will investors be tempted? writes the chief proposition officer
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Ark Invest: Don’t put all your eggs in the Nvidia basket
Investors will benefit over the long-term by from diversifying their AI exposure, rather than piling into a single stock dominating headlines today, writes Brett Winton
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Antipodes: Opportunities in AI are expanding beyond Nvidia
Markets have chosen Nvidia as the ultimate AI winner, but Alison Savas says other companies are stealing its thunder
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Together in electric dreams: Three IT sectors capable of top returns
All three sectors have the best chance of producing top returns, month in, month out
