Artificially Inflated Artificial Intelligence Stocks – The FOMO Effect?

The meteoric rise of artificial intelligence (AI) stocks has captivated investors worldwide, but beneath the headlines lies a growing concern: are these valuations built on genuine fundamentals, or are they the product of collective psychology? Increasingly, analysts point to the possibility that the fear of missing out (FOMO) is a potential driver of this rally, …

China’s position on open-source artificial intelligence (AI) is upending the global AI race

China’s embrace of open-source artificial intelligence (AI) is revolutionising the global AI landscape, challenging traditional notions of innovation and competitiveness in this rapidly evolving field. Traditionally, the AI sector has been dominated by proprietary models and closed-source systems, particularly in the U.S. However, China has made a strategic pivot towards open-source initiatives, driven by trailblazers …

Artificial intelligence capable of matching humans at any task will be available within five ten years

Artificial General Intelligence (AGI), a form of AI capable of matching or surpassing human intelligence across all tasks, is expected to emerge within the next five to ten years, according to Demis Hassabis, CEO of Google DeepMind. Speaking recently, Hassabis highlighted the advancements in AI systems that are paving the way for AGI. While current …

The UK is planning to build a homegrown artificial intelligence rival to OpenAI

In a bold move to establish as a global leader in artificial intelligence, the United Kingdom is undertaking an ambitious initiative to develop a homegrown competitor to OpenAI. This initiative is part of a broader strategy to enhance the nation’s computing infrastructure and foster innovation in AI technology. Prime Minister Keir Starmer’s administration has committed …

EU gives greenlight to the world’s first significant law on artificial intelligence

On Tuesday 21st May 2024, European Union member states reached a consensus on the world’s first significant law to regulate artificial intelligence, a move echoed by institutions globally to implement controls on the technology. The EU Council announced it has granted final approval for the AI Act, a pioneering regulation designed to establish the first …

AMD enters AI-powered PC race as artificial intelligence demand grows

U.S. microchip giant Advanced Micro Devices (AMD) is investing in AI PCs to take on the likes of Nvidia and Intel and Arm as the AI race gains momentum. As the AI market expands so too will AI powered personal computer (PC). These are personal computers embedded with processors specifically designed to perform AI functions such as real-time language translation. Intel …

Meta and Microsoft say they will buy AMD’s new AI chip – Wall Street loves Artificial Intelligence

Meta, OpenAI, and Microsoft said they will use AMD’s newest AI chip, the Instinct MI300X. An indication that tech companies want alternatives to the expensive Nvidia graphics processors that have been essential for artificial intelligence (AI). If the MI300X is good enough and inexpensive enough when it starts shipping early next year, it will likely …

Claude Sonnet 4.5: Anthropic’s Leap Toward Autonomous Intelligence

Anthropic has unveiled Claude Sonnet 4.5, its most advanced AI model to date—described by the company as ‘the best coding model in the world’. Released in September 2025, Sonnet 4.5 marks a significant evolution in agentic capability, safety alignment, and real-world task execution. Designed to power Claude Code and enterprise-grade AI agents, Sonnet 4.5 excels …

Apple launches its Apple Intelligence – ChatGPT integration with Siri

Apple has finally rolled out updates for iPhone on Wednesday 11th December 2024, iPad, and Mac software, featuring the highly anticipated ChatGPT integration with Siri. The integration is activated when Siri is posed with complex questions. If a question is deemed more suitable for ChatGPT by Apple’s software, Siri will request user consent to utilise …

Apple finally now has AI and it’s called: Apple Intelligence (AI)

Apple has entered the artificial intelligence race with the announcement of its version of AI – Apple Intelligence on Monday 10th June 2024, in its attempt to catch up in the AI race. Reportedly to use it on your phone, you’ll need at least the high-end iPhone 15 Pro from this year’s lineup. According to …

Are U.S. Markets in an ‘Everything Bubble’?

The phrase ‘everything bubble‘ has gained traction among investors and commentators who fear that multiple asset classes in the United States are simultaneously overvalued. Unlike past episodes where excess was concentrated in one sector—such as technology in the late 1990s or housing in the mid‑2000s—the current concern is that equities, property, and credit markets are …

When Markets Lean Too Heavily on High Flyers

The recent rebound in technology shares, led by Google’s surge in artificial intelligence optimism, offered a welcome lift to investors weary of recent market sluggishness. Yet beneath the headlines lies a more troubling dynamic: the increasing reliance on a handful of mega‑capitalisation firms to sustain broader equity gains. Breadth Markets thrive on breadth. A healthy …

Nvidia’s Latest Financial Results – Q3 2025

Nvidia has once again (unsurprisingly) defied expectations, reporting record-breaking third-quarter results that underscore its dominance in the artificial intelligence chip market. Nvidia’s Latest Financial Results Nvidia announced revenue of $57 billion for the quarter ending 26th October 2025, a 62% increase year-on-year and up 22% from the previous quarter. Net income surged to $31.9 billion, …

Anthropic’s ‘connected’ AI deal and others too

Anthropic has reportedly struck major deals with Microsoft and Nvidia. On Tuesday 18th November 2025, Microsoft announced plans to invest up to $5 billion in the startup, while Nvidia will contribute as much as $10 billion. According to a reports, this brings Anthropic’s valuation to around $350 billion. Wow! Google has unveiled its newest AI …

Pichai Warns of AI Bubble: Google Not Immune to Market Correction

Google CEO Sundar Pichai has warned that no company, including his own, will be immune if the current AI bubble bursts. He described the boom as both extraordinary and irrational, urging caution amid soaring valuations and investment hype In a recent interview, Google’s chief executive Sundar Pichai offered a sobering perspective on the rapid expansion …

Even AI Firms Voice Concern Over Bubble Fears

For some time now, talk of an ‘AI bubble‘ has largely come from investors and financial analysts. Now, strikingly, some of the loudest warnings are coming from inside the industry itself. At the Web Summit in Lisbon, senior executives from companies such as DeepL and Picsart reportedly admitted they were uneasy about the soaring valuations …

SoftBank exits Nvidia with $5.83 billion stake sale to fund AI ambitions

SoftBank Group has reportedly sold its entire holding of Nvidia shares, cashing in approximately $5.83 billion to fuel its expanding investments in artificial intelligence The Japanese tech conglomerate offloaded 32.1 million shares in October 2025, marking a strategic pivot away from the chipmaker that once anchored its Vision Fund portfolio. The sale coincided with SoftBank’s …

AI hype collides with economic reality, and signs suggest the mania may be slowing

Artificial Intelligence: The Hype, The Hangover, and What Comes Next… For the past two years, artificial intelligence has dominated headlines, boardrooms, and investor portfolios. From generative models that write poetry to chips that promise to revolutionise data processing, AI has been hailed as the engine of a new industrial age. But as 2025 unfolds, the …

AI optimism fuels October’s stock surge, with tech leading the charge

October 2025 saw a notable upswing in global equity markets, with artificial intelligence (AI) emerging as a key driver of investor enthusiasm. In the United States, major indices closed the month firmly in the green, buoyed by strong third-quarter earnings and renewed confidence in AI’s transformative potential. Tech giants such as Nvidia, Amazon, and Palantir …

Google Goes Nuclear: Part 1 Powering the AI Revolution with Atomic Energy

In a bold move that signals the escalating energy demands of artificial intelligence, Google has announced plans to invest heavily in nuclear power to fuel its data centres. As AI models grow more complex and compute-intensive, the tech giant is turning to atomic energy as a stable, carbon-free solution to meet its insatiable appetite for …

Cathie Wood Warns of AI Market Top-Heavy Risks Amid Strategic Portfolio Shifts

Cathie Wood, CEO of ARK Invest, has once again stirred debate in financial circles by cautioning that the artificial intelligence (AI) sector may be growing top-heavy. While she remains bullish on the long-term potential of AI technologies, Wood has signalled concern over the concentration of capital in a handful of dominant players—particularly those driving the …

Nvidia has become the first company in history to surpass a $5 trillion market valuation, marking a seismic shift in global tech leadership

In October 2025, Nvidia’s stock surged past $207 per share, lifting its market capitalisation to $5.06 trillion. Once a niche graphics chip maker, Nvidia now powers the backbone of artificial intelligence worldwide. CEO Jensen Huang confirmed over $500 billion in chip orders and plans for seven U.S. supercomputers. This milestone, reached just three months after …

Amazon’s AI Pivot Triggers Historic Layoffs Amid AI Productivity Drive

Amazon has reportedly announced its largest corporate restructuring to date, with plans to lay off up to 30,000 white-collar employees. This represents nearly 10% of its global office workforce—as it accelerates its transition toward artificial intelligence and automation-led operations. The move, confirmed on 28th October 2025, marks a dramatic shift in the tech giant’s internal …

Has the S&P 500 Become an AI Index?

In recent months, the S&P 500 has shown signs of evolving from a broad economic barometer into something far more concentrated: a proxy for artificial intelligence optimism. While traditionally viewed as a diversified snapshot of American corporate health, the index’s current composition and market behaviour suggest it’s increasingly tethered to the fortunes of a handful …

TSMC’s Profit Soars 39% Amid AI Chip Boom!

Taiwan Semiconductor Manufacturing Company (TSMC) has posted a record-breaking 39% surge in third-quarter profit, underscoring its pivotal role in the global AI revolution. The world’s largest contract chipmaker reported net income of NT$452.3 billion (£11.4 billion), far exceeding analyst expectations and marking a new high for the company. Revenue climbed 30.3% year-on-year to NT$989.92 billion, …

Markets on a Hair Trigger: Trump’s Tariff Whiplash and the AI Bubble That Won’t Pop

U.S. stock markets are behaving like a mood ring in a thunderstorm—volatile, reactive, and oddly sentimental. One moment, President Trump threatens a ‘massive increase’ in tariffs on Chinese imports, and nearly $2 trillion in market value evaporates. The next, he posts that: ‘all will be fine‘, and futures rebound overnight. It’s not just policy—it’s theatre, …