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 …

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, …

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 …

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 …

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 …

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 …

A hidden UK GEM?

RELX plc stands today as one of the UK’s most quietly formidable global enterprises, a testament to strategic reinvention and technological foresight. Originally formed in 1993 from the merger of Reed International and Dutch giant Elsevier NV, RELX evolved from a conventional publishing conglomerate into a data-driven, analytics-centric powerhouse. Reed owned IPC Magazines and published …

U.S. tech giants are betting big on humanoid robots

U.S. tech giants are making bold strides in the development of humanoid robots, signalling a transformative shift in the robotics industry Companies like Tesla, Google, Microsoft, and Nvidia are investing heavily in this cutting-edge technology, aiming to create machines that mimic human movement and behaviour. These humanoid robots are envisioned to revolutionise industries ranging from …

BYD shares hit record as the EV maker rolls out advanced driver tech with DeepSeek’s AI assistance

Shares of BYD, the Chinese electric vehicle (EV) giant, surged to a record high on Tuesday 11th February 2025, following the announcement of its new driver assistance technology. The company revealed its latest ‘DiPilot’ assisted driving system, which integrates artificial intelligence (AI) from Chinese startup DeepSeek. This move is expected to significantly enhance the driving …

Waning enthusiasm around Trump – AI and crypto

As we progress through 2025, it’s evident that the initial excitement surrounding Donald Trump’s election win, artificial intelligence (AI), and cryptocurrency has begun to wane – but for how long? Investors and the general public seem to be growing more cautious, reflecting a shift in sentiment towards these once highly anticipated topics. Trump’s tariffs In …

Could DeepSeek deliver another shock to the stock market and to tech stocks in particular?

DeepSeek’s impact probably isn’t yet fully reflected in U.S. stocks The ramifications of the Chinese startup DeepSeek, with its promise of delivering cheaper and more energy-efficient alternatives to harness artificial intelligence (AI), have yet to be fully reflected in U.S. equities. If DeepSeek ends up delivering a less costly way forward – it will make …

How is AI regulation likely to affect stock markets in 2025?

As we head into 2025, the landscape of artificial intelligence (AI) regulation is poised to undergo significant changes, and these shifts are likely to have a profound impact on the stock markets. The introduction of new regulations, particularly in regions like the European Union and the United States, will create both challenges and opportunities for …

China initiates investigation into Nvidia as the microchip battle rumbles on

China has reportedly initiated a probe into Nvidia, the US computer chip manufacturer, over purported breaches of anti-monopoly regulations. The company’s shares fell by over 3% following the announcement, signalling the latest development in the ongoing tech conflict between the U.S. and China over the profitable semiconductor market. Over recent weeks, the U.S. imposed stricter …

Big Tech aiming to raise $100 billion for AI data centres

In a substantial effort to strengthen the infrastructure required for artificial intelligence (AI), BlackRock and Microsoft have unveiled a significant fundraising endeavour. The initiative, dubbed the Global AI Infrastructure Investment Partnership (GAIIP), seeks to secure $30 billion in private equity capital, with the possibility of leveraging up to $100 billion including debt financing. The main …

The AI Race between China and the U.S.

Artificial Intelligence (AI) has become a pivotal battleground in the technological race between China and the United States. “AI is expected to become a crucial component of economic and military power in the near future,” Stanford University’s Artificial Intelligence Index Report 2023 stated. Both countries are significantly investing in AI research and development, striving to …

U.S. stock markets rise after days of turmoil

U.S. shares gained on Tuesday 6th August 2024, signalling a tentative stabilisation in global markets after a period of significant declines. The Nasdaq, known for its tech-centric portfolio, along with the Dow Jones Industrial Average and the S&P 500, all ended the day in more positive territory. This ‘lift’ came after a period of muted …

Short-sighted policy U-turn as the UK Labour government cancels £1.3 billion of computing projects

A real set-back for UK AI global ambition The new Labour government has withdrawn £1.3bn in funding previously pledged by the Conservatives for technology and Artificial Intelligence (AI) initiatives. This includes £800m allocated for the development of an exascale supercomputer at Edinburgh University and an additional £500m for the AI Research Resource, which provides computing …

Microsoft shares drop on cloud miss as Azure revenue disappoints

Microsoft reported better-than-expected earnings and revenue for Q4 In extended trading on 30th July 2024, the stock experienced a quick decline as attention was drawn to the less-than-expected Azure revenue, despite management’s forecast for growth in the upcoming quarters. The company’s total revenue saw a 15% increase compared to the previous year. Despite surpassing earnings and …

Europe wants to place data centres in space and Microsoft wants to place them under the sea

Data centres are expected to consume over 3% of Europe’s electricity demand by 2030 The surge in artificial intelligence (AI) has significantly increased the demand for data centres, essential for the ‘exploding’ tech sector. This necessity has led Europe to consider spatial alternatives for digital storage, aiming to diminish reliance on energy-intensive ground facilities. The …

Nvidia slips by 13% in three days after momentarily becoming most valuable company

The Dow Jones Industrial Average gained as investors rotated out of ‘hot’ chip stocks, including Nvidia. Nvidia shares fell a little under 7% on Monday 24th June 2024, the chipmaker’s third down day in a row. The stock is down 13% from its peak last week. Other stocks that also experienced drops on Monday were …

Wall Street is in love with Nvidia as results beat estimates – but can the stock maintain these meteoric gains?

Nvidia’s shares surpassed $1,000 for the first time during extended trading on Wednesday 22nd May 2024, following the chip manufacturers report of fiscal first-quarter (Q1) earnings that exceeded analysts’ expectations. Investors have been using Nvidia’s performance as a barometer for the AI industry’s growth, which has captivated the market over the past year. The robust …

Big tech companies pledge AI safety commitments

Leading technology companies, such as Microsoft, Amazon, and OpenAI, have united under a significant international accord for artificial intelligence (AI) safety measures, established at the Seoul AI Safety Summit on Tuesday 21st May 2024. Following the agreement, firms from various nations, including the UK, China, Canada, the U.S., France, South Korea, and the United Arab …

Microsoft announces new PCs with AI chips

Microsoft is promoting new computers equipped with advanced chips, engineered to operate the new artificial intelligence (AI) capabilities embedded in the Windows operating system. On Monday 20th May 2024, Microsoft unveiled a Surface Laptop and a Surface Pro tablet, both featuring a Qualcomm chip capable of executing AI tasks both online and offline. The new …

AI’s excessive water consumption should be of international concern

As artificial intelligence (AI) continues its rapid advancement, we must confront its environmental footprint. Beyond energy consumption, AI’s demand for water is a critical concern that demands attention. AI data centres require cooling, and substantial amounts of fresh water are utilized for this purpose. Additionally, water is consumed in the mining and production of AI-related …

Google Unveils AI Chatbot Gemini 1.5 Flash as competition from OpenAI heats up

Google is advancing the frontiers of artificial intelligence (AI) with its new release, Gemini 1.5 Flash, which is set to transform our online information interactions. Unveiled at Google I/O 2024, this latest model enhances sophisticated features with rapid performance and efficiency. The new AI Chatbot was unveiled on 15th May 2024. The unveiling comes a …