Nvidia

FCA teams up with Nvidia to allow firms to experiment with AI

Technology

FCA teams up with Nvidia to allow firms to experiment with AI

Part of a 'supercharged sandbox'

clock 09 June 2025 • 1 min read
Blue Whale's Stephen Yiu: 'Majority of active managers are in danger of becoming extinct'

Managed funds

Blue Whale's Stephen Yiu: 'Majority of active managers are in danger of becoming extinct'

Space X 'does fit the bill'

clock 06 June 2025 • 3 min read
Blue Whale exits longstanding Nintendo holding in anticipation of 'mini-US recession' squeezing consumers

Funds

Blue Whale exits longstanding Nintendo holding in anticipation of 'mini-US recession' squeezing consumers

Sold out after just over four years

clock 13 May 2025 • 4 min read
Blue Whale ditches Meta and adds to Nvidia in market turmoil

Unit trusts/OEICs

Blue Whale ditches Meta and adds to Nvidia in market turmoil

Also trims Nintendo position

clock 22 April 2025 • 2 min read
TSMC share price rallies as it surpasses profit expectations

Companies

TSMC share price rallies as it surpasses profit expectations

Q1 2025 results

clock 17 April 2025 • 2 min read
Nvidia predicts $5.5bn loss due to US restrictions on AI chip exports to China

Companies

Nvidia predicts $5.5bn loss due to US restrictions on AI chip exports to China

Restrictions took effect on 14 April

clock 16 April 2025 • 1 min read
Funds to Watch Delegate View: Selectors on new portfolio opportunities and product gaps

Funds

Funds to Watch Delegate View: Selectors on new portfolio opportunities and product gaps

Six experts share opinions

clock 19 March 2025 • 11 min read
Deep Dive: Investors waiting for next big leap in AI after DeepSeek launch

Markets

Deep Dive: Investors waiting for next big leap in AI after DeepSeek launch

‘Waiting for the next big ignition’

clock 14 March 2025 • 3 min read
Jennison Associates' Raj Shant: Do not compare dotcom bubble to today's AI boom

Markets

Jennison Associates' Raj Shant: Do not compare dotcom bubble to today's AI boom

Dotcom bubble was 'based on speculation'

clock 10 March 2025 • 4 min read
Janus Henderson Investors' Julian McManus: Active investing in an era of market concentration

Investment

Janus Henderson Investors' Julian McManus: Active investing in an era of market concentration

Lessons from DeepSeek shock

clock 10 February 2025 • 3 min read
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