Nvidia

Liontrust's Mark Hawtin: Solving the meme stock valuation problem

Equities

Liontrust's Mark Hawtin: Solving the meme stock valuation problem

GameStop up 1,000% in days in 2021

clock 22 October 2025 • 4 min read
JPM Global Growth & Income most exposed to potential Mag Seven repricing

Investment Trusts

JPM Global Growth & Income most exposed to potential Mag Seven repricing

30% NAV exposed to Mag Seven

clock 16 October 2025 • 3 min read
Rathbones' Thomson trimming Nvidia despite it being the 'best performing investment of my career'

Funds

Rathbones' Thomson trimming Nvidia despite it being the 'best performing investment of my career'

‘Do not want it to overwhelm my fund’

clock 09 October 2025 • 3 min read
Polar Capital Tech's Alastair Unwin on Magnificent Seven underweight and AI's historical parallels

Technology

Polar Capital Tech's Alastair Unwin on Magnificent Seven underweight and AI's historical parallels

Conviction for AI remains high

clock 07 October 2025 • 5 min read
Most Magnificent Seven stocks still in favour with UK investors despite US economic concerns

Markets

Most Magnificent Seven stocks still in favour with UK investors despite US economic concerns

Magnificent Seven stocks up 20.4% YTD

clock 23 September 2025 • 2 min read
Intellectual Digital Global's Adam Harrington: Trump visit unlocks investment UK cannot afford to miss

UK

Intellectual Digital Global's Adam Harrington: Trump visit unlocks investment UK cannot afford to miss

'Special relationship'

clock 18 September 2025 • 3 min read
Nvidia shares fall despite 56% revenue growth

Companies

Nvidia shares fall despite 56% revenue growth

Revenue in line with expectations

clock 28 August 2025 • 2 min read
Schroders' Masaki Taketsume: Finding value in Japan's AI supply chain

Equities

Schroders' Masaki Taketsume: Finding value in Japan's AI supply chain

Opportunities beyond saturated US

clock 21 August 2025 • 4 min read
US government to receive 15% of Nvidia and AMD's China chip revenues – reports

Companies

US government to receive 15% of Nvidia and AMD's China chip revenues – reports

'An unusual move'

clock 11 August 2025 • 1 min read
The Big Question: What would it take for you to sell out of the Magnificent Seven?

Companies

The Big Question: What would it take for you to sell out of the Magnificent Seven?

Seven experts answer

clock 08 August 2025 • 1 min read
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