3 months ago • 5:56 mins
Big Tech isn’t the gravy train it used to be. The sector’s giants are each grappling with their own challenges, and increasingly, investors are deciding they don’t want to climb aboard. So, let’s take a look at Amazon, Alphabet, Apple, Microsoft, and Meta, what they’re up against, and what investors are on the lookout for…
Amazon (AMZN) might be starting to feel its age. Cardboard box deliveries were never likely to maintain their lockdown-era levels, but after the latest earnings update, investors are now worried that the firm’s higher-octane profit engine – Amazon Web Services (AWS) – is entering a more mature (i.e. slower growth) phase. And this all comes at a time when management has been loosening the purse strings.
Two pharma giants have got breakthrough weight-loss treatments. So Luke’s looked at this industry, and whether it can add some heft to your portfolio.
Morgan Stanley’s prestigious wealth management unit has been selling off some US stocks to boost its exposure to developing economies. Russell explains why it’s betting so big
There aren’t a lot of pure AI stocks out there, but there is Nvidia. Paul breaks down everything you need to know about the chip giant and its AI future.