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Why markets are becoming more competitive

The Squeeze: Incumbents that have locked in customers could soon suffer

How emerging market funds are playing the AI boom

Asian semiconductor stocks could have more to offer

These once AI ‘laggards’ are now popular with ´óÏóÊÓƵ

Intel and Arm shares are surging as they start to benefit from the AI investment boom

Don’t write off this tech giant – and its hefty 7% yield

Critics believe this widely used app could stall as new technology arrives, but there is plenty of mileage left in its shares

Investors turn against Big Tech’s AI spending plans

Meta’s shares dropped after it failed to articulate its plan to generate returns on investment

John Baron: Why I’m buying back into tech trusts

Our trust expert explains why US tech giants are now value plays and how he’s dialling up his portfolio’s exposure

NCC bets on AI as cyber threats increase

The impending sale of the escrow arm leaves the remaining core valued at less than £100mn

Cyber security companies turn AI from threat to opportunity

Anthropic’s Mythos has shown the growing power of AI to detect cyber vulnerabilities

ASML faces new squeeze as US targets chip war loopholes

A new bipartisan act across the Atlantic puts the Dutch giant at the centre of a deepening US-China tech divide

Why big tech is no longer valued like a monopoly

The Squeeze: AI is dragging big tech into competition with each other, and valuations are falling