US TECHNOLOGY News & Analysis

Tap into the growth of the US market through ETFs. 

Our thoughts on Apple's stock amid slowing iPhone sales but high services revenue.

Worries about Western AI dominance permeated the markets, with Nvidia stock plunging 17% alongside other chipmakers, utilities, and more.

The outlook for equities in 2025 has been dominated by one question: will the US market's supremacy continue? Whichever side of the debate you sit...

In a stretched market, positioning is increasingly important.

The stocks of these high-quality companies with large market capitalisations look undervalued today.

Tesla shares started the year on a sour note. We think they continue to price in ambitious growth going forward.

Investors can thank big tech and a resilient economy.

Macrodynamic tailwinds persist, but stocks are already priced to perfection. Will tariffs derail the market in 2025?

As strong demand related to AI continues, monetization is growing and valuations are more attractive.