Nvidia could be the most valuable stock in the US

Hitting a milestone valuation of $3tn is no easy task, but the chipmaker is well-placed for the challenge

Posted on: 17 May 2024 | 11:00 pm

The Lex Newsletter: OpenAI and the case for techno-optimism

Trust in tech may have declined but demand for its services and shares is at an all-time high

Posted on: 17 May 2024 | 10:00 am

Japanese beauty needs to look beyond China

Chinese shoppers have been increasingly turning to homegrown beauty brands, with sales growing rapidly

Posted on: 17 May 2024 | 5:00 am

EasyJet’s new pilot faces a fight to convince investors on growth

Nerves about the airline industry are never far away

Posted on: 17 May 2024 | 3:23 am

America’s ‘cable cowboy’ lost out in infrastructure boom

Wrangling media and telecoms products into business models that produce durable profits has proved to be tough going

Posted on: 16 May 2024 | 3:00 pm

Copper’s machine-led rally looks set to falter

Bulls will grow stale waiting for more hopeful data

Posted on: 16 May 2024 | 7:45 am

Křetínský’s Royal Mail deal is far from in the bag

Were overdue reforms to take place, then the Czech tycoon’s offer looks low

Posted on: 16 May 2024 | 7:29 am

Collusion claims in US oil must reckon with record production

It should be no surprise that Texans are themselves capitalists first

Posted on: 16 May 2024 | 5:00 am

Data centres have turned Big Tech into big spenders

Companies need AI services revenues, not cost savings, to fuel data centre boom

Posted on: 15 May 2024 | 11:00 pm

The Lex Newsletter: Daylighting the very best

Plus, Anglo American, meme stocks, Japan’s airlines, yoghurt

Posted on: 15 May 2024 | 10:00 am

Raspberry Pi’s IPO should prove a tasty mouthful for London

The British maker of micro computers should command a healthy valuation multiple at listing

Posted on: 15 May 2024 | 9:14 am

Low oil prices can’t stop the crude tanker boom

Operators who bought or ordered enough tankers early enough have found their own gushers

Posted on: 15 May 2024 | 7:13 am

Uber’s food delivery buy should serve up more consolidation

Deal with Delivery Hero gives investors in the sector something to chew over

Posted on: 15 May 2024 | 2:43 am

Private equity’s capitulation is delayed, not cancelled

Efforts to delay exits may help firms avoid worst of a crunch, but the day of reckoning still beckons

Posted on: 14 May 2024 | 11:00 pm

Roaring Kitty’s meme stock investors cannot save AMC

Cinema chain is headed for a debt restructuring that will probably wipe out most of its existing equity value

Posted on: 14 May 2024 | 11:44 am

Anglo American needs a speedy break-up to make up with investors

The fact that the mining group has finally moved to clean up its messy structure has to be a good thing

Posted on: 14 May 2024 | 5:15 am

In European tech, regulation vs innovation is a spurious debate

The rulebooks that matter most to success in tech innovation probably are not regulatory ones

Posted on: 14 May 2024 | 3:34 am

Investors beware: BDCs show stress in private credit

BDCs have been criticised as instruments where external sponsors extract high fees and pursue asset growth over vigilant underwriting

Posted on: 13 May 2024 | 11:00 pm

BHP cannot pay enough to force Anglo to do the heavy lifting

Miner could restructure itself and reap potential rewards without the overhang of Australian rival’s deal

Posted on: 13 May 2024 | 10:43 am

SoftBank’s Arm should give Son a hand in AI

The UK-based chip designer could lower the risk of SoftBank’s failed bets

Posted on: 13 May 2024 | 5:42 am

Who is afraid of the SEC? Not Robinhood investors

Investors should not be so quick to dismiss the regulatory risks

Posted on: 13 May 2024 | 4:05 am

AI-powered drug discovery demands investor patience

Machine intelligence is not yet a substitute for the experimentation that underpins understanding of a disease

Posted on: 11 May 2024 | 11:00 pm

Japan’s airlines are not enjoying country’s status as a hot tourist spot

Shares in JAL and ANA have barely budged in the past year

Posted on: 10 May 2024 | 11:00 pm

The Lex Newsletter: Sizing up the return of mining megadeals

BHP signals determination to shift its portfolio decisively away from steel-making commodities

Posted on: 10 May 2024 | 10:00 am

America’s yoghurt love affair is over

With the outlook for the dairy product looking particularly sour, General Mills needs a new strategy

Posted on: 10 May 2024 | 4:34 am