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Apple’s conservative AI approach is looking more sensible

It stayed out of data centre investment and is profiting from the success of its newest iPhone.

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

Stars are aligning for global grain traders

Poor rainfall in the US could constrain yields and exports

Business is booming for this ammunition manufacturer

Rising demand and low costs mean good growth for the well-priced defence stock

What the SpaceX IPO means for Scottish Mortgage

The Baillie Gifford trust has a concentration problem that can’t be solved until SpaceX lists

Cyber security companies turn AI from threat to opportunity

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

This pharma investor is taking the risk out of drug profits

By focusing on late-stage assets, it sidesteps the high failure rates of early-stage drug development

Shares I Love: Modine

This US small cap is a better way to take advantage of AI, says JPMorgan’s Jon Brachle

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

Why US stocks are struggling under Trump

The weakening dollar and falling technology valuations mean there has been no ‘golden age’ for the US stock market