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29 April 2026

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Nasdaqgoogl

1-12 out of 25 results.

Not much alpha left in this bet

Google redefined advertising with its innovative business model, but its dominance is now under siege from AI competitors and shifting market dynamics.

What is the future of search in the age of AI?

Search is changing fast. AI tools like ChatGPT and Google’s Gemini are reshaping how we find information, opening new opportunities for innovation, user engagement, and future revenue growth.

How AI is changing search and what it means for Google

The use of generative AI in search is on the rise and has profound implications for search engines like Google, as well as for companies that rely on clicks to make sales.

Is the iPhone nearing its Blackberry moment?

Blackberry clung on to the superiority of keyboards at the beginning of the touchscreen era and paid the ultimate price. Could the rise of agentic AI and a new generation of hardware do something similar to Apple?

Have Apple and Google reached the beginning of the end?

It might be hard to imagine a world where Apple and Google aren’t dominant, but disruption often starts with tiny cracks. AI's emergence into the mainstream might have set the stage for a new generation of leaders.

Howard Marks warns of market froth

The renowned investor has penned his first investor letter for 2025 and it’s a ripper. He runs through what bubbles are, which ones he’s experienced, and whether today’s markets qualify as the third major bubble of this century.

Should you buy and hold an Artificial Intelligence portfolio?

For those with the patience to own an investment as volatile as the AI sector, buying and holding a stock basket might make sense. However, based on internet stocks’ history, you need not rush to do so.

The Magnificent Seven's dominance poses ever-growing risks

The rise of the Magnificent Seven and their large weighting in US indices has led to debate about concentration risk in markets. Whatever your view, the crowding into these stocks poses several challenges for global investors.

Are record market highs bullish or bearish?

Stocks have had a barnstorming run of late, breaking to new highs in many markets, as they anticipate imminent cuts to interest rates in the US. Can the run continue, and if so, what are the key signposts to look for?

Selling is the easy part but what about reinvesting?

Many investors sell because they think the stockmarket will fall, with the intention of reinvesting. It requires two correct timing decisions but what signals will prompt a reinvestment? It's harder than it looks.

Why AI is today’s most important investment theme

Three companies rank as amazing 'hyperscalers' which will revolutionise industries as Artificial Intelligence and Machine Learning change the way business is done. They deserve a place in most portfolios.

Why valuation multiples fail in an exponential world

Estimating the value of a company based on a multiple of earnings is a common investment analysis technique, but it is often useless. Multiples do a poor job of valuing the best growth businesses, like Microsoft.

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The refinery problem: A different kind of energy crisis in 2026

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3 ways to defuse intergenerational anger

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The missing 30%: how LIC returns are understated, and why it matters

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Little‑known government scheme can help retirees tap into $3 trillion of housing wealth

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Origins of the mislabeled capital gains tax ‘discount’

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