Expert views
Commentary submitted by Matt Britzman in their own words.
Back to profileNvidia underlines familiar point at Computex
The bigger picture is that Nvidia is trying to show it can stretch beyond data centre GPUs without losing focus on the core engine of demand.
UK long-term borrowing costs ease back
The worry is that pressure on Prime Minister Keir Starmer could eventually lead to looser fiscal policy.
The CPU is back at AMD
First-quarter revenue and earnings both beat expectations, while the outlook for the current quarter was even more impressive.
HSBC profits worse than forecast after jump in bad debt provisions
Revenue came in ahead of expectations once the noise from disposals is stripped out.
Palantir delivers again
Management struck a very confident tone, pointing to strong US demand, expanding customer commitments and a sharp uplift in full-year guidance.
Big Tech results – AI train shows no signs of slowing in
The biggest fear was that AI would disrupt Google Search, but the proof is in the pudding.
Barclays sets aside £823m for bad debts after fraud hit but profits rise
Guidance edged higher, with income expectations nudged up and the broader profitability story still pointing in the right direction.
Microsoft cuts OpenAI revenue share in fresh step to loosen its AI alliance
The shift gives OpenAI more flexibility to scale, without materially weakening Microsoft’s strategic position in AI.
UK retail sales rebound as motorists stock up on fuel
UK retail sales surprised to the upside in March, with volumes rising 0.7 per cent month-on-month, well ahead of expectations, leaving growth at a solid 1.6 per cent over the first quarter.
Tim Cook to step down as Apple chief executive after nearly 15-year reign
Criticism of Apple in recent years has centred less on execution and more on whether it’s lost its edge on product innovation.
Unemployment drops sharply as inactivity in jobs market rises
UK labour market data is starting to show early signs that higher energy costs linked to the Iran war are feeding through into business hiring plans, with payroll employment falling by 11,000 in March and job vacancies slipping from 721,000 to 711,000.
Netflix releases update with chairman Reed Hastings stepping down
We wouldn’t expect any meaningful change to strategy or day-to-day operations, given the growing influence of the co-CEOs.