As we’ve seen, the market’s current obsession is with artificial intelligence (or AI) and the ‘magnificent seven’: Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla. As a group, they are up 60% year to date.
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Investment Specialist Chloé Darling-Stewart discusses SpaceX’s landmark IPO, why we sold Tesla after 13 years, and where we see new opportunities as AI reshapes demand for power.
ASML CEO Christophe Fouquet tells Scottish Mortgage manager Lawrence Burns why, without the firm's extreme ultraviolet (EUV) technology, there would be no AI.
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