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Blue Whale bets on Mastercard and Visa as inflation hedge

Blue Whale bets on Mastercard and Visa as inflation hedge
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Stephen yiuCharles schwabLam researchBlue whale growthBlue whale

Nvidia s $1trillion valuation explained - what does US tech giant do?

Here, This is Money examines the basics about Nvidia - when it started, what it does, why people are taking notice of it and why its market capitalisation rocketed this week.

Saudi arabiaUnited statesStephen yiuJensen huangCurtis priemPeter hargreavesChris malachowskyGoldman sachsElon muskSaudi aramcoT rowe price global technology fundBlue whale growth fundTaiwan semiconductor manufacturingBlue whale fundPolar cap technology fundAdvanced micro devices

Alphabet stock is uninvestable due to ChatGPT, according to this top UK investor

A leading UK fund manager has said that Alphabet stock is currently ‘uninvestable’. Here, Edward Sheldon provides his take on the stock.

United kingdomStephen yiuBrad gerstnerBlue whale growthAltimeter capitalMeta platform

Hedge funds lose $27b betting against tech stock rally

While most of the high-growth stocks that led the pandemic-era tech rally remain far below their peaks, a narrower tech rebound has set in at the biggest, most profitable companies.

United statesStephen yiuCathie wood arkVideo communicationsCrispin odeyBrook absolute returnMeta platformsCathie woodArk innovationZoom video communicationsBlue whale growthAsset management

Peter Hargreaves: Blue Whale will focus on land of opportunity

Peter Hargreaves, chair of Blue Whale Capital, said the firm will “concentrate on investing in the USA and North America more generally”

United statesUnited kingdomStephen yiuOffice for national statisticsUnited kingdom basedBlue whale growthNorth americaNational statisticsNorth americaPeter hargreavesBlue whale growth

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