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The Squeeze: The company thinks it鈥檚 at the forefront of innovation, but it鈥檚 cutting R&D spending
There has been a rotation towards 鈥榬eal-world鈥� stocks as investors look to hide from AI disruption
Liquidity needs could temper Warsh鈥檚 desire to reduce the central bank鈥檚 assets
Despite increasing profits, its free cash flow could turn negative this year
Gold becoming the go-to reserve asset and the US happy with a weaker dollar leaves the door open for shares to rise
The tech consultancy is rapidly growing, but the slowing capex is strange given its business model
The Squeeze: Despite falling sales, shares are staying stubbornly high
Management teams are focusing on investment following President Trump鈥檚 threat on buybacks
Energy product earnings increased by 77 per cent
One is a high margin semiconductor manufacturer while the other is less well known and a high-yielding services company.
