Geopolitics have entered the AI space, most notably limiting Nvidia's AI opportunities in China. We are skeptical that Nvidia's China AI business will be allowed to recover, regardless of the US ...

Barratt is in good financial shape, with a net cash position of GBP 772 million at fiscal 2025 year-end. Importantly, the mooted Barratt-Redrow merger deal does not make use of debt funding, allowing ...