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How generative AI made Nvidia a giant of the S&P 500

5 May 2023Risk Commentary, TechnologyAI, artificial intelligence, equities, Google, Microsoft, Nvidia, OpenAI, semiconductorsNick Dunbar

11 years ago, Geoff Hinton and two grad students used a pair of GPU chips to win an image classification contest. Now these chips are powering the generative AI boom and have doubled Nvidia’s market cap.

ARM and the UK stock market’s addiction to foreign capital

6 February 2023Stocks, TechnologyARM Holdings, equities, regulation, semiconductorsNick Dunbar

The UK government is desperate for Softbank-owned ARM Holdings to have a UK listing. But reversing the long-term trend toward foreign ownership of UK assets requires a rethink of the regulatory and tax obstacles to UK share ownership