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PIMCO

Earnings roundup: Tech giants diverge as AI spending faces scrutiny

Matteo Anelli
31 July 2026
Apple warned on chip shortages while Amazon's cloud growth accelerated, as investors began questioning the returns on the AI spending boom.

Why 20:20 hindsight still might not have helped in 2026

Jonathan Jones
31 July 2026
Investors could have been 50% right and still have got everything wrong.

Fundswire

The changing of the guard

Kepler Trust Intelligence
31 July 2026
Read more

Where we really are in the AI cycle

Polar Capital
30 July 2026
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Banging the drum

Kepler Trust Intelligence
30 July 2026
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