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Dec 26 2025

Is Nvidia quietly tightening its grip on AI in 2026?

Nvidia’s $20bn move on Groq isn’t about headlines. It’s about control of AI infrastructure. What this deal tells us about where durable value may sit for investors looking toward 2026.

Written by David Thomas · Categorized: Insights · Tagged: AI chips, AI Infrastructure, artificial intelligence, nvidia, semiconductor stocks, US technology stocks

Dec 23 2025

Which 3 US tech stocks would I start a 2026 ISA with?

The best ISA investments for 2026 may not be the most talked about today. This article outlines three US tech stocks with strong fundamentals, long-term growth drivers, and staying power beyond short-term market noise.

Written by David Thomas · Categorized: Insights · Tagged: 2026 investing, growth investing, Portfolio building, Stocks and shares ISA, US stocks

Dec 09 2025

Is Microsoft Stock a Good Investment for 2026? A Long-Term Outlook

Microsoft continues to grow earnings and lead in AI, but valuation matters. This 2026 outlook explores revenue strength, durable cash flows, and pricing power — while explaining why we would hesitate to buy at today’s premium levels. A calm, long-term view for investors focused on quality and discipline.

Written by David Thomas · Categorized: Insights · Tagged: AI investing, Cloud computing, long-term investing, Microsoft, Microsoft stock, Stock valuation, Tech stocks

Nov 30 2025

10 Tips for Investing in Artificial Intelligence Stocks

Artificial intelligence is one of the biggest technology trends of our time. In this article, we share simple and clear steps for investing in AI stocks without the hype. Whether you’re new to tech investing or looking to sharpen your strategy, these tips will help you build confidence and think long term.

Written by David Thomas · Categorized: Insights · Tagged: artificial intelligence, investing tips, long-term investing, Mega Cap Tech, Portfolio Strategy, tech investing, Technology Stocks

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