London hedge fund Selwood is eyeing energy plays amid a risk of AI "speculative mania."
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Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to…
Major institutions and influential figures are increasingly issuing warnings about soaring valuations.
In his Sunday column for Investing Club subscribers, Jim Cramer explores the software sell-off and Anthropic's influence on the…
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of…
"Fundamentals and valuations can only be ignored for so long," one portfolio manager told CNBC.
"We are, however, wary of positioning, and remain watchful of stretched valuations," one fund manager told CNBC.
