Arthur Sants

April 30, 2024
A cultural problem behind the US's chip ambitions
The Squeeze: The US should invest in industries it is strong in rather than trying to replicate others' ability
April 26, 2024
Pinewood Tech announces special dividend in first results as a software pure-play
Shareholders are in line for a 24.5p special dividend
April 23, 2024
Alphawave IP: 'Europe’s best AI play'?
The company designs semiconductors that specialise in rapid data transfer
April 23, 2024
The UK and US are moving further apart
The Squeeze: When it comes to spending and inflation, the countries no longer share the same thinking
April 22, 2024
Get on the right side of inflation with infrastructure
America's fiscal largesse drives earnings upgrades
April 18, 2024
Profit from the US building boom with this construction giant
Its huge network of quarries puts it in a unique position to benefit from Joe Biden's infrastructure plan
April 18, 2024
How IQE overcame market gloom
Semiconductor stocks are always badly hit in downturns but are often the first to profit when the economy improves
April 16, 2024
Learning Technologies Group offers enticing cash flow yield
The company's valuation has dropped significantly, yet strong cash generation feeds into the investment case
April 16, 2024
Why investors shouldn't trust companies with big plans
The Squeeze: It is businesses with flexibility and strong balance sheets that will be successful in the long run
April 15, 2024
Will software stocks catch up with the AI craze?
Software companies' share prices are yet to catch up with semiconductor companies' gains

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