February 13, 2026

Heavy AI capital commitments put big tech valuations under scrutiny

Investors are reassessing Big Tech valuations as aggressive AI spending raises questions about timing, returns and capital discipline...

Tekmar wins £4m European offshore wind CPS award

Tekmar Group plc has been awarded a contract in excess of £4 million to deliver its latest Cable Protection Systems to a large European offshore wind project...

Mega cap earnings face higher bar

Strong earnings from leading US technology firms highlight that valuation, capital allocation and execution risk now matter as much as headline growth...

Retail moves from volatility to strategic execution

Retail is entering a steadier phase where execution, technology adoption and customer focus will determine which businesses create lasting value...
Search

Funds

February 13, 2026

Heavy AI capital commitments put big tech valuations under scrutiny

Investors are reassessing Big Tech valuations as aggressive AI spending raises questions about timing, returns and capital discipline...

Tekmar wins £4m European offshore wind CPS award

Tekmar Group plc has been awarded a contract in excess of £4 million to deliver its latest Cable Protection Systems to a large European offshore wind project...

Mega cap earnings face higher bar

Strong earnings from leading US technology firms highlight that valuation, capital allocation and execution risk now matter as much as headline growth...

Retail moves from volatility to strategic execution

Retail is entering a steadier phase where execution, technology adoption and customer focus will determine which businesses create lasting value...
Search

Funds

February 13, 2026

FTSE 100

Funds