Asset management
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As the first major AI hyperscaler to post numbers this quarter, the report serves as a major market litmus test for AI investors. Long-term investors holding AI infrastructure assets do not need to worry. The structural buildout is not slowing down anytime soon. Even so, short-term price action could get interesting. Heavy capital spending often…
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Neil Woodford has offloaded stakes in another two businesses – taking total share sales to £800million since his flagship fund was suspended. Woodford ditches stakes in Russian warehouse owner and venture capital. The fund manager has ditched his remaining investment in Russian warehouse owner Raven Property Group, which was a major holding in his shuttered…