AI isn’t just reshaping Silicon Valley — it’s quietly redefining the FTSE 100. Morningstar’s latest analysis reveals how some of the UK’s most established sectors — from banks and insurers to data‑driven giants like LSEG, RELX and Experian — may be surprise beneficiaries of the AI revolution. As investors look beyond the usual tech names, this piece offers a sharp look at why “HALO” stocks and even previously AI‑exposed companies could be poised for renewed strength. A worth

AI is driving markets, but investors are asking tougher questions about capital expenditure. In his latest piece for Professional Wealth Management , Tom Dalrymple, Gobal Equity Analyst of Aubrey Capital Management , explores the “capex conundrum” facing hyperscalers like Microsoft, Alphabet, Meta, and Amazon. While cloud revenues and AI innovation continue to soar, the sheer scale of spending — projected to exceed $480bn in FY26 — is sparking debate about sustainability, f

In a world of fleeting attention spans, Netflix and Spotify are proving that subscriber loyalty is a powerful economic engine. This...