I started the morning assuming AI was one lane: GPUs & chips lead, the rest of the market follows. In other words: I expected to see continued investment in AI supporting growth - but things are changing.By the close this morning, my view had been stretched. I keep circlin...

It has been 105 days since Brexit crossed the line. Not everyone is convinced, and prominent issues remain largely unsolved. My biggest concerns are the handling of Northern Ireland in the Brexit process and beyond. But an untidy compromise won the day, and here we are now. Wh...