Finance Knuggets

Oct 03, 2025 Recently, Morgan Stanley has raised concerns about cracks forming in the AI capex boom, particularly in small-cap stocks that may be overvalued. Chief Investment Officer Lisa Shalett emphasizes the importance of monitoring free cash flow growth in relation to AI technology investment, as the rapid increase in

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Finance Knuggets

Oct 02, 2025 Recently, I came across news highlighting the Asian Experience Awards 2025, recognizing exceptional brand experiences provided by companies. The spotlight was on Asian shipbuilding companies, posing stiff competition to Western counterparts as some nations focus on shipbuilding for economic growth. In 2024, a rise in spot container

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