Image source: Getty Images For those who invested in Nvidia stock back in the day and held on, the returns have been staggering. It has delivered a 10-year annualised return of 75.3% in sterling terms. One FTSE 250 investment trust that has benefited is Baillie Gifford US Growth Trust. Between March 2018 and late 2025, its investment in Nvidia went up 3,155%! Given Baillie Gifford’s track record of unearthing top growth stocks like Nvidia and Tesla, it’s worth keeping an eye on what new shares it has been buying. And one new name in the US Growth Trust’s portfolio caught…
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Image source: Getty Images The Rolls-Royce Holdings (LSE: RR.) share price hit a high of 1,306.6p on 14 January. But just a fortnight later on 28 January, it closed 7.5% down from that peak, at 1,208p. Investors have been calling an end to Rolls’ astonishing upwards run for some time, with the shares up 1,230% over the past five years. The thing is, we’re looking at a forecast price-to-earnings (P/E) ratio of only around 20. That’s really not so high compared to so many other growth stocks I’ve seen. And who’d bet against analysts continually upping their price targets? Morgan…
Image source: Getty Images Duolingo (NASDAQ:DUOL) is a growth stock that has been on a stomach-churning round trip since its IPO in 2021. After opening at $141, it lost 50% of its value through the beginning of 2023, before surging 630% to a peak of $544 by May 2025. Since then, it has crashed 73% and is now back where it started at $142. I bought shares of the language learning firm three times in 2025. And my holding is now deep underwater with a loss of 50%. ¡Qué desastre! Is Duolingo now doomed in my Stocks and Shares ISA?…
Why US Government Debt Is Functioning More Like Market Infrastructure Than a Fiscal Constraint Public debate around US government debt often focuses on the headline number. It is often framed as “too large,” “unsustainable,” or even a “ticking time bomb.” For investors, however, the more relevant questions lie beneath the aggregate figures. Sovereign debt does not behave like household or corporate borrowing. Its risk profile depends on who holds it, the currency in which it is issued, and the institutional systems that support its issuance, trading, and use. Viewed through that lens, US debt increasingly functions less like a conventional…
Image source: Getty Images On Thursday (29 January), easyJet (LSE: EZJ) reported a 52% fall in winter revenues — and the share price spiked up 6% in early trading, but quickly lost its gains. Strategic route investments and seat capacity growth were drivers of the loss, and the future is reportedly rosier. The update for the quarter ended 31 December revealed a headline loss before tax of £93m. That’s worse than the same quarter a year ago, which produced a negative figure of £61m. But the budget airline remains optimistic about the year to come. CEO Kenton Jarvis is bullish,…
Image source: Meta Platforms The Meta Platforms (NASDAQ:META) share price is rising in extended trading after the company’s Q4 results on Wednesday (28 January). The question is: why? After its Q3 update, the stock fell as the firm’s huge artificial intelligence (AI) spending made investors nervous. That looks set to continue, but the response has been very different this time. Q4 earnings Meta’s results for the fourth quarter of 2025 were very strong. Revenues were up by 24% and earnings per share grew 11% – but these aren’t the numbers investors were really waiting for. The market’s focus recently has…
Second Avenue freeze out.Donald Trump’s decision to suspend federal money for the Second Avenue Subway will threaten the project’s forward momentum within weeks, Streetsblog has learned. The president blocked the funds in October, during a tantrum about the shutdown of the federal government — and the MTA has still not yet received the money earmarked for the subway expansion, multiple sources said.The lack of funding won’t immediately stop work underneath East Harlem, but a knowledgeable source said the MTA will be unable to award a contract to begin excavation of the station caverns at 106th and 125th streets if Trump…
Image source: Getty Images When I buy a FTSE 100 stock, I aim to hold it for the long term. That was certainly my intention when I added private equity and infrastructure specialist 3i Group (LSE: III) to my Self-Invested Personal Pension (SIPP) in 2023. It was a stock I’d wanted to own for years, but I had one concern. The shares had already done so well that I feared I was arriving late to the party. I went big anyway. 3i has a superb track record stretching back to 1945, buying businesses, improving them and selling them on at…
Image source: Getty Images The Lloyds Banking Group (LSE: LLOY) share price barely moved Thursday morning (29 January), despite the bank reporting annual profits ahead of expectations. Reported profit before tax in 2025 hit £6.7bn — up from £6.0bn the previous year, and nicely ahead of the £6.4bn analysts had been expecting. Total income gained 8% to reach £19.4bn — though that was offset a little by higher operating costs and impairments. And in a year when interest rates started to come under pressure, Lloyds saw underlying net interest income rise 6% to £13.6bn. On top of that, the bank…
Image source: Getty Images The start of a new year is usually a time when investors look for stocks to buy for their portfolios. The enthusiasm is often driven by a ‘new year, new me’ narrative. Known as the ‘January effect’, it can be an advantageous time to invest. The combination of tax-loss harvesting, bonus-driven cash flows and small-cap optimism typically make for a bumper month. But somehow, 2026’s already sent ripples of volatility through global markets — and it isn’t even February yet. From US tariffs and Middle East tensions to the China slowdown and spiking energy prices, it’s…