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The Latest Breaking News from Christopher Wood

Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China

Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.

The Economic Times

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Samsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memory chip boom may be peaking. Analysts said strong earnings were already priced in, while concerns over slowing AI infrastructure spending triggered a sharp sell-off across semiconductor stocks.

The Economic Times

Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the…

The Economic Times

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CEA Anantha Nageswaran says AI stock valuations definitely in a bubble

India's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narrative around AI's productivity gains and impact on jobs is exaggerated. Global investors have poured billions into AI-linked companies, driving record valuations for firms like Nvidia. Concerns are rising about a…

The Economic Times

AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction

Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, crowded positioning and upcoming mega IPOs. While AI spending remains strong, concerns over valuations, liquidity shifts and uncertain returns suggest increased volatility in global technology stocks.

The Economic Times

Fear that quantum computing is on the cusp of cracking cryptocurrency's encryption spurs a global investment firm to remove Bitcoin from recommendations

Jefferies Global Head of Equity Strategy Christopher Wood said that quantum computing could break Bitcoin sooner rather than later, and that the debate between crypto developers and quantum computing will only be a "long-term positive for gold."

Tom’s Hardware

Jefferies’ Chris Wood called Japan’s crash and the U.S. housing bubble. He’s now warning of an ‘AI capex arms race’

“It’s completely unclear to me who’s going to monetize and make money out of all this capex,” said Wood at the Fortune Innovation Forum.

Fortune

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Tiny 'brains' grown in the lab could become conscious and feel pain — and we're not ready

Lab-grown brain tissue is too simple to experience consciousness, but as innovation progresses, neuroscientists question whether it's time to revisit the ethics of this line of research.

LiveScience

How NOAA's Hurricane Hunter aircraft help satellites build a 'full picture of the storm'

Space.com got an up-close look at one of NOAA's Hurricane Hunter aircraft to more about how data from weather satellites help them on missions.

Space

Who are the big Conservative and Labour donors?

Bankrolling Britain’s July election are names from finance, retail and the arts – plus the unions

The Guardian - UK

JW Anderson: ‘We’re too scared to be controversial now, someone like McQueen could not exist today’

Jonathan Anderson may be one of the world’s most remarkable fashion designers but his first love is art. Ahead of his new London exhibition, he tells Alexandra Jones why cancel culture scares him more than the cost of living crisis

Evening Standard

Top 10 Tory donors since Rishi Sunak became prime minister

Exclusive: An astonishing four-fifths of all individual donations made to the Conservative Party since Mr Sunak entered Downing Street have come from just 10 wealthy people

The Independent UK

Couple left with three-quarters of a roof thanks to dodgy builder's 'incompetent' work

The couple had employed builder Christopher Wood to complete the work to the roof of their home in Wolverhampton, but came to realise the "nightmare job" was beyond him

Daily Mirror

County Durham man injured partner with spanner just weeks after being spared jail for previous attack

David Riddell, 35, caused injury to his partner's leg after throwing a coat at her which had a spanner in the pocket

Chronicle Live

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AAP

Queensland golfer Wood seizes four-shot NZ Open lead

Queensland golfer Christopher Wood has claimed the New Zealand Open first-round lead near Queenstown with a sizzling 61, featuring eight birdies and an eagle.

Daily Mirror

Daughter, 14, found dead in home after dad's chilling 'murder-suicide' call

Christopher Wood, 51, made a disturbing call to his wife on Thursday evening before killing his daughter, Ava Wood, at their home in Baldwinsville, New York and turning the gun on himself

The Independent UK

Girl, 14, dead in apparent murder-suicide involving father, police say

Authorities say they were called to harassment incident involving teenager’s parents just days earlier

Chronicle Live

Chopwell man strangled girlfriend and dragged her around by hair after drunken taxi argument

George Carter left his former partner terrified she'd be killed after launching a vicious attack in December last year

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Chronicle Live

'Controlling' boyfriend stamped on girlfriend's head and wouldn't let her see terminally ill father

Jonathan Armstrong punched his then-partner repeatedly in the face and even attempted to bite her in one incident

Chronicle Live

County Durham paedophile caught with abuse images was searching for images involving toddlers online

Gergely Sumegi was caught with indecent images and videos which depicted children as young as eight-years-old

Chronicle Live

County Durham pervert sent naked pictures of himself to decoy 13-year-old girl on Snapchat

Anthony Lightfoot, 41, began sending sexual messages to what he believed was a 13-year-old girl called Holly

The Independent UK

Milton Avery at Royal Academy review: A notable American artist who went his own way

The Royal Academy’s substantial exhibition puts this post-war painter into the spotlight – it’s an enlivening experience, writes Mark Hudson

Chronicle Live

Black Lives Matter supporter jailed along with two more from counter group for city centre riot

Usman Ogiden, of Newbiggin Hall, became the first from the Black Lives Matter side of the demonstration to be jailed for violent disorder

Liverpool Echo

Grand National 2022: Runners, riders and odds for Grand National day at Aintree

All the runners, riders and betting odds for the seven races on the final day of the 2022 Randox Grand National Festival

The Independent UK

Revealed: British businessman made millions from firm behind UK arm of ‘Kremlin propaganda’ TV channel

Exclusive: Christopher Wood earned more than £2m from Russia Today TV UK Ltd in three years, according to analysis of Companies House records

People

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