In the latest episode of the Sharesify Podcast, the guys take a gallop through the latest exciting developments at Meta (NASDAQ:META). They also provide insights on Moderna (NASDAQ:MRNA) and preview next week’s AGM update from Marks & Spencer (LON:MKS). Our technology whizz Steven explain why Meta’s plans to launch a hyperscale cloud computing business represent one of the biggest strategic shifts in the company’s history. Ian has his eye on potential AI winners outside of tech. He reckons pharma stocks are due a run and identifies vaccines business Moderna as an AI beneficiary. Last but not least, James tells us why Currys’…

Shares in online TVs-to-washing machines seller Marks Electrical (LON:MRK) fell on the news CFO Tom Pallatt is leaving the business. Pallatt’s looming departure comes not long after the Competition and Markets Authority (CMA) found Marks Electrical had charged customers for extra services without their express agreement. The competition watchdog fined the electrical retailer £720,000 fine and ordered it to ‘provide consumer redress’ of around £600,000 to affected customers. Gap needs plugging Whether Pallatt jumped or was pushed is hard to know. However, his impending departure is another headache the board could have done without. Marks Electrical has kickstarted the process…

Artificial intelligence (AI) continues to dominate the headlines and drive equity markets higher. Investors’ attentions have been captivated by the record-breaking SpaceX (NASDAQ:SPCX) IPO and excitement surrounding the upcoming stock market debuts of Anthropic and OpenAI. However, the arrival of these AI titans on the stock market means investors’ exposure to the broader technology theme is increasing significantly. For those looking to diversify portfolios away from all-things-tech, investors might look to less obvious opportunities elsewhere. EssilorLuxottica – a smart investment? Consumer-facing sectors are out of favour relative to technology. And yet a number of their constituents offer indirect exposure to…

In our latest Podcast special, Steven Frazer and James Crux welcome Samantha Fitzpatrick, co-manager of investment trust Murray International (LON:MYI). This global equity income fund offers an above average dividend yield. The trust seeks to generate long term growth in dividends and capital ahead of inflation. Murray International has prized AIC dividend hero status, having delivered more than 2 decades of uninterrupted dividend growth. The fund is also the best one-year share price total return performer in the AIC Global Equity Income sector. Murray International Trust Samantha explains why she has confidence in the sustainability and growth of the portfolio’s…

Electricals retailer Currys (LON:CURY) delivered double-digit growth in FY26 profits and launched a new £50 million share buyback. The UK consumer backdrop remains tough. Yet the laptops-to-washing machines seller insisted trading in the early part of FY27 has been ‘very solid’. Drawing confidence from its improving free cash flow generation, Currys also doubled the full year dividend to 3p. Currys has been in a strong earnings upgrade cycle and the stock had already rallied ahead of today’s results. So the absence of another upgrade today explains the stock price reaction, with the shares dipping in early dealings. AI drives demand…

Sportwear giant Nike’s (NYSE:NKE) Q4 results were sufficiently encouraging to suggest CEO Elliott Hill’s turnaround strategy has some traction. Revenues and earnings beat Wall Street estimates. And in another positive, the trainers-to-soccer balls titan received a one-off tariff refund of almost $986 million. So why did investors give the shares the boot after the Wall Street market close on 30 June? A 12% plunge in Greater China sales certainly spooked investors. But the biggest disappointment was Nike’s downbeat guidance. The Oregon-based company forecast ‘flattish’ earnings for Q1 and Q2 of FY27. Patience wearing thin For the quarter to May 2026,…

In the latest episode of the Sharesify Podcast, the chaps discuss a Korean memory chipmaker, Primark sales and a vape supplier showing resilience. Our tech guru Steven explains why South Korea’s SK Hynix has become one of the biggest beneficiaries of the AI boom. He tells us why UK retail investors are about to get a much easier way to own the stock. Income-hunter Ian talks us through the latest positive update from Polar Capital (LON:POLR). The fund manager posted record assets under management in FY26. And momentum has continued into the current FY with assets rising further still. James explains why…

Shares in Associated British Foods (LON:ABF) sank as a weak showing from its sugar division soured the profit outlook for the foods-to-fashion conglomerate. The sugar division’s struggles overshadowed a resilient Q3 performance from ABF’s cut-price clothing chain Primark, which benefited from June’s hot weather. Associated British Foods is preparing to spin off Primark before the end of 2027. This radical move will break up one of the UK’s biggest consumer businesses. Sugar ain’t so sweet In a Q3 update, Associated British Foods warned pressure from soaring gas prices will hit its sugar business next year. ‘In sugar, the duration and…

Shares in Cake Box (LON:CBOX) sweetened up after the fresh cream celebration cakes retailer delivered forecast-beating FY26 profits. The Enfield-based firm also raised the full-year dividend for the fifth year on the spin. Despite the well-documented pressures facing the consumer, Cake Box said trading in FY27 has started positively and ahead of 2026, supported by continued momentum in system sales. Tasty progress Led by CEO Sukh Chamdal, Cake Box generated strong sales growth for the year to March 2026. This was supported by 37 new store openings and a maiden full-year contribution from Ambala, the Asian sweets maker and retailer…

Travel-to-insurance products firm Saga (LON:SAGA) maintained FY27 guidance after delivering a ‘strong start’ to the year. The FTSE 250 company continues to make ‘clear progress’ towards its medium-term targets. Saga aims to deliver at least £100 million in underlying pre-tax profits and a leverage ratio of below 2 times by January 2030. Despite the latest evidence its strategic re-set is paying, Saga’s shares drifted lower in early dealings today. Why? Well, the stock had already sailed almost 50% higher year-to-date. This good run, and the absence of additional profit upgrades, proved a catalyst for profit-taking. Compelling growth Saga Led by…