In today’s Podcast, the Sharesify team talk markets, momentum, tech earnings, banks, booze stocks, air fryers and more. Our tech expert Steven discusses blowout earnings from chip designer Advanced Micro Devices (AMD), which doubled its total addressable market forecast for server CPUs just six months after its last estimate. Ian explains why momentum and big stocks are driving markets and why hedge funds are actually selling tech shares. He also lends us his view on HSBC (HSBA), while James talks booze stocks. Beer volumes have turned positive at Budweiser maker Anheuser-Busch InBev (ABI), while Guinness maker Diageo (DGE) delivered a positive Q3 sales…

Shares in Ramsdens (RFX) rallied after the financial services-to-retail group delivered its third profit upgrade in three months. The bulk of the FY26 upgrade reflected the positive impact of the sky-high gold price on its precious metals division. However, Ramsdens is also seeing continued strength in jewellery retail and pawnbroking. For the year to September 2026, Ramsdens now expects pre-tax profits will be ‘at least £28.5 million’. That is comfortably ahead of the £24.1 million consensus estimate. If the favourable gold price continues and summer currency volumes are in line with last year, profits could potentially hit £31.5 million. The…

Clothing-to-homewares seller Next (NXT) nudged up FY27 profit guidance again on the back of forecast-beating Q1 sales. The upgrade was delivered despite Middle East-induced cost increases. The high street retailer said these will be fully offset by cost savings and ‘moderate’ price increases. Shares in Next ticked higher on the positive news. However, with tougher H2 comparatives to come, Next left its FY27 full-price sales guidance unchanged at 5%. Retail resilience Led by CEO Simon Wolfson, Next has a track record of under-promising and over-delivering. And the retailer’s winning streak of earnings upgrades continues. Next’s full-price sales rose 6.2% in…

In our latest special podcast, James Crux and Steven Frazer are joined by Emily Whiting, emerging markets and asia pacific investment specialist at JPMorgan Asset Management. The discussion focuses on JPMorgan Asia Growth & Income (JAGI). This investment trust aims to provide a total return from investing in equities quoted in Asia, excluding Japan. Our special guest tells us what sets ‘JAGI’ apart from others in the Asia Pacific Equity Income sector. Whiting explains how JPMorgan’s specialist EMAP team meet and research thousands of companies each and every year. This, she argues, massively helps the portfolio managers pick the best…

Shares in Anheuser-Busch InBev (ABI) bubbled up 7% to €67.5 after the brewing behemoth served up forecast-busting Q1 results. Revenues were boosted by a 37% jump in non-beer sales. Share price: €67.5 (+6.8%)PE FY26: 17xMarket cap: €123bnYield FY26: 1.9% The Budweiser-to-Michelob Ultra maker’s first volume growth in three years suggests a rebound could be underway in the challenged beer industry. Brewing behemoth AB InBev is the world’s biggest brewer whose strong brands include Stella Artois, Corona, Carling Black Label and Brahma. The Brussels-headquartered drinks giant outperformed market expectations in every region during Q1. The company reported a forecast-beating 5.3% rise…

In today’s Podcast, the Sharesify team talk high-flying US markets, Big Tech earnings, UK banks, Unilever (ULVR) and much more. Our tech guru Steven breaks down the latest earnings reports from Apple (AAPL) and SanDisk (SNDK). The iPhones behemoth delivered a solid quarterly earnings beat, while AI infrastructure play SanDisk, a ‘30-bagger’ no less, delivered a massive earnings surprise. Ian talks markets with a focus on central banks and big UK lenders Lloyds (LLOY) and NatWest (NWG), while James tells us more about this week’s positive results from aero engine maker Rolls-Royce (RR.) and consumer goods giant Unilever (ULVR). The…

Shares in Bill Ackman’s investment management firm Pershing Square Inc (PS) fell in debut dealings on the New York Stock Exchange. So did shares in Pershing Square’s new US hedge fund Pershing Square USA (PSUS). But the billionaire investor insists shareholders in UK-listed Pershing Square Holdings (PSH) should benefit in three ways following the combined IPOs. Costs coming down ‘We are pleased that PSH shareholders will benefit from reduced performance fees going forward as a result of the successful completion of the IPO of PSUS, our new US-listed fund,’ said Ackman. ‘We believe our newly public management company, PS, has…

In our latest special podcast, James Crux and Ian Conway are joined by James Bruegger, chief investment officer and managing partner of Seraphim Space Investment Trust (SSIT). The world’s first listed SpaceTech fund, Seraphim Space is opening access to a multi-trillion-dollar opportunity in the global SpaceTech sector, the frontier driving innovation in defence, security, climate change and sustainability. Bruegger tells the Sharesify team what first piqued his interest in SpaceTech. He also discusses the size of the market opportunity and why the SpaceTech industry is at an inflection point. Our special guest talks about the trust’s track record of picking…

Shares in IG Design (IGR) jumped after the creative and celebrational products seller said FY26 results will top expectations. Investors celebrated the latest positive update from the AIM-listed firm. IG Design said its revenue, profit and cash performances all exceeded estimates last year. The market also applauded the ‘highly complementary’, earnings-enhancing acquisition of Glenart. Focused on South Africa, the UK and the USA, Glenart’s particular specialty lies in the manufacture of crackers. More cracking news A company with a troubled recent past, IG Design makes greetings cards, wrapping paper, gift bags and other gifting products. It also makes goods not for…

Consumer goods goliath Unilever (ULVR) reported better-than-expected Q1 sales as strong emerging markets demand more than offset sluggish developed markets growth. The Dove-to-Domestos maker also said it will launch a fresh €1.5 billion share buyback, which boosted the stock in early dealings. While Q1 turnover fell 3.3% to €12.6 billion, underlying sales grew by a better-than-expected 3.8%. This included volume growth of 2.9% and price growth of 0.9%. Unilever’s Power Brands spearheaded the performance. The FTSE 100 giant also called out momentum in emerging markets, where incomes are rising and big brands sell well. The Vaseline-to-Persil seller highlighted strong growth…