Specialist contractor Keller (LON:KLR) upgraded FY26 guidance following a recent acceleration in its positive trading momentum. The ground improvements-to-grouting group highlighted an ‘excellent performance’ through the remainder of Q2 with North America trading ‘materially outperforming’ management’s expectations. Investors also welcomed news of ‘buoyant’ contract tendering activity across the group, sending the shares to new all-time highs. Trading ‘materially’ ahead London-headquartered Keller is in fact the world’s largest geotechnical specialist contractor. Basically, the company gets ground ready to build on and provides solutions to geotechnical challenges across the global construction sector. Keller now expects FY26 sales and underlying operating profit will…

Shares in The Beauty Tech Group (LON:TBTG) rallied after the at-home beauty device maker delivered its fourth guidance upgrade since IPO. Cheshire-based Beauty Tech Group now expects H1 revenue will be ‘materially’ ahead of last year’s £55 million haul. The upgrade reflects the broad-based growth the firm is seeing across all key markets and channels. FY26 sales and adjusted EBITDA are now expected to be ‘no less than £170 million and £45 million’ respectively. This reflects strong revenue growth and the firm’s expanding margins. The updated guidance is comfortably ahead of the company-compiled consensus. Analysts were previously calling for sales…

Alternative Income REIT’s (LON:AIRE) biggest shareholder Glenstone has sweetened its bid for the company from 70p to 71.4p per share in cash. Glenstone described its new offer for the commercial property-focused REIT as ‘final’. And yet the Guernsey-listed REIT reserved the right to upsize its offer should a counterbid emerge. This looks to be a response to another potential AIRE suitor, AEW UK REIT (LON:AEWU), which is monitoring the situation. AEWU previously had an all-share approach pitched 3% below AIRE’s then net asset value (NAV) rejected by the board. Low-ball bid? Glenstone’s 1.4p, or 2%, increase from the previous 70p…

Shares in ITV (LON:ITV) ticked higher after the company agreed to sell its Media and Entertainment business to Sky for up to £1.6 billion. The break-up will enable ITV to return around £950 million, or 25p per share, to shareholders in cash. The sale will leave content production arm ITV Studios as a standalone, London-listed business. ITV Studios’ future prospects will be underpinned by a long-term partnership with ITV Media and Entertainment and pay-TV operator Sky. Unlocking value Owned by US media giant Comcast (NASDAQ:CMCSA), Sky will pay £1.2 billion in cash for ITV’s broadcasting arm. ITV and Sky said…

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,…