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…

Hard-pressed Schroder UK Mid Cap Fund (LON:SCP) disappointed investors by underperforming its benchmark in the half to March 2026. But having bid Saba Capital goodbye, the trust has a stable base from which to grow going forwards. The US activist hedge fund exited Schroder UK Mid Cap’s shareholder register through a recent 35% tender offer. Under the terms of the truce, Saba committed to a three-year ‘standstill’ period during which it will desist from further activist agitation. Schroder UK Mid Cap’s manager Jean Roche believes the valuation case for UK mid caps is ‘as compelling as we can recall’. She…

Shares in Focusrite (LON:TUNE) rallied after the audio products group delivered resilient FY26 results. Focusrite said trading in Q1 FY27 has been ahead of the prior year. This reflects positive progress across both its Content Creation and Audio Reproduction divisions. Price increases to offset tariffs and cost discipline are supporting margins. And investors applauded Focusrite’s strong cash generation, which helped to drive a £9.3 million year-on-year reduction in net debt. Amping up growth Focusrite develops hardware and software products used by audio professionals and musicians. Products range from audio interfaces and preamps to speakers. And the firm’s solutions facilitate the…

In the latest episode of the Sharesify Podcast, the chaps talk everything from Micron Technology (NASDAQ:MU) and M&A to Moonpig (LON:MOON) and World Cup stock elections. Our tech expert Steven walks us through US memory-chip giant Micron’s latest blockbuster quarter. He tells listeners what the company’s price rises could mean for the likes of Apple (NASDAQ:AAPL) and the wider consumer. Markets watcher Ian has been busy chronicling the latest takeover offers for UK-listed stocks including SEGRO (LON:SGRO), easyJet (LON:EZJ) and Advanced Medical Solutions (LON:AMS). And James explains why consumer stocks continue to defy gravity. Tyre seller Halfords’ (LON:HFD) turnaround strategy…

On Saturday 4 July 2026, the United States celebrates its 250th anniversary of independence. Uncle Sam’s ‘Semiquincentennial’ will see a massive celebration across this vast country. The headline event is the ‘Great American State Fair’ on the National Mall in Washington DC. UK-based investors can play their own small role in celebrating America’s stunning success by putting money to work in the world’s largest economy. The US has long been recognized as a global leader in entrepreneurship, innovation, and business creation. With a culture that encourages risk-taking, the US is home to many of the world’s most powerful and innovative…

The board at Baillie Gifford UK Growth Trust (LON:BGUK) has conceded shareholders’ patience with the fund’s poor performance is wearing thin. The £220 million cap trust lagged the benchmark again in the year to 30 April 2026. Baillie Gifford UK Growth faces a continuation vote in 2027 followed by a 100% conditional tender offer in 2029. In a bid to pep up performance, the board has drafted in a new co-manager. Baillie Gifford UK Growth has also cut its management fee in order to keep shareholders happy. Behind the benchmark The trust generated a net asset value (NAV) total return of 15.6%…

Shares in Moonpig (LON:MOON) trotted to a 52-week high after the online greeting cards and gifting platform posted solid growth in FY26 sales and profits. Investors also applauded an 11.2% increase in free cash flow to £73.5 million for the year to April 2026. This supported a 25% increase in the total dividend to 3.75p. Moonpig completed £60 million of share buybacks in FY26. And the company plans to buy back up to £65 million of shares during FY27, demonstrating confidence in its data-led model and growth prospects. A strong core Moonpig provides online greeting cards, gifts and experiences. It…