In our latest podcast, Sharesify’s James Crux, Ian Conway and Steven Frazer talk markets, explaining a surprisingly robust US, a big sell-off across Asia and why an oil spike is to blame. Investment trusts are never far from the chaps’ thoughts and Alliance Witan (ALW) comes under the microscope, as does the surprise stakebuild by activist Saba in Allianz Technology Trust (ATT), one of the sector’s superstar performers of the past decade. Ian flags recovery at Rentokil (RTO) to ‘buzzkill’ at Vistry (VTY), whose stock dropped 25% to its lowest since 2012. There’s knockout results from ASICs play Broadcom (AVGO), before turning…

Asian equities traded mixed on Friday but remained on course for sharp weekly losses, as escalating conflict in the Middle East and a spike in oil prices rattled investor sentiment across global markets. US equity futures were broadly flat during Asian hours, offering little relief after Wall Street extended losses overnight amid rising geopolitical tension and higher Treasury yields. Geopolitical Shock The conflict involving Iran, Israel and the United States entered its seventh day on Friday, with no indication of de-escalation. Analysts warn that continued instability could disrupt energy flows through the Strait of Hormuz, a critical chokepoint that handles…

Broadcom delivered a robust fiscal 2026 Q1 performance (to end Jan), beating Wall Street expectations across revenue, earnings, and forward guidance. The results underscore Broadcom’s strengthening position as a key supplier of custom AI silicon, particularly for hyperscale cloud providers seeking alternatives to Nvidia (NVDA)-built solutions. The company also announced a share buyback plan of up to $10 billion. In Q1 2026 (webcast here), Broadcom generated earnings of $2.05 per share on an adjusted basis on revenue of $19.31 billion. Analysts had expected EPS of $2.02 on revenue of $19.21 billion. Broadcom (AVGO)Price: $337.65 (+6.3%)Market cap: $1.606tn The chip designer said…

Greencoat Renewables (GRP) has unveiled a bold new five-year strategy to unlock shareholder value from its portfolio. The sustainable energy investment trust’s new strategy will combine asset recycling, balance-sheet deleveraging and expansion into green digital infrastructure, including data centres, to reverse investor’s negative take on the trust. It also plans a €100 million share buyback programme by 2030. Over the past five years, Greencoat Renewables’ stock has diverged dramatically from net assets performance. That has stretching its NAV discount to over 30%, miles wider than its 6.2% average, based on Trustnet data. Annualised total return (share price plus dividends) since…

In our latest podcast, Sharesify’s James Crux, Ian Conway and a croaky Steven Frazer spin through a busy and bumpy market so far this week. Ian puts us in the loop with UK market falls. He also tells us which is Europe’s big loser so far. However, it’s Asia that is really hurting. South Korea’s Kospi Index is crashing to its biggest one-day fall. Steve puts some meat on the bones as the Straits of Hormuz close. He explains where else oil jitters are getting investors antsy. Central banks are also on the spot. They are facing big rate calls over…

Cybersecurity ‘darling’ CrowdStrike (CRWD) topped $5.25 billion in ARR (annual recurring revenue) in a record year. The Austin, Texas firm reported Q4 2026 results (to end Jan) that topped Wall Street estimates. Additionally, it issued largely in-line guidance for fiscal 2027. At a time when investors have been seriously spooked by talk of AI disruption across the software sector, the market’s response can be seen as a big positive. Shares of the cybersecurity firm are up 0.7% in pre-market US trading Wednesday, holding $394 levels. CrowdStrike (CRWD)Price: $394 (+0.66%)Market cap: $99.33bn Of course, calling it a darling needs context after…

Financial markets might be looking past the initial drama in the Middle East, clinging to hopes of a swift resolution to the crisis, but don’t hold your breath. US President Donald Trump said overnight that the US will do ‘whatever it takes’ to achieve its military objectives, indicating that operations could continue for several weeks. For thousands of UK investors, now might be a good time to build a defensive edge to investment portfolios. The possibility of increased military strikes has already driven oil prices to two-year highs. Benchmark West Texas Intermediate crude for April delivery has shot up 21%…

In our latest podcast, Sharesify’s James Crux, Steven Frazer and Ian Conway talk blowout earnings from Nvidia (NVDA) and hiked guidance. However, there was a puzzling big fat meh! from the markets. James gives us a quick wrap of what the markets have been doing. The chaps chat through results highlights, and lowlights and what to watch out for next week. Ian talks through figures from London Stock Exchange (LSEG), and flags former ads giant WPP (WPP). WPP is firmly in turnaround mode (again!) after hitting 29-year lows. Now, however, the company has a CEO who seems to have a…

I said they’d be worth watching and so it proved as Dell Technologies (DELL) stock surged nearly 11% pre-market on Friday after impressive Q4 results which promise an AI infrastructure bonanza. Those who tune in to the Sharesify podcast will have heard us explain why investors need more than just earnings beats to boost share prices, and Dell delivered, smashing previous fiscal 2027 (to end Jan) guidance on top of a sharp Q4 beat. The $90 billion Texas-based company forecast fiscal 2027 revenue of $138 billion-$142 billion, well above the $124.9 billion consensus. Annual EPS is projected at $12.90, compared…

Aero-engine maker Rolls‑Royce (RR.) set a new all-time share price high after reporting a sharp rise in annual profit, lifted medium‑term financial targets, and promised an upto £9 billion share buyback as its remarkable recovery continues. Leading the way was strong aero‑engine demand, efficiency gains and mega cashflows saw the stock rally more than 5% on Thursday, setting a record of £13.79. Sharesify flagged Rolls’ results as worth watching in our recent podcast (listen here). The ‘burning platform’ inherited by CEO Tufan Erginbilgic three years ago has been transformed into a business which is now on fire. Remarkably, the stock…