AI chip champ Nvidia (NVDA) smashed it again, outstripping Q4 2026 forecasts and upping guidance for Q1 2027. Yet the market’s muted response left analysts bemused and pondering if even standout execution may no longer be enough to excite investors deeply embedded in the AI boom. For the second straight quarter, the chipmaker reported revenue that exceeded its own guidance (by roughly $3 billion this time), while its outlook was even more striking, implying about $5 billion above Wall Street expectations. Management also projected sequential growth for every quarter this year and signalled that strong momentum should continue well into…

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux talk AI doom, Guinness and tequila sales at Diageo (DGE). They also discuss a shrinking investment trust sector and loads more. Steve kicks us off with a look at Citrini Research’s bleak AI future. He discusses why markets are so worried, and what the impacts might be. Furthermore, he flags Sharesify’s feature on the topic, plus IBM’s (IBM) worst daily decline in 25 years. James talks us through Diageo’s recent report and the cuts to guidance. He also notes a dividend slashed as CEO ‘Drastic Dave’ Lewis tries…

The AI scare trade continues to rattle investors following another sharp sell-off in software stocks this week. Key companies like Workday (WDAY), CrowdStrike (CRWD) and Datadog (DDOG) have led the retreat. This follows the publication of a ‘doomsday’ AI report. The old ‘Big Blue’, or IBM (IBM) posted its steepest daily drop in more than 25 years (-13%) after Anthropic’s Claude AI code tool could be used to modernise COBOL, a programming language run on IBM systems. COBOL powers thousands of legacy IT systems around the world. These are in banking, insurance, cybersecurity and governments. Global Intelligence Crisis The ‘2028…

In our latest podcast, the team are delighted to welcome our very first guest, Mark Northway of Share Soc. Mark is a board member of the retail investor advocate organisation and was previously chairman from April 2016 to December 2021. Mark gives us the elevator pitch as to what ShareSoc is and its objectives. Then he discusses investment trust mergers and the ongoing campaign by activist Saba. We talk through whether Saba is acting as a force for good for investors. Alternatively, we consider if it is becoming a big distraction for trust managers. Trusts in focus Mark explains why…

IT hardware stock Dell Technologies (DELL) has gone nowhere for two years, but that could be about to change. The Texas-based company’s stock has shot to the top of Wells Fargo’s IT hardware selections. AI server revenue is projected to rally to $30 billion–$35 billion or more in fiscal 2027 (to end Jan). In November, Dell projected $25 billion in fiscal 2026 revenue from AI server shipments, up from its previous $20 billion estimate. The company’s AI server backlog rose to $18.4 billion by the end of Q3, fuelled by $12.3 billion in new orders. Additionally, it shipped servers worth…

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss an interesting week on UK and overseas markets. There are more investment trusts merging – BlackRock Throgmorton (THRG) and BlackRock Smaller Companies (BRSC). They also discuss what activist Elliott Investment Management wants London Stock Exchange (LSEG) to change. In addition, Nvidia (NVDA) earnings are coming in hot next week. As investors rethink US large cap exposure, Ian flags where some of the money is heading. James talks us through emerging markets trusts that are pulling in fresh capital. This includes Templeton Emerging Markets (TEM), Schroder AsiaPacific Fund…

AI chip champion Nvidia (NVDA) is set to report quarterly earnings after the bell on Wednesday, 25 February and expectations couldn’t be higher. After 13 consecutive quarters of beats and the stock +35% over the past year, there’s a lot riding on this quarter for a stock that almost every investor owns (one way or another). Nvidia Q4 earnings could set tone for global stock markets. That said, the shares have flatlined this year, and haven’t done much since last summer, pulling the PE to levels seen only three times since 2020 (12-months rolling PE 24). Growth momentum crucial Last quarter delivered the…

Shares of chip maker Samsung Electronics (BC94) [London listed GDRs] are on fire, hitting all-time highs as investors pour capital into the stock. In Thursday trading, its London listed GDRs hit $3,244, an all-time high, passing their previous $3162 best. The main stock hit ₩190,000, or Korean Won. For context, the grand prize in series 1 of Netflix Korean hit Squid Game was ₩45.6 billion. Samsung Electronics (BC94)Price: $3,244 (+3%)Mkt cap: ₩1,270.93tn ($436bn) What’s driving the rally Price hikes for next‑generation high‑bandwidth memory (HBM) chips, or HBM4. We flagged this as a headwind for Cisco (CSCO) recently, as a buyer,…

One-time Adobe (ADBE) buyout target Figma (FIG) staged one of its biggest rallies since listing after stronger‑than‑expected Q4 2025 results and robust guidance that surpassed Wall Street expectations. The design‑software firm’s shares surged 13%+ pre-market after posting Q4 revenue growth of 40% and earnings that smashed analyst projections by a third. EPS came in at $0.08 on $303.8 million revenue. Source: Figma Rampant demand Figma reckons the performance is thanks to rising adoption of its platform and growing integration of AI tools across its customer base. Investors were also lured in by Figma’s upbeat guidance. Figma (FIG)Price: $24.29 (+13%)Market cap:…

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI). The stock has surged over 50% this week, so what’s going on? With no official news out from the company, speculation has turned to whether the company is an AI beneficiary? Steve and Ian provide answers. Also on the agenda, James introduces listeners to health and wellness brand Applied Nutrition (APN). What does the company do, and why is it gaining traction with consumers, retailers and investors? James also has an update on what Warren Buffett has been doing in…