Author: Steven Frazer
Steven Frazer has worked in the investment space for nearly 30 years and was Shares magazine's (owned by AJ Bell) technology word basher and analyst for close on 15 years, covering all the major tech developments right back to the dot com boom and bust (AI, cloud computing, cybersecurity, robotics, digital commerce and more). He is a Spurs obsessive, ska junkie and loves a good book about physics. Winner of the 2013 UKTech journalist of the year gong and a TytoPR #Tech500 influencer in 2018 & 2019. Find him at LinkedIn: Click Here
Gold and silver prices slid sharply again on Monday. This extended last week’s dramatic reversal as a stronger US dollar, higher trading margins and widespread profit-taking drained momentum from a rally. That rally had recently pushed precious metals to record highs. Spot gold dropped to an intraday low of $4,402 before recovering modestly, last trading down 3.7% at $4,687.52 an ounce. The metal had already plunged almost 10% on Friday. It broke back below the psychologically important $5,000 level after weeks of near-vertical gains. Higher margins and stronger dollar intensify sell-off Silver remained under even heavier pressure after its roughly…
In our latest podcast, Sharesify’s Steven Frazer and Ian Conway start macro, with word President Trump has nominated former Fed governor Kevin Warsh to replace Jerome Powell as Fed Chair in May… Ian steers investors through the talking points. The chaps discuss a largely positive week for markets, but a real mixed bag from big tech. You can spin through our thoughts on Microsoft (MSFT), Meta Platforms (META) and Apple (AAPL) by clicking the company names. Talking of knockout names, Steven and Ian discuss exciting IPO news, with market gossip rife with talk of SpaceX and OpenAI possibly pulling the…
Tech behemoth Apple (AAPL) reported the strongest financial quarter in its history, posting results that surged past Wall Street expectations. This was a great quarter for the Cupertino firm, yet investors shrugged and moved on, leaving the stock down nearly 5% year-to-date. The company generated $42.1 billion in net income, far above consensus forecasts of $36.33 billion, underscoring the enduring strength of its core hardware business. Apple (AAPL)Price: $257.35Market cap: $3.79tn Apple’s December quarter revenue rose 16% year-on-year to a record $144 billion, propelled by a surge in iPhone demand. Sales of the company’s flagship product increased 23% to $85.3…
Elon Musk is eyeing sometime in June for SpaceX’s blockbuster IPO, according to reports. The billionaire reportedly wants the offering to coincide with both his birthday (28 June) and the rare alignment of Mercury, Venus, and Jupiter (in early June). Regardless of when it happens, SpaceX’s IPO will likely be the biggest ever seen. It’s looking to raise at least $50 billion at a $1.5 trillion valuation, according to the FT, although the report noted that these figures are likely to change. If that’s the right ballpark, SpaceX would be looking to raise roughly double the $25.6 billion of oil giant Saudi…
Facebook-owner Meta Platform’s (META) latest earnings report delivered exactly what investors were hoping to see: a core advertising business that continues to compound at a healthy pace. Paired with clear evidence that the company’s massive AI spending push is translating into real performance and profit, it made for compelling reading. Meta stock jumped nearly 8% in after-hours trading, adding an extra $140 billion to the market cap. Meta Platforms (META)Price: $720.64Market cap: $1.82tn Cruciall, the report showcased a resilient core advertising business and early proof that the company’s aggressive AI investments are already boosting performance. Equally interesting, while Meta again…
Big tech AI giant Microsoft (MSFT) delivered another quarter of robust financial growth, but Q2 fails to excite investors after its core Azure cloud business hit but did beat expectations. This was a report marked by robust financial growth, but Q2 fails to excite some analysts. The software giant reported Q2 earnings that topped Wall Street forecasts, with adjusted EPS of $4.14, ahead of the $3.93 analysts had anticipated. Revenue climbed 17% year on year to $81.3 billion, also beating consensus estimates of $80.23 billion. Microsoft (MSFT)Price: $452.40Market cap: $3.37tn Despite the headline beat, Microsoft shares slid nearly 6% in…
In our latest podcast, Sharesify’s Steven Frazer and Ian Conway talk markets at record highs (or very near), with the FTSE 100, S&P 500, Nasdaq Composite and Eurostoxx 600 on a 2026 rampage. But, as Ian explains, there are puzzling elements to watch, with various economic data points not seemingly tallying with investor hubris. Record gold for one, as the precious metal safe-haven blasts through $5,300 for the first time ever on Wednesday, making it a 23% gold rush rallying already in 2026. Steven and Ian then move on to crucial earning incoming this evening, when $10 trillion+ of big…
Dutch semiconductor equipment giant ASML (ASML) reported blowout Q4 figures on Wednesday. The Amsterdam and New York-listed business unveiled record bookings of €13.2 billion, more than double market expectations of around €6.3 billion. The surge in orders sent the Amsterdam stock more than 5% higher on Wednesday, as investors responded to the company’s strongest indication yet that AI‑driven semiconductor demand is accelerating. Quarterly revenue came in at €9.72 billion, slightly ahead of consensus estimates of €9.58 billion. Importantly, gross margin landed at 52.2%, in line with forecasts, according to research commentary and company filings. ASML (ASML)Price: €1,277Market cap: €491.37bn A…
AI infrastructure tech firm CoreWeave (CRWV) stock is gong gangbusters this week, shooting 17% higher. The sharp rally follows Nvidia’s (NVDA) $2 billion bet on the datacentres business. Nvidia seeks to secure leadership in fast-evolving AI Infrastructure growth. The move underscores the intensifying race to secure computing capacity for advanced AI workloads. Nvidia will purchase $2 billion of CoreWeave’s Class A common stock at $87.20 a share. Notably, CoreWeave already deploys Nvidia’s advanced GPUs (graphics processing units) at scale. The deal goes beyond a financial investment. It establishes a long-term partnership aimed at accelerating the development of AI-focused data centres…
The market is caught in a familiar cycle as ride-sharers Uber Technologies (UBER) and Lyft (LYFT) face a crucial transition to robotaxis. Solid stock performance over the past year has fuelled optimism, but forward guidance hints at a potential expectations gap. Let’s take a closer look. Uber Technologies — Q4 2025 preview When: Wednesday 4 February Earnings expectations Analysts currently expect a drop in EPS versus the year-ago quarter — with consensus calls for a significant year-over-year decline in profitability even as revenues grow. Estimates suggest EPS may be materially lower than the strong profit seen in the prior year…












