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
Interest in BigBear.ai (NYSE:BBAI) has surged as retail investors search for the next AI-driven growth story beyond mega-cap technology stocks. The BigBear.ai stock story combines defence technology, artificial intelligence, border security and government analytics — sectors expected to benefit from rising geopolitical tensions and accelerating AI spending. However, while the BigBear.ai stock narrative is compelling, investors also face major risks around profitability, valuation and reliance on government contracts. For UK retail investors considering BigBear.ai stock, the central question is whether the company can convert strong AI demand into sustainable long-term growth. BigBear.ai (NYSE:BBAI)Price: $4.18 (+12% past 1m)Market cap: $2bn 🧭…
Buying shares in individual companies can feel exciting, but successful investing involves much more than picking popular names or following social media trends. For UK beginners, learning how to properly research a stock is one of the most important investing skills you can develop. Good research can help you understand: The goal is not to predict short-term market moves. Instead, it’s about building confidence and making informed long-term decisions. 🔁 Step 1: Understand the Business Before looking at numbers or charts, ask: ‘How does this company make money?’ If you cannot explain the business simply, it may not be the…
AI infrastructure (again!), and the UK and US consumer will all be under the microscope next week. Dell Technologies (NASDAQ:DELL) will be joined by chip designer Marvell Technology (NASDAQ:MRVL) and datacentre kit play MongoDB (NASDAQ:MDB), on the AI infra front. Major retail outfits like Best Buy (NYSE:BBY), Dollar Tree (NASDAQ:DLTR), Costco (NASDAQ:COST), and Kingfisher (LON:KGF) this side of the pond, also report, taking the temperature of consumer spending. Software will also be front and centre, given investors’ ongoing concerns about AI as an opportunity across the sector, or a major threat. That makes earnings and commentary from the likes of…
As the stock price jump clearly shows, investors very much like what Softcat (LON:SCT) is saying about growth opportunities ahead. The Wycombe-based IT infrastructure reseller upgraded FY26 underlying operating profit guidance to mid-teens growth, from high single-digit growth, after strong Q3 trading. That growth is broad-based is great, although strongest in corporate, supported by AI-enabled infrastructure demand. Howvere, there is evidence of some customer order pull-forward due to memory shortages. This last point needs watching. Read the Softcat release Softcat (LON:SCT)Price: £15.98 (+11%)Market cap: £3.50bn 🧩 Key trends at a glance AreaEvidenceTakeawayQ3 momentumStrong double-digit YoY growth in gross profit…
🟢 Key Points 🚀 What Is SpaceX? Founded in 2002, SpaceX has become the dominant private space company globally, largely through: The company has transformed launch economics by repeatedly landing and reusing rockets, dramatically reducing costs compared with traditional aerospace operators. Visit SpaceX website 📊 Financial Snapshot SpaceX Reported Revenue SegmentQ1 RevenueShare of RevenueStarlink & Connectivity$3.26bn69.5%Space Operations$619m13.2%AI Division$818m17.4%Total Q1 Revenue$4.69bn100% Annual Revenue MetricAmountFull-Year Revenue$18.67bnQ1 Operating Loss($1.94bn) 👉 What This Means for Investors Although SpaceX is generating enormous revenue, the business is still heavily loss-making at the operating level. That is common among high-growth technology and infrastructure firms, especially those investing…
🟢 Key Takeaways for UK Retail Investors Nvidia (NASDAQ:NVDA)Price: $223.69 (+0.1%)Market cap: $5.41tn Why Nvidia Still Sits at the Centre of the AI Investment Theme 👉 The ‘AI Picks and Shovels’ Trade Many investors increasingly see Nvidia not simply as a chipmaker, but as the foundational infrastructure provider for the AI economy. CEO Jensen Huang described the current environment as the ‘largest infrastructure expansion in human history’. Nvidia’s latest earnings reinforced the central market theme: AI infrastructure spending is still accelerating, and Nvidia remains the dominant supplier of the ‘picks and shovels’ powering that boom. The company again beat Wall…
For UK retirement investors, the most durable income portfolios usually combine high-quality dividends, global diversification, inflation protection, and consistent dividend growth rather than simply chasing the highest yield. The five stocks below are widely followed institutional-quality income holdings with resilient business models and international revenue exposure. 1. Realty Income (O) $62.09 → Best for Monthly Retirement Income Realty Income remains one of the most popular retirement income stocks globally because it pays monthly dividends and has increased its payout for more than 30 consecutive years. The REIT (Real Estate Investment Trust) owns over 15,000 commercial properties diversified across retail, industrial,…
If you’re starting your investing journey in the UK, one of the first decisions you’ll face is whether to invest in active funds or passive funds. Both can help grow your money over time, but they work in very different ways. Understanding the differences can help you choose investments that match your goals, risk tolerance, and investing style. 🟢 What Is an Active Fund? An active fund is managed by professional fund managers who try to beat the market. Instead of simply tracking an index like the FTSE 100, active managers research companies, economic trends, and sectors to decide which…
The debate around artificial intelligence investing has become the defining market argument of the decade. Bulls see AI as the next electricity or internet revolution — a structural force capable of reshaping productivity, corporate margins and global growth. Bears argue the market has entered speculative territory, with valuations detached from commercial reality and echoes of the dot-com bubble everywhere. The truth is more nuanced: parts of the AI market almost certainly exhibit bubble characteristics, but the broader AI investment theme still looks like a durable structural growth story. 🟢 Why investors think AI could be a bubble There are genuine…
In the UK, individuals are encouraged to save and invest for the future through a range of tax‑advantaged schemes. Two of the most important and widely used are the Stocks and Shares Individual Savings Account (ISA) and the Self‑Invested Personal Pension (SIPP). Both allow you to invest in assets such as shares, funds, and bonds, and both offer significant tax benefits. However, they are designed for different purposes, have different rules, and suit different time horizons. This article explains what a Stocks and Shares ISA is, what a SIPP is, and how they differ, so you can understand how each…











