TSMC (TSM), or Taiwan Semiconductor Manufacturing Company, is entering its upcoming earnings season with renewed momentum. If you are looking for further evidence of the Taiwanese chip firm’s central role in the global AI boom, here it is. The world’s largest contract chipmaker reported a sharp surge in March revenue. This highlights how demand for advanced AI-related chips is reshaping its growth profile. Moreover, it reinforces investor expectations ahead of Q1 earnings report on 16 April. TSMC (TSM) – US ADRsPrice: $365.49Market cap: $1.58tn March revenue jumped 45.2% year-on-year to NT$415.19 billion, while also rising 30.7% from February. That strong…

The incoming IPO of SpaceX has sparked hysteria like never before. Sure, Artemis II has rekindled mass excitement about space and our solar neighbourhood. Millions around the world have tuned in to the Nasa ‘Moon’ odyssey in recent weeks. This mission has taken humans further from earth than ever before. But SpaceX is something altogether different because it will give ordinary people a chance to directly buy their own bit of the new space race. The company plans to raise around $75 billion at a valuation that could top $2 trillion. In addition, if talk is true, it could also…

Yardeni Research argues that equities offer compelling value at current levels, citing a rare combination of meaningfully compressed valuation multiples and resilient earnings momentum. In the firm’s view, the recent market adjustment has improved forward return potential rather than undermined fundamentals. The firm notes that the S&P 500’s forward price‑to‑earnings (PE) ratio peaked near 23x in October and has since declined by 17.8% to 18.9x. Over the same period, forward earnings rose 12.7% to record levels, highlighting that the de‑rating has occurred alongside — rather than because of — weakening profit expectations. Chart 1: Valuation Compression vs Earnings Growth This…

FTSE 250 Gamma Communications (GAMA) jumped more than 14% on Wednesday after the company confirmed it is in early-stage discussions with potential suitors over a possible takeover. The UK telco equipment designer said late on Tuesday it was in preliminary talks with several interested parties to assess whether a proposal could deliver greater value to shareholders than remaining independent. Gamma Communications (GAMA)Price: 835 (+14%)Market cap: £755.29m High class asset It would be fascinating to be a fly on the wall during those conversations. Gamma had been a roaring success following its IPO in 2014 at 187p per share, driving consistent,…

Bank of America (BofA) is urging investors to use the recent US equity pullback as an opportunity to selectively build long exposure. As part of its research note, BofA has also named 10 stocks it believes are best positioned to outperform in Q2 2026 as macro and geopolitical headwinds begin to stabilise. The call comes amid heightened volatility triggered by geopolitical escalation and policy uncertainty. For example, the S&P 500’s recent decline below 6,600, according to BofA strategists, has begun to ‘kick‑start policy panic’, although technical indicators have not yet reached levels typically associated with full capitulation. BofA notes that…

We will all get to the stage when we want to stop working, living not from a salary but income generated by our investment portfolios. It’s one of those landmark moments in life; one you’ll probably have been thinking about long before you pull the trigger. Transitioning a growth-oriented portfolio into one that provides steady income for retirement involves shifting from maximising capital appreciation to a strategy that prioritises income generation, risk reduction, and capital preservation. You probably won’t make mass changes all at once, it’s usually sensible to do it gradually, over several months or even years. Funds, stocks…

Stability has been replaced by volatility as stock market investors face elevated uncertainty ahead. Conflict in the Middle East is dominating the market mood, sparking oil price spikes and inflation worries. Fragile economic signals, stock valuations, and policy unpredictability are additional balls for investors to juggle. Markets remain volatile because: These pressures mean markets can rally on good news but remain vulnerable to sharp pullbacks. History may not be an accurate guide to future performance but there are certainly valuable lessons to be learned from the past, not least, to invest through cycles rather than trying to time them. So,…

In our latest podcast, Sharesify’s Steven Frazer and James Crux welcome Laura Foll, co-manager of investment trust Law Debenture (LWDB). This trust is a rare breed in the current investment trust space. With a unique operating model that may be partly responsible for the shares trading at a premium to NAV, Laura talks us through this model. Moreover, she explains what she believes its advantages are. 47 years of dividends We then touch on the manager’s thoughts on its ‘Dividend Hero’ status (47 years and counting). Laura explains why she believes that is a big attraction for retail investors. Steve…

Barclays analysts have highlighted a select group of global technology leaders poised to benefit from what they describe as ‘an unprecedented buildout of artificial intelligence infrastructure.’ According to the bank’s projections, annual AI‑related capital expenditure from hyperscalers and leading AI laboratories could exceed $1 trillion before peaking in 2028. This would reflect one of the largest investment cycles in history. To assess the breadth of the opportunity, Barclays compiled a universe of more than 400 public and private companies spanning 19 digital and power‑infrastructure categories—from advanced semiconductors and custom accelerators to power systems, networking, and thermal management. In addition, the…

Investors could find themselves paying higher taxes when new dividend tax rates come into force from 6 April 2026. But there is a simple way to avoid the increase by making use of tax efficiency investing products. As announced in last year’s Budget, some investors will see a two-percentage-point increase in the rate of tax they pay on dividends earned from shares and funds invested in shares, including investment trusts and ETFs.  Changes to dividend tax Currently, basic-rate taxpayers pay 8.75%, higher-rate taxpayers 33.75% and additional-rate taxpayers 39.35% on dividends that exceed the annual tax-free allowance of £500. From 6 April,…