India has been one of the world’s best-performing major equity markets over the past decade, supported by strong GDP growth, rising household wealth, digitalisation and expanding manufacturing. For UK investors, investment trusts remain one of the easiest ways to gain diversified exposure to the country’s long-term structural growth. Sharesify podcast with James Thom of Aberdeen New India Investment Trust However, after a spectacular rally between mid-2022 and late-2024, Indian equities have entered a much more challenging period. Major UK investment trusts with Indian exposure Investment trustEstimated India exposureInvestment styleTypical discount/premium*JPMorgan India Growth & Income~100%Large & mid-cap growth~5-8% discountAshoka India Equity~100%High-quality…

The week of 10–14 August offers plenty for investors to watch, with major earnings spanning industrials, artificial intelligence, consumer brands and healthcare across the UK, US and Europe. In the UK, engineering specialist Spirax (LON:SPX) is likely to be among the most closely followed names as investors assess demand from manufacturers and the outlook for capital spending. There’s also results from mining group Antofagasta (LON:ANTO), housebuilder Bellway (LON:BWY) and International Hotels Group (LON:IHG) to watch. US earnings will continue to be dominated by the AI trade, with Cisco (NASDAQ:CSCO), Lumentum (NASDAQ:LITE), Applied Materials (NASDAQ:AMAT) and Super Micro Computer (NASDAQ:SMCI) on…

Industrial chip designer and manufacturer Microchip Technology (NASDAQ:MCHP) delivered another quarter comfortably ahead of expectations, extending its recovery from one of the deepest inventory corrections in the semiconductor industry. In short, Microchip is emerging as one of the quieter winners from the semiconductor recovery. Better-than-expected revenue, expanding margins and stronger guidance reinforced management’s view that the downturn has passed, sending the shares around 9% higher in after-hours trading on 6 August. Microchip Technology investor relations Microchip Technology (NASDAQ:MCHP)price: $80.63 (+8.4% after-hours)Market cap: $43.77bn Unlike Nvidia (NASDAQ:NVDA) or AMD (NASDAQ:AMD), Microchip is not a leading AI accelerator designer. Instead, it supplies…

Machine-learning online ads platform AppLovin (NASDAQ:APP) remains one of the fastest-growing AI software companies in the market, but its first meaningful execution wobble in over a year reminded investors that expectations had become exceptionally high. Revenue narrowly missed forecasts, management blamed the timing of AI model improvements rather than weakening demand, yet softer Q3 guidance triggered a sharp after-hours sell-off, the stock indicating a sharp decline ~16%. AppLovin investor relations AppLovin (NASDAQ:APP)Price: $349.02 (~-16% after-hours)Market cap: $17.2bn Q2 2026 at a glance MetricReportedConsensusBeat/(Miss)Revenue$1.92bn$1.94bn❌ Slight missAdjusted EPS$3.76$3.75✅ BeatAdjusted EBITDA$1.61bn~$1.62bnSlight missRevenue growth+53% YoY—StrongEBITDA margin84%~84%In line Source: Company results, consensus estimates Although management…

Wall Street’s favourite memory stock Sandisk (NASDAQ:SNDK) delivered another excellent operational quarter including a headline beat, comfortably exceeding Wall Street forecasts for both revenue and earnings as AI-driven demand for NAND flash memory remained exceptionally strong. However, after a ~750% 2026 rally that had driven the share price to record $2,335 (in June) levels, investors were looking for another significant guidance upgrade rather than merely strong results. Sandisk investor relations Sandisk (NASDAQ:SNDK)Price: $1,230.01 (-9% after-hours)Market cap: ~$182.2bn The market instead focused on Q1 FY2027 guidance that was broadly in line with expectations, together with slightly softer profit guidance than some…

Advanced chip tech designer Advanced Micro Devices (NASDAQ:AMD) delivered another record quarter, comfortably beating Wall Street expectations and raising guidance. This underlines the view that AMD remains one of the world’s highest-quality advanced semiconductor companies. However, after a huge rally in 2026, investors were looking for evidence that AMD is rapidly closing the gap with Nvidia (NASDAQ:NVDA) in AI accelerators. AMD investor relations Advanced Micro Devices (AMD)Price: $475.00 (-8.4% after-hours)Market cap: $774.6bn The results reinforced AMD’s long-term growth story, but they were not enough to justify increasingly ambitious expectations, sending the shares sharply lower in after-hours trading on 4 August.…

First quarterly earnings as a listed company from Elon Musk’s SpaceX (NASDAQ:SPCX) were impressive on the surface. But they arguably reinforce that SpaceX remains an outstanding company but not necessarily an outstanding investment at today’s valuation. Revenue comfortably beat Wall Street forecasts, Starlink continued to grow rapidly, launch activity remained robust and losses narrowed sharply. Yet investors had been expecting more. SpaceX investor relationsStarL SpaceX (NASDAQ:SPCX)Price: $117.41 (-6.3% after-hours)Market cap: $1.54tn After initially rising following the release, the shares reversed course to fall around 6-7% in after-hours trading, reflecting concerns that the valuation already discounts years of exceptional growth while…

Most UK investors are familiar with the main US trading session, which runs from 2:30pm to 9:00pm UK time (during British Summer Time). However, some of the biggest share price moves often occur before or after those hours, particularly when companies release earnings or major news. For UK retail investors, understanding how extended-hours trading works can help explain why a US share opens sharply higher or lower, and whether it’s worth trading outside normal market hours. What is extended-hours trading? US stocks trade in three main sessions: SessionUS Eastern TimeUK time (BST)Typical activityPre-market4:00am–9:30am9:00am–2:30pmEarnings reactions, economic dataRegular session9:30am–4:00pm2:30pm–9:00pmHighest liquidityAfter-hours4:00pm–8:00pm9:00pm–1:00amCompany results and…

AI data and analytics play Palantir Technologies (NASDAQ:PLTR) produced another blockbuster quarter that comfortably cleared Wall Street’s already lofty expectations. More importantly, management significantly increased full-year guidance, reassuring investors that demand for its Artificial Intelligence Platform (AIP) remains exceptionally strong across both government and commercial customers. This compelling combination sparked a +15% surge in Palantir stock after-hours following the announcement as investors focused on accelerating growth and another substantial guidance upgrade. Palantir investor relations Palantir (NASDAQ:PLTR)Price: $144.86 (~+15% after-hours)Market cap: ~$347bn Q2 results versus expectations MetricReportedConsensusVerdictRevenue$1.94bn~$1.80-1.81bn✅ BeatAdjusted EPS$0.41$0.33-0.35✅ BeatRevenue growth+93% YoY~81% expectedStrong beatFree cash flow$1.22bnn/aRecordFull-year revenue guidance$8.15-8.16bnPrevious ~$7.65bnMajor raise Source:…

After one of the strongest bull markets in its history, Japanese equities have suffered a sharp correction – the Nikkei 225 has fallen by around 10,000 points ( -15% approx) from its June 2026 peak in little over a month. The sell-off has prompted investors to question whether Japan’s long-awaited renaissance is stalling or whether this is simply a healthy correction within a longer-term bull market. Fund managers increasingly talk of tides turning in Japan, where investors face an evolved landscape. But crucially, they see scope for robust dividend yields and high-quality companies fuelling tech progress, and a diversified approach…