Shares in Micron Technology (NASDAQ:MU) surged in after-hours trading after the US memory-chip giant delivered another blockbuster quarter, reinforcing the view that memory has become one of the most important beneficiaries of the artificial intelligence investment cycle. The results were closely watched by investors as a key test of whether spending on AI infrastructure and data centres remains robust. For UK investors, Micron remains one of the purest listed ways to gain exposure to AI memory demand, particularly through high-bandwidth memory (HBM) chips used alongside AI accelerators from companies such as Nvidia. Micron Q3 2026 release Micron Q3 2026 slides…

For UK retail investors, one of the most striking features of the AI boom is that many of the biggest winners—such as Nvidia (NASDAQ:NVDA), Microsoft (NASDAQ:MSFT), Broadcom (NASDAQ:AVGO) and Palantir Technologies (NASDAQ:PLTR)—are listed in the US rather than London. The UK has world-class AI research and a thriving start-up ecosystem, but relatively few large, listed AI companies. Instead, investors often gain exposure through software, data, semiconductor materials, digital infrastructure and power providers rather than pure-play AI developers. Why London has few pure AI stocks 1. The UK specialises in AI creation, not AI commercialisation Britain has produced leading AI companies,…

The short answer is no merger has been announced, but the probability of one occurring in 2027 is being taken increasingly seriously by investors and analysts. The most likely outcome today is continued speculation rather than an imminent transaction. Over the past month, reports from CNBC, Bloomberg, Reuters Breakingviews, Barron’s and Fortune have suggested that Elon Musk and advisers have discussed combining SpaceX and Tesla following SpaceX’s IPO. Several analysts now openly model a future merger as a realistic scenario rather than a fringe idea. The speculation intensified after: Tesla investors relations SpaceX investor relations Analyst views Analyst / SourceViewWedbush…

Finding an active fund that beats its benchmark over one market cycle is difficult. Finding one that does so across 3-, 5- and 10-year periods, while maintaining a long track record, sizeable assets* and reasonable fees, is exceptionally rare. Trustnet’s latest analysis found only 24 UK equity funds delivering top-quartile returns across all standard investment periods, highlighting how few managers consistently add value after fees. The UK funds outperforming over all standard timeframes For long-term investors, the most attractive candidates tend to share several characteristics: * WS Guinness Global Innovators has less than £100m in assets but include it because…

Shares in SpaceX (NASDAQ:SPCX) suffered their sharpest decline since listing. They fell around 16% and extended a three-day slide that has wiped roughly $400 billion from the company’s market value. The sell-off came just 10 days after its record-breaking IPO. It was triggered by concerns over valuation, rising debt levels and the scale of future spending commitments. While the stock remains above its $135 IPO price, enthusiasm that briefly pushed SpaceX’s valuation close to $3 trillion has started to cool. This is because investors reassess the company’s fundamentals. SpaceX: Does a $2.1 trillion valuation make sense? Why did the shares…

Memory stocks rallied after Tim Cook acknowledged that Apple (NASDAQ:AAPL) will have to raise product prices because soaring memory chip costs have become ‘unavoidable’. Investors interpreted the comments as confirmation that the current AI-driven memory shortage is proving more persistent than many had expected. The key point was not simply that Apple faces higher costs. It was that one of the world’s largest semiconductor buyers effectively confirmed that demand for DRAM and NAND remains far stronger than supply, a point Sharesify investigated recently (click link below). How crazy could the memory chip shortage become – and what does it mean…

Salesforce (NYSE:CRM) has become one of the biggest casualties of the 2026 rotation away from slower-growing enterprise software. The company increasingly looks like a contrarian value opportunity within large-cap technology. Despite continuing to generate strong profits and free cash flow, investors have increasingly questioned whether the company can deliver enough AI-driven growth to justify its previous premium valuation. The sell-off has been severe. The shares have fallen by around 40% this year and recently touched fresh 52-week lows around $160 before falling further, despite quarterly earnings beating expectations. Salesforce investor relations Salesforce (NYSE:CRM)Price: $155.02 (-40% 1-year)Market cap: $126.96bn Why has…

Contract electronics manufacturer Jabil (NYSE:JBL) delivered another impressive quarter on 17 June, comfortably beating Wall Street expectations and, more importantly, raising full-year guidance again. Jabil offers a differentiated way to gain exposure to the AI build-out without relying solely on chip designers. The results reinforce one of the strongest themes in global technology investing: the enormous build-out of AI infrastructure extends well beyond chip designers like Nvidia (NASDAQ:NVDA) and into the companies that physically manufacture servers, networking equipment, power systems and cooling infrastructure. While the share price initially responded strongly, jumping by as much as 14% in early trading, much…

The June 2026 Nasdaq-100 rebalance marks another milestone in the AI investment boom. Five companies—CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS), Astera Labs (NASDAQ:ALAB), Rocket Lab (NASDAQ:RKLB) and Teradyne (NASDAQ:TER)—will join the index on 22 June, replacing older technology names Charter Communications (NASDAQ:CHTR), Cognizant Technology (NASDAQ:CTSH), Insmed (NASDAQ:INSM), Verisk Analytics (NASDAQ:VRSK) and Zscaler (NASDAQ:ZS). The new wave of AI names should generate additional buying from index funds tracking the Nasdaq-100 while increasing institutional ownership and liquidity. Unlike the current AI giants, such as Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT), these businesses represent different parts of the AI ecosystem—from cloud infrastructure and semiconductor connectivity to…

For UK retail investors sitting on sizeable gains, the obvious question is whether to bank Alphabet (NASDAQ:GOOG) profits and switch into Microsoft (NASDAQ:MSFT), which has underperformed despite remaining one of the world’s strongest AI franchises. There is no simple answer. Alphabet arguably has the stronger earnings momentum today, while Microsoft may offer the better risk/reward profile if its AI investments begin translating into faster revenue growth during the second half of 2026. Microsoft Q3 2026 slides Alphabet Q1 2026 slides Alphabet (NASDAQ:GOOG)Price: $371.10 Market cap: $4.53tnMicrosoft (NASDAQ:MSFT)Price: $393.83 Market cap: $2.93tn Share price performance MetricAlphabetMicrosoft2026 YTD share performance+18%-17%Market sentimentStrongCautiousMain concernCan…