AI chip champion Nvidia (NVDA) is set to report quarterly earnings after the bell on Wednesday, 25 February and expectations couldn’t be higher. After 13 consecutive quarters of beats and the stock +35% over the past year, there’s a lot riding on this quarter for a stock that almost every investor owns (one way or another). Nvidia Q4 earnings could set tone for global stock markets. That said, the shares have flatlined this year, and haven’t done much since last summer, pulling the PE to levels seen only three times since 2020 (12-months rolling PE 24). Growth momentum crucial Last quarter delivered the…

Shares of chip maker Samsung Electronics (BC94) [London listed GDRs] are on fire, hitting all-time highs as investors pour capital into the stock. In Thursday trading, its London listed GDRs hit $3,244, an all-time high, passing their previous $3162 best. The main stock hit ₩190,000, or Korean Won. For context, the grand prize in series 1 of Netflix Korean hit Squid Game was ₩45.6 billion. Samsung Electronics (BC94)Price: $3,244 (+3%)Mkt cap: ₩1,270.93tn ($436bn) What’s driving the rally Price hikes for next‑generation high‑bandwidth memory (HBM) chips, or HBM4. We flagged this as a headwind for Cisco (CSCO) recently, as a buyer,…

One-time Adobe (ADBE) buyout target Figma (FIG) staged one of its biggest rallies since listing after stronger‑than‑expected Q4 2025 results and robust guidance that surpassed Wall Street expectations. The design‑software firm’s shares surged 13%+ pre-market after posting Q4 revenue growth of 40% and earnings that smashed analyst projections by a third. EPS came in at $0.08 on $303.8 million revenue. Source: Figma Rampant demand Figma reckons the performance is thanks to rising adoption of its platform and growing integration of AI tools across its customer base. Investors were also lured in by Figma’s upbeat guidance. Figma (FIG)Price: $24.29 (+13%)Market cap:…

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss a rampant week for Raspberry Pi (RPI). The stock has surged over 50% this week, so what’s going on? With no official news out from the company, speculation has turned to whether the company is an AI beneficiary? Steve and Ian provide answers. Also on the agenda, James introduces listeners to health and wellness brand Applied Nutrition (APN). What does the company do, and why is it gaining traction with consumers, retailers and investors? James also has an update on what Warren Buffett has been doing in…

Cybersecurity bellwether Palo Alto Networks (PANW) continues to outperform quarterly expectations, but soft guidance was where investors concentrated. The market reaction suggests investors remain highly sensitive to profitability outlooks. Palo Alto now expects fiscal 2026 (to end July) earnings per share of $3.65 to $3.70, down from its prior outlook of $3.80 to $3.90 and below the $3.87 consensus estimate. That the Santa Clara-based company upped revenue expectations were shrugged off by markets. Palo Alto raised its full-year revenue forecast to a range of $11.28 billion-$11.31 billion, up from $10.50 billion-$10.54 billion previously and ahead of market expectations. The stock…

Datadog (DDOG) has been under a lot of pressure with investors worried about the implications of AI disruption across the tech space. The stock is down 6.5% in 2026. Nerves have sparked a widespread sell-off in recent weeks, but this could be a great opportunity for retail investors to pick-off stocks unfairly discounted, and Datadog is one of them, according to analysts at both Needham and Evercore ISI. They believe the cloud and datacentre performance monitoring tech provider is well positioned to capitalise on accelerating AI opportunities following its recent analyst day in New York. Needham reiterated its ‘buy’ rating…

Intel (INTC) has been one the big story stocks of the past year, but sentiment is starting to sour and investors should be wary. Up 19% so far in 2026, the share price has gained 70% over the last 12 months. To put that into context, the ‘Sox’ is up 13.5% and 60% over the same timeframes. But sentiment is fragile. In February, Intel has largely traded lower. This is a stock priced for perfection of a recovery that may not work out. Years in decline Since 2020, overall revenue and operating margins have fallen sharply. Five years ago, Intel…

In our latest podcast, Sharesify’s Steven Frazer, Ian Conway and James Crux discuss the market mood dominated by AI. They also explore the capricious nature of daily trading and tight memory chip capacity. The chaps talk through how investors are clustering around big, boring, old skool stocks. Ian flags all-time highs for world’s biggest retailer Walmart (WMT), now a $1 trillion company. The talks then turns to… is AI going to wreck business models, jobs and become a waste of money, or is there real value to be made. Steve suggests that investors have recently taken a ‘sell first, ask…

Semiconductor technology supplier Applied Materials (AMAT) saw its stock surge around 12% in after-hours trading thanks to the accelerating AI investment wave. The near-$300 billion company’s Q1 2026 results comfortably beat market expectations. Moreover, these results underscore the growing strength of AI-driven chip demand. The Santa Clara-based company reported Q1 non-GAAP earnings per share of $2.38, ahead of the $2.21 consensus estimate, on $7.01 billion revenue, which also topped Wall Street projections ($6.87 billion). Applied Materials (AMAT)Price: $368.24 (+12%)Market cap: $292bn Record revenues Performance was supported by record activity across key business lines. The Semiconductor Systems division posted an…

Shares in data centres critical kit supplier Vertiv (VRT) have jumped 40% in a week, adding $27 billion to its market cap. The name may not be familiar to many UK investors but plenty will own it – it is a top 10 stake in both the Blue Whale Growth fund and Smithson Investment Trust (SSON). Vertiv (VRT)Price: $248.51 (+24.49%)Market cap: $95bn The stock had been heading higher into Q4 2025 earnings, but it was the publication of those results that really sent the stock into bonkers territory. Faster growth, record orders Vertiv expects full-year 2026 net sales of $13.25…