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

Sharesify Podcast

In our latest podcast, Sharesify’s Steven Frazer and Ian Conway are joined by long-time friend and colleague James Crux, the latest member of the Sharesify team. The chaps kick-off with a quick spin through Elon Musk’s faster than speeding bullet SpaceX/xAI merger. On Friday it was speculation, by Monday the deal was signed and sealed, although what this might mean for Tesla remains to be seen. Markets have found a more stable footing after a bumpy week or so, pepped up by more firm earnings both over here and across the pond, with AI darling Palantir (PLTR) catching Steve’s eye,…

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South Korean chipmaker SK Hynix has surged 23% in a week, here’s why

News that memory chipmaker SK Hynix (000660) stock has jumped 23% in a week has attracted considerable attention from investors. Behind the scenes, speculation has been running wild that the Icheon-based business has been making striking progress in Nvidia’s (NVDA) qualification process for its next‑generation HBM4 memory, or high bandwidth memory. Furthermore, SK Hynix, industry gossip says, could be close to mass production later in 2026. Crucially, the South Korean chipmaker’s rapid development puts it firmly in the frame to supply Nvidia with HBM4 modules for the US chip giant’s next generation ‘Rubin’ GPU platform launch. Rubin was unveiled at…

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Investors are getting plenty of bang for their buck from AI hot stock Palantir Technologies (PLTR). The stock has surged 900% in two years, 77% in the past 12 months, as revenues and earnings spiked, and there’s more to come, judging by the market mood music. Notably, Stock jumps 11% in pre-market US trading, which has drawn further attention to Palantir’s performance. The stock jumped 11% in pre-market US trading on Tuesday after the data analytics specialist delivered a strong Q4 earnings beat and promised more of the same for 2026. It crucially underscores accelerating demand for its AI platforms…

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Robinhood (HOOD) UK has announced the launch of a stocks & shares ISA this week. This marks a major expansion of its UK retail investing offering. The move represents a clear signal that the US-based broker wants to compete directly with established UK platforms, such as Hargreaves Lansdown, AJ Bell (AJB) and Interactive Investor, owned by Abrdn (ABDN). The new ISA product mirrors Robinhood’s low-cost model, featuring zero platform fees, zero trading commissions and a foreign exchange fee of 0.10% per transaction. To incentivise early adoption, the company is also offering a 2% cash bonus on eligible contributions made before…

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Gold and silver prices slid sharply again on Monday. This extended last week’s dramatic reversal as a stronger US dollar, higher trading margins and widespread profit-taking drained momentum from a rally. That rally had recently pushed precious metals to record highs. Spot gold dropped to an intraday low of $4,402 before recovering modestly, last trading down 3.7% at $4,687.52 an ounce. The metal had already plunged almost 10% on Friday. It broke back below the psychologically important $5,000 level after weeks of near-vertical gains. Higher margins and stronger dollar intensify sell-off Silver remained under even heavier pressure after its roughly…

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Sharesify Podcast

In our latest podcast, Sharesify’s Steven Frazer and Ian Conway start macro, with word President Trump has nominated former Fed governor Kevin Warsh to replace Jerome Powell as Fed Chair in May… Ian steers investors through the talking points. The chaps discuss a largely positive week for markets, but a real mixed bag from big tech. You can spin through our thoughts on Microsoft (MSFT), Meta Platforms (META) and Apple (AAPL) by clicking the company names. Talking of knockout names, Steven and Ian discuss exciting IPO news, with market gossip rife with talk of SpaceX and OpenAI possibly pulling the…

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Tech behemoth Apple (AAPL) reported the strongest financial quarter in its history, posting results that surged past Wall Street expectations. This was a great quarter for the Cupertino firm, yet investors shrugged and moved on, leaving the stock down nearly 5% year-to-date. The company generated $42.1 billion in net income, far above consensus forecasts of $36.33 billion, underscoring the enduring strength of its core hardware business. Apple (AAPL)Price: $257.35Market cap: $3.79tn Apple’s December quarter revenue rose 16% year-on-year to a record $144 billion, propelled by a surge in iPhone demand. Sales of the company’s flagship product increased 23% to $85.3…

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SpaceX

Elon Musk is eyeing sometime in June for SpaceX’s blockbuster IPO, according to reports. The billionaire reportedly wants the offering to coincide with both his birthday (28 June) and the rare alignment of Mercury, Venus, and Jupiter (in early June). Regardless of when it happens, SpaceX’s IPO will likely be the biggest ever seen. It’s looking to raise at least $50 billion at a $1.5 trillion valuation, according to the FT, although the report noted that these figures are likely to change. If that’s the right ballpark, SpaceX would be looking to raise roughly double the $25.6 billion of oil giant Saudi…

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Facebook-owner Meta Platform’s (META) latest earnings report delivered exactly what investors were hoping to see: a core advertising business that continues to compound at a healthy pace. Paired with clear evidence that the company’s massive AI spending push is translating into real performance and profit, it made for compelling reading. Meta stock jumped nearly 8% in after-hours trading, adding an extra $140 billion to the market cap. Meta Platforms (META)Price: $720.64Market cap: $1.82tn Cruciall, the report showcased a resilient core advertising business and early proof that the company’s aggressive AI investments are already boosting performance. Equally interesting, while Meta again…

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Big tech AI giant Microsoft (MSFT) delivered another quarter of robust financial growth, but Q2 fails to excite investors after its core Azure cloud business hit but did beat expectations. This was a report marked by robust financial growth, but Q2 fails to excite some analysts. The software giant reported Q2 earnings that topped Wall Street forecasts, with adjusted EPS of $4.14, ahead of the $3.93 analysts had anticipated. Revenue climbed 17% year on year to $81.3 billion, also beating consensus estimates of $80.23 billion. Microsoft (MSFT)Price: $452.40Market cap: $3.37tn Despite the headline beat, Microsoft shares slid nearly 6% in…

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