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

Investors are betting on a sharp revenue and earnings recovery in 2026 for XP Power (XPP). The power controls manufacturer unveiled significantly improved new orders in both its Q4 and full year 2025 (to end December). In early trading on Monday, XP Power shares were up more than 4% at 944p. XP Power reported Q4 order intake up 29% year-on-year at £57.9 million, and a 24% hike for the year at £225.9 million. The company’s book-to-bill ratio improved to 0.98x for the full year, up from 0.73x in 2024. At the end of December, XP Power’s order book stood at £116.1…

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Sharesify Podcast

In our latest podcast, Sharesify’s Steven Frazer and Ian Conway are getting that Friday fried feeling. Still, they soldier on to discuss record-breaking results from US investment bank Goldman Sachs (GS), which advised on a staggering $1.5 trillion of IPOs, cash calls and other deals. Wall Street rival Morgan Stanley (MS) was also on fire, as deal volumes soared last year thanks to the AI dash for cash and a boom in M&A. Steven talks through some mouth-watering IPOs which could appear this year – think Elon Musk’s SpaceX, exciting AI brainbox Anthropic and perhaps Sam Altman’s genius ChatGPT creator…

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top cybersecurity stocks for 2026

As global stock markets grapple with world events and their implications, cybersecurity concerns remain a dominant discussion point across corporate boardrooms. For investors, considering top cybersecurity stocks is more relevant than ever in this environment. In an increasingly digital, connected and cloud-based environment, what dangers do businesses face and what can be done about them. Sophisticated ransomware, pervasive phishing, AI-powered deepfakes, insider threats, supply chain disruption – it’s a long list. When looking for opportunities, these top cybersecurity stocks are frequently discussed as effective investments for the digital age. Piper’s picks Analysts at investment bank Piper Sandler have identified three stocks that…

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In our latest podcast, Sharesify’s Steven Frazer and Ian Conway discuss the bubbling battle for control of Warner Bros Discovery’s valuable content catelogue, as streaming giant Netflix mulls launching an all-cash offer. The pair also delve into Apple’s partnership with Google’s Gemini as it attempts to narrow the AI gap with rivals. The pair move on to US banks as the US reporting season kicks off. They also look at the still gloomy clouds hanging over UK housebuilders. Steven and Ian then wrap up with recruiters, and why key stocks are trading a multi-year lows. But before any of that,…

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The battle for Warner Bros Discovery’s (WBD) streaming content is heating up as Netflix mulls all-cash offer. Reports are emerging that Netflix (NFLX) is considering changing its bid for WBD. They might make it an all-cash offer to get the $83 billion deal over the line. Netflix has previously tabled an 85%/15% cash/stock split deal. WBD investors seem reluctant to accept this given the sharp fall in Netflix’ share price since the summer. Netflix stock peaked at a record close to $134 in July last year but has since lost 33%. Bidding battle Revising its offer would presumably come in response…

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Apple stock

A core holding for millions of investors all over the globe, Apple (AAPL) could be facing its AI (artificial intelligence) make or break in 2026. Depending on your view, the $3.82tn tech giant has either been left in the slipstream of rivals in the scramble to build Large Language Models (LLMs) to provide AI infrastructure, or it has opted out of the race. However, Apple facing its AI make or break in 2026 could redefine its future trajectory in the tech industry. As Wedbush’s respected tech analyst Dan Ives noted, Apple stock has ‘languished so far this year’. Investors have…

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FTSE

The FTSE 100, now above 10,000, has come storming back into fashion. From the trailer trash relation in the global equity markets family, investors are now welcoming it back like the prodigal son. The UK’s blue-chip benchmark’s 22% rally through 2025, and 2%-plus into 2026, puts many other global indices to shame.  Investing in ETFs offers instant diversification in a low-cost package, making them a popular choice for those interested in the FTSE 100. Market2025 performanceFTSE 10021.8%MSCI World21.6%FTSE All-Share20.1%Nasdaq Composite17.8%Eurostoxx 60017.0%S&P 50014.7%FTSE 2509.7% Source: Google Finance Having taken almost eight years to go from 7,000 to 8,000, it has scorched…

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Late in December (read here), we explained why AI (artificial intelligence) will continue to drive global stock market returns in 2026. In that feature, we listed several low-cost ETF options to help you position your portfolio, if that’s want you want to do. Basically, analysts at Barclays and BlackRock wrote extensively about AI in their respective 2026 Outlook notes recently. The next wave of AI innovation will move beyond answering questions. It will execute actions autonomously, which could dramatically enhance productivity across industries, wrote Barclays. BlackRock highlighted AI as the macro story shaping global growth. They estimated global AI capital expenditure…

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In the latest podcast, Sharesify’s Steven Frazer and Ian Conway chat about supermarket sales over the festive season They also look at the latest developments in the investment trust space, and a White House threat hanging over US defence stocks. Join the Sharesify team in our casual chat through stocks, funds, investment trusts, market mood and all things investng. In this episode, Steven Frazer and his podcast partner in crime Ian Conway discuss UK supermarkets, impressive sales from a retail stalwart, and take a look at an ominous White House threat hanging over US defence stocks. THe chaps also talk…

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Shareholders in the Herald Investment Trust (HRI) are to be given the opportunity to cash out their entire stakes. This follows the trust’s announcement on Friday (9 Jan 2026). Herald is proposing a tender offer allowing shareholders to sell up to 100% of their shares. This will be at close to NAV (net asset value). Herald INvestment Trust (HRI)Price: £26.51Market cap: £1.27bn The move comes as the company faces pressure from Saba Capital Management. Saba owns approximately 30.7% of Herald’s shares and has previously attempted to take control of the board. Discount challenges Saba is believed to be frustrated at the…

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