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

UK markets are not known for their tech stocks but Cerillion (CER) continues to stand out, here’s why. The £415 million international telco billing software designer recently saw its share price spike after unveiling its largest ever contract. Cerillion (CER)Price: £14.14Market cap: £415m The deal, worth Oman Telecommunications, or Omantel, will see Cerillion supply and install its cloud-native BSS/OSS suite (Business Support Systems and Operations Support Systems). Cerillion will provide ongoing support, maintenance, hosting, and managed services after securing its largest ever contract. £42.5 million deal Crucially, the technology will support Omantel’s mobile, fixed-line, and broadband services. The contract is…

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Major dividend data lands tomorrow, and retail investors may have a decision to make. The news is significant as it could influence share price performance, in the short-term. The 8 Jan is the first ex-dividend date of 2026, a regular major dividend event that can send ripples through stock markets. What ex-dividend means When a stock goes ex-dividend, it means new investors no longer have the right to receive the stock’s next declared dividend payout. Here’s how it works: Sage going ex-dividend For example, enterprise software FTSE 100 firm Sage (SGE) will go ex-dividend tomorrow. It means, only shareholders at…

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Microchip Technology (MCHP)Stock price: $67.06Market cap: $37.3bn Semiconductor demand remains hot, but it is not just AI pumping the gas. Microchip Technology (MCHP) reported widespread interest and orders from across the tech industry that saw the $37 billion firm’s stock surge nearly 4%. Because semiconductor demand remains hot, Microchip faces great growth potential. Microchip reported overnight Q3 sales that surpassed previous guidance. The semis manufacturer announced that it expects net sales of approximately $1.19 billion for Q3 ended 31 December 2025, reflecting how semiconductor demand remains hot across various sectors. Beating forecasts That’s well ahead of original guidance range of…

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TSMC (TSM)$319.61 The world’s largest contract microchip maker TSMC (TSM) has broken its stock price record in trading today. It’s Taiwan traded share price jumped more than 5% in Asia to NT$1,670, or Taiwan dollars. One of the main factors attributed to this surge is a strong AI demand that has invigorated the market, highlighting the robust need in this area. It’s New York-listed ADRs (American Depositary Receipts), which are much easier for UK investors to trade, are predicted to open 3% up at an all-time high $329 or so. Moving the stock Driving this latest stock spike was a…

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Tesla (TSLA)$ 438.07 Roadblocks keep cropping up for Tesla (TSLA). Shares in the electric vehicle maker started the New Year down around 4% after the firm missed Q4 2025 delivery forecasts. According to figures released on Friday (2 Jan), the company delivered 418,227 vehicles versus company-compiled consensus estimate of 422,850. Bloomberg’s own consensus estimate was 440,907, implying a much larger miss. Tesla produced 434,358 vehicles during the quarter. That’s down 5.5% year-on-year and below the 470,780 Bloomberg consensus estimate. Deliveries were down 16% from the same period a year earlier. Following the report, Wedbush analyst Dan Ives said Q4 deliveries were…

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AI will continue to drive global stock market returns in 2026, and here are some low-cost ETF options to help you position your portfolio correctly. AI, or artificial intelligence, is no longer a speculative theme, emerging through 2025 as the central force reshaping global productivity, capital investment, sector leadership, and long‑term economic growth. We expect this shift to become wider, deeper and stronger in 2026. Why? An AI economic engine in 2026 Investors positioned early across the AI value chain stand to benefit from one of the most transformative technology cycles in modern history. Barclays’ AI Outlook 2026 notes that…

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Gold will likely hit $6,000 an ounce in 2026 and could see $10,000 by the end of the decade, according to the bold prediction by one analyst. Yardeni Research raised its gold outlook, arguing that the sharp rally across precious metals reflects macro and policy concerns rather than a rebound in global economic activity. Gold prices are up around 70% year to date, lagging gains in silver, platinum, and palladium, which Yardeni says weakens the case that industrial demand is driving the move. Prices of basic metals tied more closely to manufacturing have risen far less, reinforcing that view. For example, copper prices have risen…

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Price: $308.612026 PE: 27.6Market cap: $3.71 trillionYield: 03% Google-owner Alphabet (GOOG) is has the strongest set-up for the next phase of artificial intelligence as investor attention shifts away from pure capital spending intensity and toward monetisation, returns and durable competitive advantages, according to Bank of America. Bank of America analysts wrote in a note that sentiment around AI capabilities, incremental revenues and capex returns will remain a key driver of mega-cap internet stocks through 2026. While AI-related spending continues to rise sharply, the team noted that leading could hyperscalers are generating sufficient operating cash flow to fund investment internally, while…

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Three low-cost, benchmark-beating, global equity market funds

DIY investors are always on the outlook for low-cost ways to tap into the wealth creation potential of global equity markets. Widely respected for their broad diversification and minimal fees, the Vanguard FTSE Global All Cap Index Fund, HSBC FTSE All-World Index Fund, and Fidelity Index World Fund are also global index funds that have outperformed their Investment Association Global benchmark over one-, three- and five-year periods. Whether you’ve been managing your own investments for years or are new to the idea, low-cost global index funds can be a solid foundation stone on which to build your portfolio wealth for…

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