Shares in Cerillion (LON:CER) have been under pressure in 2026 after management warned that first-half revenue and profits would be lower than last year. However, the underlying picture appears stronger than the headline numbers suggest, with a record order book and growing demand for telecom software modernisation helping support expectations for a much stronger second half. Cerillion (LON:CER)Price: £13.75 (-1.8%)Market cap: ~£400m 📊 Interim Results: Weak headline numbers, strong backlog Ahead of its interim results, Cerillion guided for first-half revenue of approximately £18 million, down 14% year-on-year, while EBITDA was expected to fall 37% to around £6.2 million. That’s what…

For many UK retail investors, fixed income ETFs have become attractive again after the sharp rise in global bond yields since 2022. With investment-grade bond ETFs now offering yields in the 3.5%–5% range, bonds are once again capable of generating meaningful income while also diversifying equity-heavy portfolios. A fixed income ETF is simply an exchange-traded fund holding hundreds or thousands of bonds. Rather than buying individual gilts or corporate bonds, investors can access diversified exposure through a single low-cost fund. ⚖️ Why UK investors use bond ETFs The main diversification benefit comes from bonds often behaving differently to equities during…

Dell Technologies (NYSE:DELL) delivered one of the strongest quarterly reports of the 2026 earnings season, with fiscal Q1 2027 results dramatically ahead of Wall Street expectations as artificial intelligence infrastructure demand accelerated again. Shares surged nearly 40% in after-hours trading after management raised full-year guidance and expanded its AI revenue outlook. Yes, you read that right… nearly 40%! That’s an extra ~$82bn added to its market cap at a stroke. Read the Dell Q1 2027 release Dell Q1 2027 slides 📊 Key Q1 FY2027 Results MetricReportedWall Street ForecastYoY GrowthRevenue$43.84bn$35.7bn+88%Adjusted EPS$4.86$2.96+214%Infrastructure Solutions Revenue$29.0bn—+181%Client Solutions Revenue$14.6bn—+17%AI Server Revenue$16.1bn—+757%AI Backlog$51.3bn—+19% vs prior backlog…

AI, global growth and defensive income are popular among UK retail investors right now, according to search and investor forums data. UK retail investors searching for active OEIC funds (open-ended investment companies) right now are largely focused on four themes: defensive income, AI and global growth exposure, risk-managed multi-asset funds, and increasingly sustainability-labelled strategies. The clearest trend is a move away from traditional UK equity active funds and toward global or defensive mandates. Data from the Investment Association shows UK All Companies has remained one of the worst-selling sectors, while Short Term Money Market, Targeted Absolute Return and diversified mixed-asset…

Shares in Snowflake (NYSE:SNOW) surged in extended trading after the company delivered a major Q1 FY2027 earnings beat and raised full-year guidance, reinforcing investor confidence that the company is emerging as one of the biggest enterprise AI infrastructure winners. Pre-market gains are running at +37%, which would add roughly $22.5 billion to the market cap, one of the stock’s strongest post-earnings reactions since its IPO. Snowflake (NYSE:SNOW)Price: $242.40 (+37%)Market cap: ~$83bn For UK retail investors, the key takeaway is that Snowflake is no longer being valued purely as a cloud data warehouse provider. The market increasingly sees it as a…

The latest results from Scottish Mortgage Investment Trust (LON:SMT) underline how dramatically sentiment has shifted since the growth-stock sell-off of 2022/23. After a prolonged period trading on double-digit discounts to net asset value (NAV), the trust has enjoyed a sharp recovery in both NAV and share price performance, helped by renewed enthusiasm for artificial intelligence, private technology assets and a potentially historic IPO pipeline led by SpaceX. NAV total return rose 27.4% and share price 26.8%, both outperforming the FTSE All-World Index (18%). Read the SMT release Scottich Mortgage (LON:SMT)Price: £15.25 (+23% past 3m)Market cap: £16.85bn Lead manager Tom Slater…

Interest in BigBear.ai (NYSE:BBAI) has surged as retail investors search for the next AI-driven growth story beyond mega-cap technology stocks. The BigBear.ai stock story combines defence technology, artificial intelligence, border security and government analytics — sectors expected to benefit from rising geopolitical tensions and accelerating AI spending. However, while the BigBear.ai stock narrative is compelling, investors also face major risks around profitability, valuation and reliance on government contracts. For UK retail investors considering BigBear.ai stock, the central question is whether the company can convert strong AI demand into sustainable long-term growth. BigBear.ai (NYSE:BBAI)Price: $4.18 (+12% past 1m)Market cap: $2bn 🧭…

Buying shares in individual companies can feel exciting, but successful investing involves much more than picking popular names or following social media trends. For UK beginners, learning how to properly research a stock is one of the most important investing skills you can develop. Good research can help you understand: The goal is not to predict short-term market moves. Instead, it’s about building confidence and making informed long-term decisions. 🔁 Step 1: Understand the Business Before looking at numbers or charts, ask: ‘How does this company make money?’ If you cannot explain the business simply, it may not be the…

AI infrastructure (again!), and the UK and US consumer will all be under the microscope next week. Dell Technologies (NASDAQ:DELL) will be joined by chip designer Marvell Technology (NASDAQ:MRVL) and datacentre kit play MongoDB (NASDAQ:MDB), on the AI infra front. Major retail outfits like Best Buy (NYSE:BBY), Dollar Tree (NASDAQ:DLTR), Costco (NASDAQ:COST), and Kingfisher (LON:KGF) this side of the pond, also report, taking the temperature of consumer spending. Software will also be front and centre, given investors’ ongoing concerns about AI as an opportunity across the sector, or a major threat. That makes earnings and commentary from the likes of…

As the stock price jump clearly shows, investors very much like what Softcat (LON:SCT) is saying about growth opportunities ahead.   The Wycombe-based IT infrastructure reseller upgraded FY26 underlying operating profit guidance to mid-teens growth, from high single-digit growth, after strong Q3 trading. That growth is broad-based is great, although strongest in corporate, supported by AI-enabled infrastructure demand. Howvere, there is evidence of some customer order pull-forward due to memory shortages. This last point needs watching. Read the Softcat release Softcat (LON:SCT)Price: £15.98 (+11%)Market cap: £3.50bn 🧩 Key trends at a glance AreaEvidenceTakeawayQ3 momentumStrong double-digit YoY growth in gross profit…