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
🟢 Key Points 🚀 What Is SpaceX? Founded in 2002, SpaceX has become the dominant private space company globally, largely through: The company has transformed launch economics by repeatedly landing and reusing rockets, dramatically reducing costs compared with traditional aerospace operators. Visit SpaceX website 📊 Financial Snapshot SpaceX Reported Revenue SegmentQ1 RevenueShare of RevenueStarlink & Connectivity$3.26bn69.5%Space Operations$619m13.2%AI Division$818m17.4%Total Q1 Revenue$4.69bn100% Annual Revenue MetricAmountFull-Year Revenue$18.67bnQ1 Operating Loss($1.94bn) 👉 What This Means for Investors Although SpaceX is generating enormous revenue, the business is still heavily loss-making at the operating level. That is common among high-growth technology and infrastructure firms, especially those investing…
🟢 Key Takeaways for UK Retail Investors Nvidia (NASDAQ:NVDA)Price: $223.69 (+0.1%)Market cap: $5.41tn Why Nvidia Still Sits at the Centre of the AI Investment Theme 👉 The ‘AI Picks and Shovels’ Trade Many investors increasingly see Nvidia not simply as a chipmaker, but as the foundational infrastructure provider for the AI economy. CEO Jensen Huang described the current environment as the ‘largest infrastructure expansion in human history’. Nvidia’s latest earnings reinforced the central market theme: AI infrastructure spending is still accelerating, and Nvidia remains the dominant supplier of the ‘picks and shovels’ powering that boom. The company again beat Wall…
For UK retirement investors, the most durable income portfolios usually combine high-quality dividends, global diversification, inflation protection, and consistent dividend growth rather than simply chasing the highest yield. The five stocks below are widely followed institutional-quality income holdings with resilient business models and international revenue exposure. 1. Realty Income (O) $62.09 → Best for Monthly Retirement Income Realty Income remains one of the most popular retirement income stocks globally because it pays monthly dividends and has increased its payout for more than 30 consecutive years. The REIT (Real Estate Investment Trust) owns over 15,000 commercial properties diversified across retail, industrial,…
If you’re starting your investing journey in the UK, one of the first decisions you’ll face is whether to invest in active funds or passive funds. Both can help grow your money over time, but they work in very different ways. Understanding the differences can help you choose investments that match your goals, risk tolerance, and investing style. 🟢 What Is an Active Fund? An active fund is managed by professional fund managers who try to beat the market. Instead of simply tracking an index like the FTSE 100, active managers research companies, economic trends, and sectors to decide which…
The debate around artificial intelligence investing has become the defining market argument of the decade. Bulls see AI as the next electricity or internet revolution — a structural force capable of reshaping productivity, corporate margins and global growth. Bears argue the market has entered speculative territory, with valuations detached from commercial reality and echoes of the dot-com bubble everywhere. The truth is more nuanced: parts of the AI market almost certainly exhibit bubble characteristics, but the broader AI investment theme still looks like a durable structural growth story. 🟢 Why investors think AI could be a bubble There are genuine…
In the UK, individuals are encouraged to save and invest for the future through a range of tax‑advantaged schemes. Two of the most important and widely used are the Stocks and Shares Individual Savings Account (ISA) and the Self‑Invested Personal Pension (SIPP). Both allow you to invest in assets such as shares, funds, and bonds, and both offer significant tax benefits. However, they are designed for different purposes, have different rules, and suit different time horizons. This article explains what a Stocks and Shares ISA is, what a SIPP is, and how they differ, so you can understand how each…
One of the most common questions new investors ask is: ‘How much should I invest each month?’ The good news is there is no perfect number—and that’s what makes investing so accessible… for anyone and everyone. You don’t need to start big. Small monthly contributions can build over time into meaningful sums, but you DO need to start, and continue month after month, year after year, consistently. This guide will help you choose the right monthly investing budget for your situation in 2026. 🧭 The simple truth about monthly investing There is no ‘correct’ amount. Instead, your monthly investment depends…
Cisco Systems (CSCO) delivered one of its strongest ‘beat-and-raise’ quarters in years, and the market reaction reflected a major shift in investor perception: Cisco is no longer being valued purely as a slow-growth networking incumbent. Investors are increasingly treating it as an AI infrastructure supplier with expanding software exposure. The key debate after earnings is no longer whether Cisco benefits from AI spending, but whether the current AI momentum is sustainable enough to drive multiple years of accelerating growth and margin durability. Cisco Q3 press release What Sharesify said ahead of earnings Cisco Systems (CSCO)Price: $119.28 (+17%)Market cap: ~$470bn 📊…
Retail investors seeking reliable income are increasingly turning to low-cost ETFs, with some offering yields above 5%. From dividend-focused equity funds to bond and infrastructure ETFs, these investments can provide regular income with broad diversification and lower fees. Understanding the risks, yields, and long-term potential is key to building a sustainable passive income strategy. For UK retail investors seeking ETF income yields above 5%, the trade-off is usually between: The most practical low-cost options available on the London Stock Exchange tend to fall into three buckets: Read about bonds… Below are three widely accessible UCITS ETFs that combine relatively low…
‘Start Investing Now’ part 6: Low-risk investments for beginners in the UK One of the first questions investing beginners ask is: ‘How do I invest without losing money?’ Scan the internet and you’ll come cross all sorts of promises and guarantees. The simple truth is – no investment is 100% risk-free, but there are ways to invest safely by reducing risk and focusing on stability over the longer-term, helping to protect your money while growing wealth. Investing also helps reduce the risk of your future buying power being eroded over time by inflation. This can make an enormous difference over…













