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🧾 1) Headline numbers vs expectations CompanyRevenue (Reported)Revenue (Forecast)EPS (Reported)EPS (Forecast)Amazon$181.5bn~$177–178bn$2.78~$1.62–1.63Alphabet$109.9bn~$107bn$2.81~$2.63Meta$56.3bn~$55.5–55.6bn$10.44 (adj)~$6.67Microsoft$82.9bn~$81.3bn$4.27~$4.05 Source: Company reports & consensus data 👉 Takeaway:…
AIM-listed insurance and workplace benefits business Personal Group (PGH) is an exciting growth story with rising margins and a strong…
Yardeni Research argues that equities offer compelling value at current levels, citing a rare combination of meaningfully compressed valuation multiples…
Stability has been replaced by volatility as stock market investors face elevated uncertainty ahead. Conflict in the Middle East is…
Barclays analysts have highlighted a select group of global technology leaders poised to benefit from what they describe as ‘an…
One of the stockmarket’s most exciting growth areas is Biotechnology, a sector which has been overlooked by many investors in…
Initiation of coverage POLAR CAPITAL TECHNOLOGY TRUST (PCT) 504.25p Market cap: £5.62 billion Benchmark: Dow Jones Global Technology Index Snapshot…
If you were asked to pick three key investment themes so far in 2026, what would you choose? Energy and…
Broadcom delivered a robust fiscal 2026 Q1 performance (to end Jan), beating Wall Street expectations across revenue, earnings, and forward…
A sell-off for companies feared to be at risk from AI disruption has been one of 2026’s big stock market…