In today’s Podcast, the Sharesify team talk profit warnings, AI meme stocks, streaming, beauty, alternative fuels and much more.
James dissects the latest retail updates including solid figures and a fresh share buyback from Tesco (TSCO) and another downgrade from curtains-to-cushions seller Dunelm (DNLM).
He explains why a profit warning from flexible office space firm Workspace (WKP) gave Saba Capital a bloody nose. James also wonders aloud if the meme stock craze is back after US shoe brand Allbirds (BIRD) took flight on plans to pivot from footwear to artificial intelligence (AI).
Next up, Steven explains why Netflix (NFLX) stock took a pounding despite the streaming giant’s strong Q1 2026 performance. Guidance, Hastings and margins were the key catalysts for profit-taking.
And Ian provides some colour around green hydrogen producer ITM Power’s (ITM) major strategic deal with Germany’s Rheinmetall. He also reports back following a chat with Laurence Newman, CEO of The Beauty Tech Group (TBTG). The at-home beauty device maker posted glowing FY25 results and delivered its third upgrade since coming to market in October 2025.
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