In the latest episode, the Sharesify guys discuss markets, consumer stocks, recruiters, SpaceTech and much more.
Our resident tech expert Steven explains why Softcat’s (LON:SCT) latest results show the IT infrastructure reseller is an increasingly important ‘picks and shovels’ play on the AI boom. He also analyses another powerful set of results from Dutch chip equipment manufacturer ASML (AMS:ASML).
James says resilience is the watchword in the consumer space. He highlights forecast-beating results from Premier Inn owner Whitbread (LON:WTB) and a third profit upgrade on the spin from car dealer Vertu Motors (LON:VTU).
Next up, Ian tells us why positive fee growth generation from two out of three UK recruitment firms could mark a turning point for the sector. He also highlights quarterly results from banking behemoth JPMorgan Chase (NYSE:JPM), which disappointed investors hoping for the usual ‘beat’.
Finally, the chaps preview results from more US banks, Seraphim Space investment Trust (LON:SSIT) and XPS Pensions (LON:XPS).
Disclaimer: The author James Crux has a personal interest in Vertu Motors.
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