In today’s Podcast, the Sharesify team talk markets, momentum, tech earnings, banks, booze stocks, air fryers and more. Our tech expert Steven discusses blowout earnings from chip designer Advanced Micro Devices (AMD), which doubled its total addressable market forecast for server CPUs just six months after its last estimate.
Ian explains why momentum and big stocks are driving markets and why hedge funds are actually selling tech shares. He also lends us his view on HSBC (HSBA), while James talks booze stocks. Beer volumes have turned positive at Budweiser maker Anheuser-Busch InBev (ABI), while Guinness maker Diageo (DGE) delivered a positive Q3 sales surprise. New boss Dave Lewis admitted North America remained a challenge.
Finally, Steven previews earnings from chip designer ARM Holdings (ARM), which reports after-hours Wednesday. Investors will be scrutinising the firm’s Q4 earnings and its comments about how the company fits into the wider AI ecosphere.
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