In the latest Podcast, an Ian-less team see James and Steven discuss volatile markets, Samsung (KRX:005930) and investment trusts taking action to address NAV discounts.
Our tech expert Steven explains why the AI infrastructure boom continued to drive demand for Samsung’s memory chips in its latest quarter. However, investors questioned whether earnings have peaked and whether today’s AI spending can be sustained.
Samsung Electronics Q2 2026: Record profits, but investors wanted even more
He also explains how investors can gain exposure to AI through stocks outside the US. These are often trading at considerably lower valuations.
Consumer stock watcher James tells us why fitness operator Gym Group (LON:GYM) is a growth company in decent shape. He also explains why The Beauty Tech (LON:TBTG) has a long growth runway in the at-home beauty device market.
Finally, the guys flag upcoming Q2 earnings in the US, including PepsiCo (NASDAQ:PEP), Delta Air Lines (NYSE:DAL), and FTSE 250 IT reseller Bytes Technology (LON:BYIT). They also look ahead to updates from a slew of UK-listed retailers and recruiters next week.
Coming next week: Bytes Technology, Gym Group and Marks & Spencer
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