In our latest podcast, Sharesify’s Steven Frazer and Ian Conway try to make sense of a bumpy old week for major global stock markets following some classic TACO trade stuff.
Are investors taking a bit of risk off the table and chasing defensives as volatility creeps in? Find out what the chaps think, with an eye on Procter & Gamble (PG) stock, and why investors don’t only react to published numbers.
Steven then discusses chipmaker Intel (INTC), one of Wall Street’s stars over the past year, but not now. Is this a reality check for investors after a stunning H2 2025 revival, and can the tech giant pick up the slack as major chip manufacturers TSMC (TSM) and Samsung (BC94) struggle to meet soaring demand.
The guys then cast a glance at next week’s mega-tech earnings, when MIcrosoft (MSFT), Meta Platforms (META), Tesla (TSLA) – all afer the close Tuesday, and Apple (AAPL) and Amazon (AMZN) – after-hours Wednesday, will have investors all over the world on tenterhooks.
Steven and Ian flag other big earnings next week in the defence space, while over here, Sage (SGE) numbers next Tuesday will be of particular interest to Finsbury Growth & Income Trust (FGT) and Nick Train… Ian explains.
And there’s more bits and pieces, so join the Sharesify team in our casual chat through stocks, funds, investment trusts, the market mood and all things investing.
If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. You can also follow us on X, Bluesky, Facebook or LinkedIn.
And if you’re a company, fund or investment trust, and you’d like to get your voice heard on the podcast, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.
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