magazine 30 May 2024

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What to do when your favourite fund manager leaves and what makes the UK's largest listed company, AstraZeneca, tick.

Time to invest in chips beyond Nvidia

VanEck Semiconductor ETF (SMGB) £34.34

Fund size: £1.62 billion


‘We have no doubts that Nvidia (NVDA:NASDAQ) is going to become the biggest company in...

Thu, 30/05/2024 - 00:00


Pressure mounts on cybersecurity hot stock Crowdstrike

Cybersecurity industry investors have been experiencing the jitters after Palo Alto Networks’ (PANW:NASDAQ) back-to-back quarters of soft guidance. It’s certainly put pressure on large sector...

Thu, 30/05/2024 - 00:00


Will mid-cap stocks come back to the fore once more?

A feature of the recent recovery in stock markets has been the leadership role played by large-caps. This represents a reversal of a longer-term trend,...

Thu, 30/05/2024 - 00:00


Why Marks & Spencer can maintain its momentum

Retail bellwether Marks & Spencer’s (MKS) latest results (22 May) suggest the food, fashion and furniture seller has embarked on the turnaround which has been...

Thu, 30/05/2024 - 00:00


Buy quality compounder CVS while its shares remain under a cloud

CVS (CVSG:AIM) £10.63

Market Cap: £760 million


Veterinary services specialist CVS Group (CVSG:AIM) is under a cloud at the moment following confirmation by the...

Thu, 30/05/2024 - 00:00


Seraphim chimes once again with investors

The world’s first listed SpaceTech fund, Seraphim Space Investment Trust (SSIT), is due to report third quarter results for the three months ending 31 March...

Thu, 30/05/2024 - 00:00


What will a general election mean for the markets and the economy?

Prime minister Rishi Sunak’s decision to call an early general election came too late for UK investors to respond, but the ‘day after the night...

Thu, 30/05/2024 - 00:00


AstraZeneca shoots for the stars, GSK wins first Zantac trial and PureTech Health launches tender at a premium

The long-awaited investor day at AstraZeneca (AZN) on 21 May delivered a punchy increase in the pharmaceutical giant’s long term growth ambitions inviting further analysts...

Thu, 30/05/2024 - 00:00


Falling UK inflation and rising consumer confidence are welcome developments

Last week got off to a positive start on the economic front with the headline rate of UK inflation dropping to 2.3% in April, a...

Thu, 30/05/2024 - 00:00


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