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UK Strategic Defence Review sends security stocks higher
Thursday 05 Jun 2025Continuing reverberations from President Tump’s redrawing of the global world order saw the UK government announce its SDR (Strategic Defence Review), aimed at moving the UK to a position of ‘war fighting readiness.’ Having already committed to increase military spending to 2.5% of GDP (gross...
GameStop turns to bitcoin as it tries to transform growth profile
Thursday 05 Jun 2025Having talked about it for months, GameStop (GME:NYSE) has finally pulled the trigger on its determined, if dicey, bitcoin raid. The ‘meme’ stock unveiled the purchase of 4,710 bitcoins on 25 May, valued at more than $515 million, as part of an investment strategy designed to ride cryptocurrency...
Johnson Matthey shares soar to a new year-high on £1.4 billion cash return
Thursday 29 May 2025Shares in Johnson Matthey (JMAT) soared more than 30% this week after the specialty chemicals group agreed to sell its Catalyst Technologies division to US industrial giant Honeywell (HON:NASDAQ) for an enterprise value of £1.8 billion. The specialty chemicals group has come under increasing...
Trillion-dollar Broadcom is a good bet for a forecast beat
Thursday 29 May 2025A little healthy investment speculation can be useful and fun. In August 2024, we wondered if Broadcom (AVGO:NASDAQ) might become the next trillion-dollar company, joining the likes of Microsoft (MSFT:NASDAQ) , Nvidia (NVDA:NASDAQ) and Apple (AAPL:NASDAQ) . At the time, the company had a market cap...
Digital commerce outfit Pebble Group’s shares hit a new 52-week low
Thursday 29 May 2025Shares in Pebble Group (PEBB:AIM) hit a new 52-week low on Thursday (22 May) as the digital commerce company continued to weigh up the impact of Trump’s trade tariffs on its business. The company, which operates through two divisions, Brand Addition and Facilisgroup, has exposure to various...
Games Workshop disappoints the market with guidance on licensing revenue
Thursday 29 May 2025It’s been a fabulous year for Games Workshop (GAW) , the fantasy games and miniatures maker that has delivered a string of good news around earnings and enjoyed promotion to the ranks of the FTSE 100. But the shares slipped on 23 May after the Nottingham-based company warned it doesn’t see the...
Another Trump tariff U-turn sends stocks higher
Thursday 29 May 2025President Trump’s has performed his latest U-turn on trade tariffs providing some respite to nervy financial markets. European markets fell sharply on 23 May after Trump threatened to slap 50% tariffs on the EU from 1 June before pulling back after a conversation with European Commission president...
What tender offer means for Polar Capital Global Financials Trust investors
Thursday 22 May 2025Investment trust Polar Capital Global Financials Trust (PCFT) is offering shareholders an easy exit at a premium to the current share price, cutting fees and boosting its commitment to future dividends in sweeping changes. The investment trust has launched a tender offer of its issued share capital...
Moody's cuts US credit rating
Thursday 22 May 2025The downgrade of US creditworthiness from its pristine ‘triple A’ status by Moody’s (MCO:NYSE) comes at a fragile time for investors trying to gauge the impact from tariffs amid a ballooning government budget deficit. Given that fellow credit rating agencies Fitch and Standard and S&P Global (...
These are the stocks ‘guru’ investors have been buying and selling this year
Thursday 22 May 2025He may be retiring in December, but the ‘Sage of Omaha’ still has one or two more tricks up his sleeve and investors are still curious to know which shares Berkshire Hathaway (BRK.B:NYSE) has been buying and selling this year. In the group’s latest SEC filing, Berkshire was a net seller of US...