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Companies UK Defence Stocks Valuation Test as BAE, Babcock and Rolls-Royce Surge on H1 Results
BAE Systems, Babcock International and Rolls-Royce have all delivered first-half results strong enough to push UK defence stocks valuation debates back to the top of investors' agendas, with each company…
Companies Greggs dividend yield resets after 29% surge: is the income case still intact?
Greggs dividend yield has reset sharply following a 29% share price surge in five trading sessions, pushing the stock back to around £20. The forward yield now sits at 3.5%,…
Companies Diageo Share Price Recovery Gathers Pace, But the Hard Work Has Barely Started
The Diageo share price recovery that many investors had stopped waiting for appears, cautiously, to be under way: DGE has climbed 12.5% over the past month, clawing back a fraction…
Companies Lloyds AI Cost Savings Plan Targets £2bn in Cuts Alongside H1 Profit Beat
Lloyds Banking Group's Lloyds AI cost savings plan took centre stage on 30 July, as the bank reported a 23% year-on-year rise in statutory profit before tax to £4.3bn for…
Companies Rolls-Royce First-Half Results Smash Expectations as Guidance Leaps to £4.9bn
The Rolls-Royce first-half results for 2026 delivered a clean beat across all three divisions, sending shares in the engine maker up 6% on 30 July and extending a five-year return…
Companies SpaceX 2029 Valuation Case Rests on Starlink and a Decade of Flawless Execution
The SpaceX 2029 valuation case is straightforward to state and genuinely difficult to underwrite: SPCX trades at $116 today, sits on 597 times forecast 2026 earnings, and looks expensive by…
Companies Greggs Interim Results 2026 Propel GRG Shares 23% in Two Days
The Greggs interim results 2026 landed on 29 July and delivered exactly the kind of numbers that wrong-footed a crowded short trade: FTSE 250 constituent GRG surged 16.1% on the…
Companies Greggs Shares Jump 14% on H1 2026 Profit Beat, But Guidance Stays Flat
Greggs shares H1 2026 results triggered a 14% single-day gain on 29 July, as the baker reported a 20% rise in pre-tax profit to £76 million for the 26 weeks…
Companies Why Cisco shares slide despite record results
Cisco shares slide further even after record results. Margin compression, not short interest or insider selling, explains the sell-off.
Companies FDA clears Zoetis screwworm treatment for dogs and puppies
The FDA has authorised a New World Screwworm treatment for dogs from Zoetis, the fifth such emergency nod since the outbreak began.
Companies Silver Lake Workday deal talk lifts shares sharply
Reuters says Silver Lake is in talks over a Workday deal that could value the software firm near $43bn. Here's what's confirmed - and what isn't.
Companies Sandisk Investor Day Sparks Sharpest Rally in Months
Sandisk's investor day triggered a 15%+ share surge and lifted memory peers, reversing a 30% drawdown built on rising short bets.
Companies Raspberry Pi and Filtronic shares: two FTSE growth stories worth watching now
Raspberry Pi and Filtronic shares are drawing fresh attention from investors who watched Rolls-Royce deliver a 1,338% return since mid-2021 and are now scanning the market for the next multi-year…
Companies IREN Microsoft AI deal clears first hurdle, shares jump 10%
The IREN Microsoft AI deal moved from contract to concrete on 13 August, as Microsoft accepted the first of four data centres and shares jumped 10%.
Companies S&P 500 Year-End Forecast Points to a 6% Gain — But Selective Bets May Do Better
The S&P 500 year-end forecast from Wall Street's major banks currently implies a return of just under 6% from current levels, based on a mean target of 7,857 points against…
Companies SpaceX Stock Recovery Faces a Long Road After Its Historic IPO Frenzy
The case for a SpaceX stock recovery starts with understanding just how violent the opening act has been. Space Exploration Technologies (SPCX) priced its shares at $135 on 12 June…
Companies Cisco Earnings After Hours: Why the Reports Disagree
Cisco earnings after hours produced two contradictory stock stories on Wednesday. Cerebras, Coherent and Infleqtion also drew attention - here's what checks out.
Companies CoreWeave stock surge follows blowout AI earnings beat
The CoreWeave stock surge extended into a second day after Q2 revenue jumped 112% and guidance rose, though GAAP losses persist.
Companies BT Share Price Outlook Dims as Government Blocks Bharti Stake Increase
The BT share price outlook has darkened over the past fortnight, with BT Group (LSE: BT.A) sliding around 15% from a peak of 240p on 11 May to 203p, as…
Companies Raspberry Pi Share Price Faces 1,085p Target: Bull Case, Bear Case and Insider Activity
At 661p, the Raspberry Pi share price sits roughly 64% below the 1,085p target that Peel Hunt analysts placed on the FTSE 250 technology stock earlier this month, a gap…
Companies How Axon Enterprise’s Q2 Results Shape Up an ISA Strategy
An Axon Enterprise ISA strategy looks somewhat different today than it did a fortnight ago: the Q2 2026 results that the snippet flagged as pending have now been reported, and…
Companies Greggs Share Price Outlook Cools After 50% Fall From Peak
The Greggs share price outlook has shifted from cult growth story to cautious recovery case, with GRG trading at 1,620p after losing half its value from an August 2024 peak…
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