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Companies Tritax Big Box Dividend Yield Hits 5.3% as SEGRO Plots a Longer EPS Runway
Tritax Big Box dividend yield is running at 5.3%, a clear margin above SEGRO's 3.3%, yet the H1 2026 results season for both UK logistics REITs has complicated a simple…
Companies SpaceX IPO Margin of Safety Leaves the Valuation Case Incomplete
The SpaceX IPO margin of safety is the central question for any investor weighing a position in SPCX: the business model has genuine strengths, but the pricing and structure of…
Companies France Ireland Digital Tax Redistribution: Why Paris Wants a Slice of Dublin’s Tech Billions
During a meeting of EU finance ministers in Dublin in September 2026, French Finance Minister Roland Lescure was measured about it when he spoke with The Irish Times. Measured, not…
Companies Applied Materials Intel Partnership Joins a Week of Deals
The Applied Materials Intel partnership on next-gen chipmaking is real, but it's the fourth near-identical tie-up Applied has announced in eight days.
Companies Wise ISA growth stock: why the market may be mispricing a fintech disruptor
Wise (LSE: WISE) is a Wise ISA growth stock case that has frustrated patient shareholders, delivering only a 3% gain over the past 14 months despite a string of operationally…
Companies Nvidia AI Investment Case Holds Up, But Margin Pressure Is Building
Nvidia's AI investment case remains intact heading into the second half of 2026, but the numbers that underpin it are becoming more complicated. Revenue is still surging, the competitive moat…
Companies SpaceX Stock Valuation at a Crossroads After 50% Post-IPO Crash
SpaceX stock valuation is the central debate in growth investing right now: SPCX surged from its $142 offer price to $225 before giving back half those gains, and the stock…
Companies Ireland Immigrant Workforce Tax Welfare: What the Numbers Actually Say — and What They Don’t
The shape of Ireland's immigrant workforce becomes something you can see rather than just read about when you walk through the back of a café in Cork, past the nite…
Companies Halma Share Price Gap Widens as Full-Year Revenue Tops £2.2bn
The Halma share price gap between operating performance and market reward has become difficult to ignore: full-year revenue for the year to 31 March 2025 reached £2,248.1m, up 11% on…
Companies Apple CEO John Ternus Inherits a 25x Legacy From Tim Cook
Apple CEO John Ternus takes the reins on 1 September 2026, stepping into a role that delivered one of the most extraordinary wealth-creation runs in modern market history: a £9,999…
Companies Schneider Electric’s PTC deal confirmed at $22.6bn, not $20bn
The Schneider Electric PTC deal was confirmed at $205 a share and $22.6bn equity value - well above Sunday's $20bn leak.
Companies Rising Bond Yields Threaten Mortgages, Taxes and Stock Valuations
The sustained climb in rising bond yields is tightening conditions across mortgages, government borrowing and equity markets simultaneously, with the 30-year US Treasury yield reaching 5.48% on 24 September 2026,…
Companies Regional REIT Dividend Yield Trails a Deep NAV Discount
Regional REIT's dividend yield sits above 10% and its shares trade at a 51% discount to net asset value, yet the FY2025 results make clear that the valuation gap is…
Companies Babcock International Share Price Slump Masks a Stronger Business
The Babcock International share price has fallen 17.1% in a single month, dragging it below levels seen when the current defence spending optimism began, and sitting 33% lower than at…
Companies What Investing in Your 70s Really Means for Your Portfolio
Investing in your 70s demands a different set of priorities than at any earlier stage: income, capital preservation and genuine diversification matter far more than chasing growth. Retirement may already…
Companies Sunday Money: Lumentum Stock Price Surges 18.24% on the Week
The Lumentum stock price led US markets this week, up 18.24%, as optics and AI-data-centre names rallied. Here's the full Sunday Money roundup.
Companies Rocket Lab Launch Backlog Tops 100 After Synspective Deal
Rocket Lab's launch backlog has passed 100 missions after a 20-launch Synspective deal, its biggest commercial Electron contract yet.
Companies How to Sell a Buy-to-Let Portfolio in Retirement Without a Tax Shock
Deciding to sell a buy-to-let portfolio in retirement is increasingly common among private landlords, but the sequencing, tax planning and income arithmetic involved make it a decision that rewards patience…
Companies UK Fund Flows July: £278m Trickle Follows June’s £3.8bn Surge
UK fund flows in July recorded a net retail inflow of just £278 million, a sharp deceleration from the prior month's figure and a reminder of how quickly sentiment can…
Companies UK Housing Market Sellers Face a Tougher Test as Stock Piles Up
UK housing market sellers are operating in conditions that increasingly favour the buyer: supply is rising, mortgage approvals have dropped sharply, and asking-price cuts are running ahead of seasonal norms.…
Companies A Weak Jobs Report Rally Lifts Nvidia, Not Accenture
A weak jobs report rally sent Nvidia and the Nasdaq 100 to records, but Accenture's own tape tells a very different story on the same day.
Companies onsemi Lifts Synaptics Merger Deal to $123 a Share, All Cash
onsemi's revised Synaptics merger deal swaps stock for $123-a-share cash after a rival bid, sending both stocks sharply higher.
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