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Talking Bytes, Gym Group, Curry's, GSK, Marks & Spencer, Meta, Moderna and Murray International

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] The guys discuss the latest news from US hyperscaler Meta Platforms and wonder about the potential upside for AI in other areas such as pharmaceuticals. Recent sector rotation into stocks such as Moderna suggests they may be onto something. In the UK market, they recap results from Curry's and look ahead to M&S's trading update next week, while reflecting on their interview with Samantha Fitzpatrick of Murray International, one of the AIC's 'Dividend Heroes'.

Sharesify Podcast with Samantha Fitzpatrick of Murray International Trust

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In our latest Podcast special, Steven Frazer and James Crux welcome Samantha Fitzpatrick, co-manager of investment trust Murray International (LON:MYI). This global equity income fund offers an above average dividend yield. The trust seeks to generate long term growth in dividends and capital ahead of inflation. Murray International has prized AIC dividend hero status, having delivered more than 2 decades of uninterrupted dividend growth. The fund is also the best one-year share price total return performer in the AIC Global Equity Income sector. Murray International Trust [https://www.aberdeeninvestments.com/en-gb/myi] Samantha explains why she has confidence in the sustainability and growth of the portfolio’s underlying dividends, even if the global economy slows. Samantha discusses how she balances the opportunity in AI and technology with her focus on income and valuation discipline. She also outlines why the managers have dialled down the trust’s emerging markets exposure. Counter-intuitively, the best opportunities they have found this year have been in the US. Cisco AI narrative switches to accelerating revenue ramp [https://sharesify.com/cisco-ai-narrative-switches-to-accelerating-revenue-ramp/] Get involved If you want to get involved, email us your thoughts, suggestions and questions at editorial@sharesify.com. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. 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, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest. Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing.  Click here to see full disclaimer. [https://sharesify.com/disclaimers/]

Talking AB Foods, Alphabet, Polar Capital Technology, Saga, Scottish Mortgage, SK Hynix and Supreme

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] The guys discuss the rip-roaring 1H for US tech which has resulted in Alphabet joining the Dow Jones Industrials index.  Also, chipmaker SK Hynix is listing on Nasdaq, which will suit deep-pocketed UK investors, and there's a review of the best 1H performers including CMC Markets, Polar Capital Technology and other financial stocks.

Talking chips (again), Micron, Apple and Microsoft, plus AB Foods, Curry's, Halfords, Moonpig and UK M&A

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] Join the team as they run through the continuing chip squeeze and why it's good for Micron but bad for customers like Apple and Microsoft.  Plus a look at UK M&A deals and a roundup of consumer stocks, with an analysis of the Halfords and Moonpig results and a look ahead to updates from Associated British Foods, Curry's and Sainsbury's.

Talking chips, Micron, the Kospi and SpaceX, plus bids for easyJet, IP Group, Ramsdens and Segro.

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] The guys talk through choppy tech markets, how Korea's Kospi index has become a tech play in its own right, what chipmaker Micron might say tonight, plus speculation around a SpaceX/Tesla merger. Also on the agenda, M&A activity in the UK has ratcheted up this week with bids for easyJet, IP Group, Ramsdens and Segro.