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

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.

Talking chips, AI, Apple, Intel and Micron plus Berkeley Gp, G4M, Halfords, Moonpig and ProCook

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] With US markets closed for Juneteenth, the team reflect on big moves for chip stocks and upcoming results from Micron next week.  They also cover UK consumer names such as Card Factory, Gear4Music, Halfords, Moonpig and ProCook, as well as investment trusts FGEN, JEDT and PNL.

Talking Alphabet, Amazon, Microsoft and SpaceX, plus AO World, Beauty Tech, PZ Cussons and Tesco

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] The team discuss the latest developments in US tech stocks, including how SpaceX shares have traded since their IPO, plus updates from UK consumer stocks including AO World, Beauty Tech Group, PZ Cussons and Tesco.

Sharesify Podcast with Jack Featherby of JPMorgan European Discovery Trust

Send us Fan Mail [https://www.buzzsprout.com/2571239/fan_mail/new] In our latest Podcast special, Steven Frazer and James Crux are joined by Jack Featherby of JPMorgan European Discovery Trust (LON:JEDT). The fund aims to provide capital growth from a diversified portfolio of high-quality smaller companies in Continental Europe. Our special guest explains why the investment trust structure is the best way to capture the small cap illiquidity premium. Jack talks us through his process for uncovering some of the most attractive, yet lesser-known investment opportunities across the Continent. He also walks listeners through the bull cases for the trust’s three largest positions. These are Scandinavian financial services company Storebrand (FRA:SKT), turbocharging-to-fuel injection leader Accelleron (SWX:ACLN) and Denmark’s AL Sydbank (CPH:ALSYDB). 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 [https://x.com/home] Bluesky [https://bsky.app/] LinkedIn [https://www.linkedin.com/company/109845440/admin/?lipi=urn%3Ali%3Apage%3Ad_flagship3_feed%3BtvRaYWEvSpW0ElXMHhkVAw%3D%3D] Facebook 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/]