Explore 3 Stock Ideas & Industry Insights Download Free Report

Premium

Meta and Microsoft AI Spending: Why Investors Are Losing Patience

When Meta Platforms (Nasdaq: META) and Microsoft (Nasdaq: MSFT) reported their March-quarterEarningswithin forty-eight hours of each other in late April 2026, the headline figures looked, at first glance, like reasons to celebrate. Meta beatRevenueexpectations on the strength of itsAdvertisingmachine. Microsoft posted another quarter of …

Ankur Sharma | 04 May 2026

Bitcoin War Rally: Why the Crypto Surge May Not Last

The thesis is seductive.Bitcoin, the argument goes, is finally behaving like the "digital gold" its evangelists have long promised. Gold itself is at record highs, the dollar is wobbly, and central banks are again whispering about cutting rates. SpotBitcoinETFs from BlackRock, Fidelity and ARK …

Ankur Sharma | 04 May 2026

Donald Trump's Green New Deal: What It Means for the Global Economy

There is a certain irony in pairing the words "Trump" and "Green New Deal". The 47th President spent the better part of a decade deriding the original Green New Deal as a "socialist fantasy", and his second-term agenda — codified in a flurry of …

Ankur Sharma | 04 May 2026

EU Energy Subsidy Risks: IMF Warning Puts Government Spending Under Scrutiny

The answer, in short, is that the dependency runs deeper and wider than many UK portfolio holders appreciate. From the petrochemical clusters of the Rhine to the offshore wind farms of the North Sea, from Italian household electricity bills to the nascent gigafactories of …

Ankur Sharma | 04 May 2026

Aston Martin Share Price Rally: What £1,000 Invested One Week Ago Is Worth Now

Based on recent trading data around 26 April to 3 May 2026, the share price has moved from approximately 35p to approximately 42p, a one-week gain of roughly 20%. Put into pounds and pence, an investor who deployed £1,000 into AML one week ago …

Ankur Sharma | 04 May 2026

Big Tech AI Spending Backlash: Why Investors Are Turning on Meta and Microsoft

That patience appears, finally, to be running out. After a brutal Q1 2026 reporting season in which both Meta and Microsoft once again raisedCapital-expenditure/">CapitalExpenditureguidance, the market mood has shifted from cheerleading to outright scepticism. Meta shares have shed close to a fifth of their …

Ankur Sharma | 04 May 2026

Bitcoin Price Rally: Why the 20% War-Driven Surge Could Fade

This article is not about why the war is happening — that ground has been covered elsewhere. It is about whether the chart, theDerivativescomplex and the on-chain data actually support a sustained breakout, or whether the quantitative evidence points to a fade. The honest …

Ankur Sharma | 04 May 2026

Exxon and Chevron Reject Trump's Oil Push as Petrol Price Pressure Mounts

The companies' first-quarter 2026 results, both released this week, were dragged down by sizeable hedging losses on crude positions taken when forward prices were lower, but each maintained itsDividendand confirmed that buyback programmes will continue at the pace previously mapped out for shareholders. Refineries …

Ankur Sharma | 02 May 2026

Apple Sales Boom as 'Most Popular iPhone Ever' Drives Investor Optimism

iPhoneRevenuerose 22 per cent year on year to $57.99bn, a March-quarter record. ServicesRevenuehit a fresh all-time high, breaking through the $31bn mark and outpacing the combined revenues of the Mac, iPad and wearables divisions for the quarter. The company's board authorised an additional $100bn …

Ankur Sharma | 01 May 2026

Admiral Group: A Quietly Resilient Year for the UK Motor Insurer

A modest gain that masks a notable rebuildAdmiral Group has spent much of the past year slowly rebuilding investor confidence after a turbulent stretch for UK motor insurance. The shares closed up around 4.21% over theTrailing Twelve Monthsto 1 May 2026, putting them well …

Ankur Sharma | 01 May 2026

We use cookies to help us improve, promote, and protect our services. By continuing to use this site, we assume you consent to our Cookies Policy. For more information, read our Privacy Policy and Terms and Conditions