21 November 2025
The risk of under-investing in a stock market bubbleTalk of a stock market bubble is everywhere right now, and for good reason. Valuations in the US stock market are sky high and the enormous technology companies sitting atop the S&P 500 are venturing into an unpredictable AI future, burning through tens of billions of shareholder dollars in their quest not to be left buried in a digital junkyard...
21 November 2025
Russ Mould: Analysts on easyJet, Telecom Plus & Kingfisher ahead of forthcoming resultsAlthough the UK budget will likely take over the headlines, AJ Bell's Investment Director, Russ Mould, runs us through the companies schedule to report in the coming week, and takes a specific look at what analysts will be studying when easyJet, Telecom Plus and Kingfisher report next week.
21 November 2025
Daily market update: markets go back into reverse, Babcock, ASOSRelief around Nvidia’s results didn’t last long as investors couldn’t shake their fears that the AI boom might have got ahead of itself.
There is a lingering concern that the AI revolution might take longer than expected to truly transform the way companies do business. People in the late 1990s were right to predict the internet would change the...
21 November 2025
Stocks slump, Nvidia and Walmart beat: what happened on US markets this weekAfter having seemed initially to provide US investors with the reassurance they needed, Nvidia saw a reversal in fortunes this week.
Initially surging 5% as earnings beat forecasts the shares ended the 20 November down 3% as concern about valuations and a possible AI bubble took hold once more and the Vix index of volatility surged.
Bitcoin...
20 November 2025
Nvidia reassures on AI trend, but fears over tech sector overspending may not go awayNvidia’s results on 19 November had the potential to be a make-or-break moment for global financial markets. Any disappointment could have fuelled concerns around an AI bubble poised to burst. Fortunately, Nvidia has brought the party back to life, with suggestions that everything is going fine with the business.
Demand for its products remains...
20 November 2025
Daily market update: Nvidia, Games Workshop, JD SportsNvidia’s reassuring results have brought a sense of calm to markets following a wobbly few days. Europe enjoyed a nice bounce, including a 0.7% gain from the FTSE 100 led by tech stocks, banks and natural resources firms.
Investors had been cautious ahead of Nvidia’s results, fearing that the slightest bit of negative news from the chip giant...
19 November 2025
Daily market update: Meta Platforms, Lloyds, Severn TrentInvestors will breathe a sigh of relief that the market sell-off has lost momentum.
Pockets of Europe and Asia were up on Wednesday, and futures prices imply a similar trend when Wall Street opens later today.
It’s the good news everyone wanted. The key question is whether this is simply the calm before the storm. Nvidia reports tonight and the...
18 November 2025
Big Short investor claims technology firms are inflating profitsMichael Burry shot to fame after the book The Big Short by Michael Lewis was turned into the Academy Award winning 2015 film of the same name with actor Christian Bale playing Burry’s character.
Burry was one of the first people to spot the US housing market bubble and reportedly made $800 million profit from betting against sub-prime mortgages.
Wh...
18 November 2025
Daily market update: Imperial Brands, FirstGroup, GreencoreAnother downbeat session on Wall Street yesterday was followed by heavier selling in Asia today and that set the scene for a meaningful drop in the FTSE 100.
As fears over an AI bubble build, there has rarely been more riding on an individual set of results than Nvidia’s on Wednesday.
Even a mild disappointment could reinforce the market’s worries...
17 November 2025
Daily market update: WPP, housebuilders, Vinted, THG, HICL & TRIGThe FTSE 100 managed a steady start on Monday despite volatility in Asian stocks and a lacklustre end to last week on Wall Street.
Shares in Japanese consumer-facing stocks came under pressure as China warned its citizens not to visit the country amid simmering tensions between the two sides over Taiwan.
Chinese holidaymakers make a big...
14 November 2025
Daily market update: gilt yields, DFS, Landsec, PPHE Hotel GroupWall Street gloom has spread across European and Asian markets like a contagious disease.
Markets are down across the board as investors fret about cracks in the narrative that’s driven the mother of all tech rallies over the past few years. Investors are worried about rich equity valuations and how billions of dollars are being spent on AI just at...
14 November 2025
AI, Disney and AMD: what happened on US markets this weekUS markets look set to end the week on the back foot as investors grow more sceptical of the AI boom. It represents a complete turnaround from the start of the week when hopes that the government shutdown would be resolved gave stocks a boost.
By the time the Trump administration signed a bill to end the shutdown on 12 November, equity indices...
14 November 2025
Russ Mould: What analysts are looking for when NVIDIA, Imperial Brands & Halma report next weekAJ Bell Investment Director, Russ Mould runs us through what analysts are looking out for when NVIDIA, Imperial Brands and Halma report results next week.
13 November 2025
Daily market update: Aviva, 3i Group, Burberry, Rolls-RoyceThe FTSE 100 was held back in its latest attempt to make the 10,000 summit by some shares trading ex-dividend and some poorly received corporate updates.
This outweighed the tailwind provided by a weaker pound, which flatters the overseas earnings which dominate the index, and saw the FTSE 100 dip slightly in early trading on Thursday. Sterling...
12 November 2025
Renewable energy trusts may need to change direction: Will investors be on board?Since its inception in 2013, the renewable energy sector has wooed investors with attractive income levels powered by wind and solar projects. And over the past 12 years, renewable energy trusts have generally served their purpose well, with the original group of trusts delivering annual total returns of about 7.3%, with 80% as income, according to...
12 November 2025
What a share price jump or slump tells you about a CEO hireThe announcement of a new chief executive can have a pronounced impact on a company’s share price, good or bad. Guinness owner Diageo hiring former Tesco head Dave Lewis as its chief executive drove its share price up 5.2% on the day of the announcement.
That might not sound out of the ordinary until you realise the change in the company’s market...
12 November 2025
Daily market update: SoftBank sells Nvidia stake, SSE, Taylor WimpeyThe FTSE 100 continued to tick towards the 10,000 mark as it eked out some modest gains to trade at fresh all-time highs on Wednesday.
UK stocks made progress despite some volatility in the AI space in the US and Asia overnight. SoftBank’s decision to sell its entire stake in Nvidia dragged the chip maker lower and also saw selling in the Japanese...
12 November 2025
Are AI opportunities better outside the US?When AI comes up in market conversations, the US usually quickly follows. This is for good reason. It holds many of the heavyweights, including Nvidia, Microsoft, and Alphabet. But it is far from the only region that’s benefitted from the AI boost.
On the other side of the globe, emerging markets have made their own market niches. These have...
11 November 2025
Daily market update: Vodafone, SoftBank, Princes Group, 4imprintThe FTSE 100 made new record highs on Tuesday, taking its cue from a strong rebound on Wall Street and the added tailwind of sterling weakness.
Moves towards the end of the shutdown in Washington had primed US stocks for big gains at the market open, and the pound fell after weak UK jobs figures which increased the prospect of an interest rate cut...
10 November 2025
Daily market update: US government shutdown, FTSE 100, JTCGlimmers of hope that an end might be in sight to the longest running US government shutdown in history put markets in a positive mood.
A vote in the Senate is an important first step but any agreement still needs to clear a vote in the House of Representatives along with several other hurdles. A key impact on the markets of the impasse, beyond the...
7 November 2025
The path out of the pandemicSunday 9 November 2025 marks the fifth anniversary of a defining moment in stock market history. Pfizer/ BioNTech’s announcement of the first effective covid-19 vaccine gave investors confidence that the world could recover from a major pandemic.
News of the vaccine breathed new life into stock markets around the world, particularly in the UK...
7 November 2025
What to expect from Berkeley amid London housing pushInvestors will hope for few surprises when Berkeley Group reveals first half results on 10 December given the UK housebuilder reaffirmed full-year profit guidance as recently as 5 September.
Berkeley expects to deliver £450 million of pre-tax profit for the year to 30 April 2026 after reporting stable trading in the current year to date.
Pre-tax...
7 November 2025
Amazon's new record and resilient McDonald's: what's happened on the US market this weekUS markets were lower this week as investors questioned the sustainability of the AI technology boom and high valuations of key stocks.
The slowdown in the broader market did not stop the continued stream of AI-related deals.
Amazon announced a multi-year strategic partnership with OpenAI valued at up to $38 billion to supply cloud infrastructure...
7 November 2025
Daily market update: Rightmove, Tesla, IAGA negative reaction to two big name corporate results in the UK weighed on the FTSE 100, dragging it down 0.3% to 9,707 as investors worried if more companies would follow suit with gloomier outlooks.
British Airways’ owner IAG reported softer US economy leisure trading while property portal Rightmove shocked the market with news that investments...
7 November 2025
Russ Mould: A look at SSE & United Utilities ahead of their first-half resultsAJ Bell's Investment Director, Russ Mould, discusses the impact of recent interest rate cuts on financial markets, and also previews upcoming company results, focusing on SSE and United Utilities.
