Stockopedia

Hey everyone, happy Friday! Another post to build on the amazing recent webinar from Ed Croft and Graham Neary. This one delves deeper into the UK's AI opportunity, with a list of stocks carefully curated by the Stockopedia analysts. If you've not seen the webinar yet, here's a link. And if you've got any thoughts or ideas on this article, please drop them into the comments below. You may have heard of the AI data centres being run from a garden shed. For those who haven’t, it’s a scheme where participants... Читать дальше...

US and Asian markets have climbed to new record highs this week, on hopes that the US will agree a peace deal with Israel to allow the Strait of Hormuz to reopen: At the time of publishing, the US and Iranians both agreed that the ceasefire was holding despite an overnight exchange of fire. Negotiations are said to be ongoing around a potential settlement. Commodity prices have fallen this week as fears of a supply crunch have eased (slightly), with Brent Crude dropping below $100 a barrel: Press... Читать дальше...

Good morning! There was an exchange of fire overnight in the Strait of Hormuz, as the US retaliated with missile strikes following Iranian attacks on US warships transiting the Strait. But both sides appear increasingly desperate to maintain the fragile ceasefire, with President Trump claiming the arrangement is still “in effect” and Iranian state television reporting the situation as “back to normal”. Closer to home, Labour is reported to have suffered significant losses in yesterday’s local elections, with corresponding gains for Reform. Читать дальше...

Good morning! Hopes of a Middle East deal continued to buoy markets overnight, with Japan’s Nikkei 225 index up 6%. Press reports suggest Iran is reviewing a US-backed proposal that might allow negotiations over Iran’s nuclear program to be pushed back to a later stage. The suggestion is that President Trump is now keen to find a route out of the current conflict, which has seen average US gas prices rise above $4.50 per gallon and is becoming unpopular with US voters. After solid gains for stock... Читать дальше...

Good morning! Hopes of a Middle East deal continued to buoy markets overnight, with Japan’s Nikkei 225 index up 6%. Press reports suggest Iran is reviewing a US-backed proposal that might allow negotiations over Iran’s nuclear program to be pushed back to a later stage. The suggestion is that President Trump is now keen to find a route out of the current conflict, which has seen average US gas prices rise above $4.50 per gallon and is becoming unpopular with US voters. After solid gains for stock... Читать дальше...

Good morning! In overnight news, President Trump has paused US plans (announced on Sunday) to provide a safe escort for ships through the Strait of Hormuz. The decision has come after reported clashes between US and Iranian forces. Stocks surged to all-time highs following the news, with the Samp;P 500 closing up by 0.8% at 7,259 and South Korea’s Kospi index gaining 6% to a new record as investors redoubled bets on AI. Correction: the tech-heavy Nasdaq index also closed at new highs last night: Oil prices fell... Читать дальше...

Hi everyone, I'm Gareth, a new member of the Stockopedia content bureau! I'll be providing short and long-form pieces on prevalent investing themes, complementing the amazing analysis from Graham and the team. This article follows on from our recent webinar, 10 Results Seasons Opportunities, which analysed the strongest themes and shares in the current market. Didn’t catch it live? You can watch the full replay here. When markets get choppy, it’s easy to get fixated on the direction of the headwinds. Читать дальше...

Good morning! In overnight news, President Trump has paused US plans (announced on Sunday) to provide a safe escort for ships through the Strait of Hormuz. The decision has come after reported clashes between US and Iranian forces. Stocks surged to all-time highs following the news, with the Samp;P 500 closing up by 0.8% at 7,259 and South Korea’s Kospi index gaining 6% to a new record as investors redoubled bets on AI. Correction: the tech-heavy Nasdaq index also closed at new highs last night: Oil prices fell... Читать дальше...

Welcome back to our Stock Pitch Series. Today, I’m going to focus on a FTSE 250 industrial stock with a StockRank of 98 and a ‘Super Stock’ rating. The company is Keller Group (LON:KLR). Here’s why it has caught my eye. At the time of publication, Ed Sheldon had no position in KLR. Share price at the time of publication: 2,256pMarket cap: £1.6bn The Pitch Keller Group is the world's largest geotechnical specialist contractor. Providing a wide range of advanced foundation and ground improvement solutions... Читать дальше...

Good morning! There are few major overnight moves to report. Brent crude is a little lower at $113.50. UK natural gas futures are up 7% to 119p (the pre-war price was 75p). The FTSE is set to open at c. 10,270. In company news, I enjoyed watching interviews with Warren Buffett and Greg Abel over the weekend (disclosure: I'm long Berkshire Hathaway (NYQ:BRK.B)). Berkshire Hathaway's Annual Shareholder Meeting was on Saturday. Buffett is still sharp at 95, and Greg Abel seems to inspire a lot of confidence. Читать дальше...