Expert views
Commentary submitted by Matt Britzman in their own words.
Back to profileVodafone lifts profit guidance as Three tie-up makes ‘fast start’
For a name priced for pessimism, today’s update offers a few glimmers of hope.
Guinness maker Diageo hires former Tesco boss for top job
Diageo has named Sir Dave Lewis as its next CEO, effective January 2026, opting for an external hire over interim chief Nik Jhangiani.
Musk could become first trillionaire as Tesla shareholders approve pay package
The Musk premium is alive and well, and this vote should help underpin Tesla’s valuation as we head into a pivotal year.
BT loses broadband customers to rivals and sheds another 5,000 jobs
Cash flow was the real disappointment, falling well short as spending and some other moving parts weighed more than expected.
Palantir posts strong quarterly growth
Palantir might be the best pure play on applied AI, but the risk/reward looks tight.
AI story remains strong for Alphabet, Meta and Microsoft
Meta’s quarter highlighted a familiar tension: strong user engagement versus rising costs.
Nvidia stock hits all-time high
For investors who think they’ve missed the boat, even at $5 trillion of market cap, this still isn’t an overly expensive stock.
HSBC announces £898m drop in quarterly profits
Costs and credit charges were broadly as expected, so the operational engine is clearly firing.
NatWest earnings soar 30% as it takes ‘tight control’ over business costs
The good news was broad-based: revenues were higher, costs were lower, and even loan impairments came in better than feared.
Lloyds earnings slide by 36% after motor finance hit
With the total motor finance provision now at £2bn, it feels like a low-risk event moving forward.