KOSPI plunge, AI trade spooked, big tech earnings incoming, top quality stocks, UK banks and more

In the latest episode of the podcast, the Sharesify gang discuss the KOSPI’s plunge from all-time peaks. They also preview tonight’s big Fed meeting and key tech earnings across the pond Our tech whizz Steven tells listeners why the market is worried about levels of AI spending. He also explains what ‘circular financing’ is. James has observed a clear rotation into value and quality names this week. He walks us through forecast-beating earnings from Unilever (LON:ULVR) and Reckitt Benckiser (LON:RKT). James also discusses Greggs’ (LON:GRG) resilient H1 results and explains the spike in the sausage roll seller’s share price. Markets guru Ian breaks down disappointing results from Barclays (LON:BARC) and looks ahead to updates from Lloyds (LON:LLOY) and NatWest (LON:NWG). And the team preview tomorrow’s results from British American Tobacco (LON:BATS), BAE Systems (LON:BAE) and Rentokil Initial (LON:RTO). Get involved If you want to get involved, email us your thoughts, suggestions and questions at [email protected]. For those tuning in via YouTube directly, please remember to click the like and subscribe buttons on our channel. You can also follow us across social media, 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 [email protected] and we’ll do the rest. X Bluesky Facebook LinkedIn 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.