http://www.stockopedia.com/Stockopedia - http://www.stockopedia.com/Mark SimpsonTue, 18 Aug 2026 11:38:44 +0100Oil prices jumped yesterday evening after Trump said the US is not seeking an extension of the Memorandum of Understanding with Iran. Fundamentally, it means that the formal diplomatic framework intended to end the six-month war has collapsed. However, it is not immediately obvious what this means on the ground. Both nations claim the other violated the terms almost immediately after signing it in June. There were reports of drone attacks launched from the Iranian border targeting Kurdish infrastructure in northern Iraq yesterday, though no direct US-Iran kinetic clashes inside Iranian territory followed immediately overnight. Presumably the Strait of Hormuz Stays Restricted and the US Blockade Resumes. However, traffic hadn’t returned to pre-war levels anyway. Earlier in the day, Iranian officials said they were close to finalising a deal with Oman, which would have allowed transit through Hormuz. Fox News reports that Trump has threatened to bomb US ally Oman if it "gets in the way" of his administration's own talks with Iran. Oil markets are pricing in no swift resolution to this standoff, and Brent Crude hit $90/bbl. However, the major indices are relatively sanguine about what all of this means for equities, with the...https://www.stockopedia.com/content/daily-stock-market-report-tue-18th-august-2026-mtec-snx-mcg-fras-knos-bhp-1056197/https://www.stockopedia.com/content/daily-stock-market-report-tue-18th-august-2026-mtec-snx-mcg-fras-knos-bhp-1056197/Roland HeadMon, 17 Aug 2026 11:08:21 +0100Good morning. Expectations for a US rate rise have eased, leaving the dollar weaker after US government data revealed that retail sales fell in July. Oil prices have edged higher as the US and Israel show signs of stepping up pressure on Iran and Lebanon, respectively, in the Middle East. Closer to home, Housing Secretary Angela Rayner is expected to announce changes to the UK’s planning system today. These are said to include increasing protection for pubs (from being converted to other uses) and making it easier for housebuilders to build new homes close to existing rail and underground stations. Many of the UK’s listed housebuilders are trading at intriguing discounts to their book value, as we’ve discussed here a number of times recently. So it will be interesting to see how the market interprets today’s changes – while they may make it easier to secure permission for some new developments, they won’t necessarily do anything to address the pricing and cost pressures that are squeezing builders’ margins. Overnight market movements: The FTSE is up 0.2% at 10,776Samp;P 500 is up 0.2% at 7,795Brent crude is down 0.4% at $86.93/bblhttps://www.stockopedia.com/content/daily-stock-market-report-mon-17th-august-2026-time-mwe-tep-gatc-spr-gms-1056129/https://www.stockopedia.com/content/daily-stock-market-report-mon-17th-august-2026-time-mwe-tep-gatc-spr-gms-1056129/Edmund ShingSat, 15 Aug 2026 13:26:23 +0100Market Musings 150826: Breakouts galoreThis week has been a good one for stock market investors around the world d the world, with many stock markets, sectors and stocks hitting new all-time highs.I am personally surprised at the ongoing strong upwards momentum, as there is still no resolution of the Iran conflict or reopening of the Strait of Hormuz to marine traffic.The Brent crude oil price thus remains near $90/barrel, far above the recent $72 low hit during the brief period when the Strait was open. Equally, long-term interest rates remain elevated, with the US 10-year bond yield close to 4.7% and the 10-year UK gilt yield close to 5.0%..In spite of these factors which normally would weigh on the stock market, momentum remains strong and investor optimism is high following a strong batch of Q2 results both in the US and in Europe. Markets that have hit new all-time highs again this week include:- US (Samp;P 500 equal-weight index)- FTSE 250 Mid-Caps- German DAX- AEX Dutch index- Japan TOPIX - Canada Samp;P/TSX- ColombiaSectors leading the way higher:- US Healthcare- US and EU...https://www.stockopedia.com/content/market-musings-150826-breakouts-galore-1056101/https://www.stockopedia.com/content/market-musings-150826-breakouts-galore-1056101/Graham NearyFri, 14 Aug 2026 16:06:04 +0100The US is now focusing on how to punish Iran with economic isolation, rather than outright military force. “We are just watching Iran with its huge inflation and the fact they have no money”, said President Trump. Iranian inflation is running at 77%. Elsewhere, anonymous sources have told Bloomberg that OpenAI’s revenue run-rate has reached $40 billion. A few months ago, Anthropic said that it was at $47 billion. The companies are thought to be targeting IPO valuations of around $1 trillion and $2 trillion, respectively. Anthropic’s success in creating tools for coders could therefore see it achieve a price to sales multiple of around 40x, and an IPO valuation even higher than SpaceX! Overnight market movements: The FTSE is up 0.3% at 10,790Samp;P 500 is unchanged at 7,800Brent crude (November) is up 1% at $86.05/bblGold is down 0.4% at $4,335/ozBitcoin is down 0.1% at $63,300 Have a great weekend! Spreadsheet accompanying this report: link. Companies Reporting Name (Mkt Cap)RNSSummaryOur view (Author)Aviva (LON:AV.). (£21.4bn | SR67)Half Year Results Announcement 2026Operating profit +24% (£1,326m). Return on Equity 20.3% (H1 last year: 18.2%). “Very good progress” with the integration...https://www.stockopedia.com/content/daily-stock-market-report-fri-14th-august-2026-av-gbg-wks-chrt-1056014/https://www.stockopedia.com/content/daily-stock-market-report-fri-14th-august-2026-av-gbg-wks-chrt-1056014/Graham NearyFri, 14 Aug 2026 15:43:19 +0100The 20% Hormuz “reimbursement fee” for the United States, mooted by President Trump, has been rapidly dropped: I have decided to replace the 20% United States Reimbursement Fee with Trade and Investment Deals that the various Gulf States will be making into the United States... Trump said that leaders from Saudi Arabia, Qatar, Bahrain, Kuwait and the United Arab Emirates had all urged him to change the plan. In other news, US CPI fell 0.4% month-on-month in June, according to data released yesterday. It was a larger fall than the 0.1% decline that markets had expected, and it resulted in a year-on-year inflation rate of 3.5% (vs. 3.8% expected). This is still much higher than the Fed’s official 2% target (although the Fed prefers to use Core PCE, rather than CPI). Overnight market movements: The FTSE is down 0.25% at 10,490Samp;P 500 is up 0.25% at 7,565Brent crude (September) is up 0.65% at $85.40/bblGold is down 0.5% at $4,035/ozBitcoin is up 0.5% at $64,900 Mark Simpson joins me today. Spreadsheet accompanying this report: link. Companies Reporting Name (Mkt Cap)RNSSummaryOur view (Author)Rio Tinto (LON:RIO) (£113bn | SR66)Second...https://www.stockopedia.com/content/daily-stock-market-report-wed-15th-july-2026-bks-htg-docs-at-1054281/https://www.stockopedia.com/content/daily-stock-market-report-wed-15th-july-2026-bks-htg-docs-at-1054281/Mark SimpsonFri, 14 Aug 2026 10:50:49 +0100It's been a fairly buoyant week in the US. The Samp;P 500 rose above 7800 for the first time, as tame producer price inflation data supported expectations that the Federal Reserve will not raise interest rates at its September meeting. Strong forecasts in recent weeks from companies including Microsoft and Amazon have also reduced investors' concerns about massive spending on AI data centres. [All charts in this section: IG] The FTSE 100 went the other way as investors worried about the impact of the ongoing Middle East tensions: Brent Crude also reflected these worries. Starting the week at around $83/bbl, it peaked at close to $89, before retreating somewhat: Interestingly, gold appears to have decoupled from its recent negative correlation with oil prices, perhaps suggesting that the dollar liquidity requirements of oil-export-constrained Middle Eastern countries have eased. Gold looks like it will end the week flat, but holding on to last week's gains: Here's what we can look forward to next week: Economic Calendar Monday...https://www.stockopedia.com/content/the-week-ahead-17-21-aug-japan-carry-uk-inflation-fomc-minutes-us-retail-bhp-hays-1056053/https://www.stockopedia.com/content/the-week-ahead-17-21-aug-japan-carry-uk-inflation-fomc-minutes-us-retail-bhp-hays-1056053/Graham NearyThu, 13 Aug 2026 16:41:57 +0100UK GDP has just been released. The economy grew by 0.3% in June and by 0.4% in Q2. This is in line with expectations. The previous quarter had seen growth of 0.6%. ONS director of economic statistics Liz McKeown: "Growth slowed in the second quarter of the year, following a strong start to 2026, but remained relatively robust. "Services were once again the main driver of growth, while production was broadly unchanged and construction also grew." The pre-open FTSE chart wobbled initially on the news, dropping a few points, before recovering. Slow and unsteady economic growth continues! Overnight market movements: The FTSE is up 0.2% at 10,810Samp;P 500 is up 0.1% at 7,755Brent crude (November) is down 0.2% at $86.70/bblGold is down 0.6% at $4,385/ozBitcoin is up 0.4% at $63,800 Mark Simpson joins me today. Leaving it there for today, cheers! Spreadsheet accompanying this report: link. Companies Reporting Name (Mkt Cap)RNSSummaryOur view (Author)Rio Tinto (LON:RIO) (£122bn | SR79)Agreement to secure long-term future of TomagoTomago Aluminium will enter into a 10-year power purchase agreement for electricity supply to the smelter through to 2038. The PPA will begin following the expiry...https://www.stockopedia.com/content/daily-stock-market-report-thur-13th-august-cost-rnk-tpx-pbee-stb-1055930/https://www.stockopedia.com/content/daily-stock-market-report-thur-13th-august-cost-rnk-tpx-pbee-stb-1055930/Dr James FoxWed, 12 Aug 2026 16:10:58 +0100I've watched TP Icap (LON:TCAP)  from a distance for a year or so without ever buying it. It’s fair to say I’ve missed some strong returns as an observer, but that doesn’t mean I’ve missed the opportunity entirely. It’s an excellent quant stock – a StockRank of 93, with a Momentum score of 93 and Value score of 73. It’s also a strong proposition from a qualitative perspective. Adjusted EBIT hit a record £196 million in H1, rate uncertainty and a possible energy volume recovery are tailwinds, and the shares have pulled back from their highs. The Pitch TP ICAP is the world's largest interdealer broker, sitting between banks and asset managers in over-the-counter markets and taking a clip on the trade. It also owns Parameta Solutions, a high-margin data business, and Liquidnet – which lets large institutional investors (like mutual funds and pension funds) buy and sell stocks and bonds in large blocks, anonymously. For me, the thesis is a simple one. The shares trade on 8.9x forward earnings with a 6% yield covered 1.85x, and estimates for both 2026 and 2027 have risen over three months. Global Broking – 61% of revenue...https://www.stockopedia.com/content/tp-icap-cheap-harshly-punished-and-the-setup-is-improving-1055919/https://www.stockopedia.com/content/tp-icap-cheap-harshly-punished-and-the-setup-is-improving-1055919/Graham NearyWed, 12 Aug 2026 12:51:33 +0100Hormuz progress? The Defence Minister of Pakistan says that the US and Iran are “close to some sort of arrangement” and that “things are shaping up in favour of peace”. But the oil price isn’t listening with November Brent crude still trading at $87 per barrel. US inflation: This afternoon we’ll have US inflation data, as previewed in The Week Ahead on Friday. The July reading is expected to remain at 4.7%, a painfully high reading that reflects the strain in commodity markets. Core CPI, excluding food and energy, will be released at the same time and is expected to come in at 2.5%. UK GDP is out first thing tomorrow, at 7am, so do keep an eye out for that. Overnight market movements: The FTSE is down 0.3% at 10,820Samp;P 500 is flat at 7,735Brent crude (November) is up 0.7% $87.20/bblGold is up 0.5% at $4,390/ozBitcoin is flat at $63,700 Roland Head joins me today. Not much of interest today, let's leave it there and hope for more tomorrow! Cheers. Spreadsheet accompanying this report: link. Companies Reporting Name (Mkt Cap)RNSSummaryOur view (Author)Balfour Beatty (LON:BBY) (£4.1bn...https://www.stockopedia.com/content/daily-stock-market-report-wed-12th-august-2026-atym-bby-see-hils-evok-1055888/https://www.stockopedia.com/content/daily-stock-market-report-wed-12th-august-2026-atym-bby-see-hils-evok-1055888/Graham NearyTue, 11 Aug 2026 16:04:13 +0100Circular AI funding at Nvidia: the biggest financial news story overnight is that Nvidia is turning to major institutions for $500 billion to help fund AI infrastructure. The original statement can be read here. Here’s the key paragraph: Memorandums of understanding signed with six of the world’s premier financial institutions to create these partnerships aim to establish the first compute financing platforms of their kind at global scale to enable the AI infrastructure buildout across NVIDIA’s ecosystem, including leading frontier AI labs, enterprises and AI clouds. Under these strategic partnerships, NVIDIA will work with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to create dedicated pools of capital at significant scale at attractive rates for NVIDIA customers. In other words, Nvidia is helping to arrange cheap debt for their AI industry customers, in order to further boost demand for Nvidia's processing power. I would categorise this news story in the same way that I categorise the forthcoming AI IPOs, expected to be at eye-watering valuations, and the other very large fundraising deals we’ve seen this year, such as the $80 billion equity raise carried out by Alphabet recently. These are all signs of the financial industry treating the AI trade...https://www.stockopedia.com/content/daily-stock-market-report-tue-11th-august-2026-spx-shoe-bwy-cml-atym-rgg-1055805/https://www.stockopedia.com/content/daily-stock-market-report-tue-11th-august-2026-spx-shoe-bwy-cml-atym-rgg-1055805/Graham NearyTue, 11 Aug 2026 10:44:56 +0100Strait of Hormuz: Iran and Oman are preparing a joint statement about their agreement for a new shipping route through the Strait of Hormuz. While the agreement doesn’t mean that the Strait will reopen soon, it will provide a management plan that both countries are happy with. Oman and Iran border the Strait at its narrowest point, and eastwards of that point. According to Iranian state television cited by Bloomberg, reopening the Strait will require “a change in US behavior”. The US blockade of Iranian ports continues. The oil price hasn’t moved much in response to this latest development, but at about $79-$80, it's a long way off its recent highs. A sign that all sides might gradually be figuring out a path towards peace? Brent crude oil price. Source: Trading Economics. Overnight market movements: The FTSE is up 0.2% at 10,895Samp;P 500 is up 0.2% at 7,753Brent crude (October) is flat at $79.45/bblGold is up 0.3% at $4,260/ozBitcoin is unchanged at $64,800 Roland Head joins me today. Leaving it there for today, cheers! Spreadsheet accompanying this report: link. Companies Reporting Name (Mkt Cap)RNSSummaryOur...https://www.stockopedia.com/content/daily-stock-market-report-thur-6th-august-2026-boy-psn-wpp-hbr-pzc-tcap-osb-mer-devo-1055539/https://www.stockopedia.com/content/daily-stock-market-report-thur-6th-august-2026-boy-psn-wpp-hbr-pzc-tcap-osb-mer-devo-1055539/Edward CroftTue, 11 Aug 2026 07:06:27 +0100Our team's nine FTSE 250 Stock Pitches this year are all in profit, up 36.9% since publication. It’s not down to luck. Many of them were riding a repeatable signal, and it's still firing. The FTSE 250 Index (FTSE:MCX) used to be seen as the powerhouse index of Britain. It hosted the best of British mid-caps - dynamic, exporting growth stocks - even shaking off Brexit concerns to hit a peak in 2021. But since then, it struggled underwater for nearly five years - 1,798 days to be precise.  But last week, on the 4th August it finally broke above those highs, and now looks like clearing 25,000, up 11% for the year. This is a signal that money is coming back to undervalued British shares, but it’s still being picky. The poor AIM index remains 39% below its 2021 peak. So there’s not yet a rising tide - but capital is certainly returning to quality mid-caps. More than this, when the market gets selective, mid-cap stock pickers can do exceptionally well. So in this article - I’m going to give you some tools to hunt in that direction. Nine out...https://www.stockopedia.com/content/our-analysts-are-369-in-ftse-250-names-year-to-date-this-is-the-signal-to-follow-1055792/https://www.stockopedia.com/content/our-analysts-are-369-in-ftse-250-names-year-to-date-this-is-the-signal-to-follow-1055792/Roland HeadMon, 10 Aug 2026 11:20:28 +0100Good morning. The situation in the Middle East remains in flux, with Iran reported to have replaced a top security official in the midst of negotiations with Oman over a deal for shipping through the Strait of Hormuz. However, oil traded higher over the weekend, perhaps signalling caution about the near-term prospect of improved flows. Elsewhere, Taiwan Semiconductor Manufacturing (TSMC) said its monthly sales rose by 45% in July, driven by AI demand. More broadly, Asian markets have traded higher today as fears of a US rate rise eased and investors continued to back the AI trade. Looking ahead, company news flow is expected to ease somewhat this week as we head into the summer lull. Let’s see what today has in store. It's looking pretty quiet today, so we're happy to take request for any backlog items. Update: Essentra (LON:ESNT) has been covered in the backlog. Overnight market movements: The FTSE is down 0.3% at 10,873Samp;P 500 is up at 7,767Brent crude is down 0.3% $83.62/bblGold is up 0.3% at $4,342/ozBitcoin is up 0.4% at $65,109 Ed Sheldon joins me (Roland) today. Thanks for your comments...https://www.stockopedia.com/content/daily-stock-market-report-mon-10th-august-2026-plus-mslh-nicl-esnt-1055743/https://www.stockopedia.com/content/daily-stock-market-report-mon-10th-august-2026-plus-mslh-nicl-esnt-1055743/Graham NearyFri, 07 Aug 2026 11:37:38 +0100The week ahead will see the release of two important economic data points which, in the absence of Middle East conflict, would ordinarily take centre stage. The US-Iran situation has been ongoing since the end of February, so I’ll put that to one side for the sake of this article. US CPI Inflation is always a hot topic and persistently above-target inflation is an important feature of the US economic and political landscape. Wednesday will see the release of US CPI data for July. Here’s the year-on-year change in CPI: Source: tradingeconomics.com The impact of the Iran War became really noticeable in April, when US CPI growth surged to nearly 5%, and it hasn’t softened much since then. The July reading is expected to remain flat at 4.7%. Core CPI, excluding food and energy, will be released at the same time on Wednesday. Here’s the same chart for core inflation: Source: tradingeconomics.com This is expected to come in at 2.5%, slightly lower than June’s 2.6%. Without the impact of rising fuel, it’s a much gentler inflation rate, and much closer to the Fed’s 2% target. However, the Fed doesn’t have...https://www.stockopedia.com/content/the-week-ahead-10-14-aug-economic-data-points-vs-mid-east-drama-1055686/https://www.stockopedia.com/content/the-week-ahead-10-14-aug-economic-data-points-vs-mid-east-drama-1055686/Graham NearyFri, 07 Aug 2026 11:28:46 +0100EasyJet: the takeover by Apollo has been given the green light by Sir Stelios Haji-Ioannou and his family, saying “I am pleased with Apollo's strategic intentions for the easyJet business, which aim to create more growth”. The rival bidder Castlelake has dropped out. To comply with EU airline ownership rules, the Haji-Ioannou family and other European-based investors will need to stay invested in the business - the procedures needed to satisfy regulators are only just beginning. Iran: oil has been ticking higher again, with various negative developments around the Strait of Hormuz. The latest one is that Iran now wishes to ban US and Israeli ships from the strait, and that “hostile countries” would have to pay compensation to gain access to it. This comes after Iran and Oman jointly agreed on how those two countries wish to jointly manage shipping routes in the area. President Trump said yesterday that negotiations with Iran are “moving along good”, but the US blockade of Iranian ports continues and Iran’s financial demands appear to be increasing, and so it’s difficult to see a full reopening of the Strait in the short-term. AI smart speakers: Bloomberg reports that OpenAI is planning to launch...https://www.stockopedia.com/content/daily-stock-market-report-fri-7th-august-2026-dge-wyn-sdg-gdwn-1055627/https://www.stockopedia.com/content/daily-stock-market-report-fri-7th-august-2026-dge-wyn-sdg-gdwn-1055627/Roland HeadThu, 06 Aug 2026 15:36:07 +0100One of the most persistent and obvious themes in UK politics and investing in recent times has been the combination of cost of living pressures (for consumers) and cost inflation (for businesses). I’ve read countless trading updates and results over the last year in which companies have commented on these factors. Obviously many of these concerns were real. Some of them still are. But I’ve been struck recently by the number of relatively positive updates we’ve seen from companies in the Consumer Cyclicals sector. Notable examples have included Halfords (LON:HFD), Works co uk (LON:WRKS) and Sosandar (LON:SOS) (which I covered in a Stock Pitch last week). But there have been plenty more – and they’ve often reported improved fundamentals, with margin recovery in addition to top line sales growth. Is pressure easing? Looking at a cross section of UK economic data suggests to me that the situation remains quite finely balanced. Inflation has eased over the last year, despite the spike caused by the sharp increase in energy costs in March which followed the start of the Iran conflict. However, it looks...https://www.stockopedia.com/content/screening-for-opportunities-in-uk-consumer-stocks-why-it-could-be-a-stockpickers-market-1055609/https://www.stockopedia.com/content/screening-for-opportunities-in-uk-consumer-stocks-why-it-could-be-a-stockpickers-market-1055609/Roland HeadThu, 06 Aug 2026 15:31:55 +0100Good morning. Apple increased the prices of its MacBook and iPad products by 20% yesterday, citing memory shortages caused by the AI boom. While the US firm has held off from hiking iPhone prices so far, the decision sparked a 6% drop in Apple shares yesterday over concerns that consumers would be unable to absorb higher prices. This triggered a broader sell-off in Asian indices – the Nikkei closed down nearly 5%, while Korea’s chip-heavy Kospi index closed nearly 7% lower. The AI boom has driven fantastic profits for many companies in the sector, but it is hardware intensive and global semiconductor manufacturing capacity is constrained and relatively inflexible. It may be worth watching for further company-specific impact from such shortages. Elsewhere, a number of oil tankers attempting to exit the Strait of Hormuz turned round and paused their journeys after a ship was attacked on Thursday. The International Maritime Organization has paused its evacuation programme for ships bottled up in the Strait. However, the impact on oil prices has been very limited so far. Finally, this week’s European heatwave is said to be the worst on record. It’s described by scientists as...https://www.stockopedia.com/content/daily-stock-market-report-fri-26th-june-2026-dfch-wise-devo-herc-1053309/https://www.stockopedia.com/content/daily-stock-market-report-fri-26th-june-2026-dfch-wise-devo-herc-1053309/Graham NearyWed, 05 Aug 2026 12:47:23 +0100SpaceX: The SpaceX stock price fell 7.5% after hours last night, reversing gains it had made during the day session. It dropped back to $115.98, more than 40% below its June high and also well below its IPO price of $135. The quarterly revenue number was excellent at $7.8 billion, up 92% and easily beating analyst forecasts of $6.8 billion. The loss was also much lower than expected, with EPS of minus 9 cents vs. analyst forecasts of minus 24 cents. So the headline numbers were excellent, but the stock had already rallied for 24 hours before they were released. And when you have a market cap of $1.65 trillion, with a price to sales multiple of 42x, it’s always going to be tricky to meet investor expectations.  Overnight market movements: The FTSE is up 0.3% at 10,920Samp;P 500 is up 0.4% at 7,770Brent crude (October) is down 0.8% at $78.80/bblGold is up 2.1% at $4,160/ozBitcoin is unchanged at $64,300 Roland Head joins me today. Wrapping it up there, cheers! Spreadsheet accompanying this report: link. Companies Reporting Name (Mkt Cap)RNSSummaryOur view (Author)Glencore (LON:GLEN) (£65bn | SR49)Half-Year...https://www.stockopedia.com/content/daily-stock-market-report-wed-5th-august-2026-ztf-nxt-lgen-sfor-tpfg-vid-four-1055467/https://www.stockopedia.com/content/daily-stock-market-report-wed-5th-august-2026-ztf-nxt-lgen-sfor-tpfg-vid-four-1055467/Roland HeadTue, 04 Aug 2026 12:40:19 +0100Good morning. News from the Middle East continues to confuse, with Donald Trump claiming he called off a major attack on Iran to offer the republic a “last chance” in talks “before decapitation”. Iran, for its part, has denied that it is in talks with the US but says it’s continuing to work with Oman to set up new shipping routes through the Strait of Hormuz. The oil market has digested the facts and nudged the price of crude oil a little higher overnight. Elsewhere, the FT leads with an exclusive article (paywall) looking at a $200bn “finance machine” that Google has assembled to fund demand from Anthropic for AI chips and data centres. It’s a complex story involving chip manufacturer Broadcom, various crypto data centre operators and a private-credit vehicle backed by names including Blackstone and Apollo. Ultimately, though, this appears to be vendor financing on a large and concentrated scale. The FT concludes that for Google, “$200bn of contracts [are] tied to Anthropic’s ability to pay its chip and data centre leases.” The FTSE is up 0.3% at 10,884Samp;P 500 is up 0.2% at 7,620Brent crude is...https://www.stockopedia.com/content/daily-stock-market-report-tue-4th-august-2026-ftc-cta-klr-synt-tpk-trb-sbre-ketl-xar-1055376/https://www.stockopedia.com/content/daily-stock-market-report-tue-4th-august-2026-ftc-cta-klr-synt-tpk-trb-sbre-ketl-xar-1055376/Mark SimpsonMon, 03 Aug 2026 19:57:19 +0100The StockRank jumpers articles have been a hit with subscribers, and Ed discussed these findings recently in a webinar. However, the analysis he presented isn't just a historical look at past returns, but an ongoing opportunity to find companies whose prospects may be improving. The team have added the ability to screen for recent Stock Rank jumpers, and Ed wrote an article including some recent hits. Severfield (LON:SFR) is one such company on the list, whose recent Super Stock status is driven by results released on 23 June. This is a sector I know reasonably well, having invested in its high-quality competitor, Billington Holdings (LON:BILN) , for a few years now. Perhaps the Stock Rank jump is a sign that I should consider spreading my sector investment more widely. Writing up a Stock Pitch is a great way to find out. [Disclosure: at the time of publication, the author does not hold a position in Severfield.] The Pitch Formed in 1978, Severfield (LON:SFR) is the UK's largest structural steel group and among the biggest in Europe, with total fabrication capacity of around 165,000 tonnes across five UK plants....https://www.stockopedia.com/content/severfield-steeling-itself-for-a-turnaround-jump-1055368/https://www.stockopedia.com/content/severfield-steeling-itself-for-a-turnaround-jump-1055368/