DeepSeek, Tesco & AJ Bell: The Companies and Markets Show

Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design helped knock half a billion dollars from Nvidia’s (NVIDIA) market cap. The panel discuss what comes next for AI stocks and return-hungry investors. 

It’s then on to Michael Fahy to chat about this week’s main feature on Tesco (TSCO). Michael explores how the supermarket's position has changed over the past few years, the mistakes it has made along the way and what comes next. 

Last up Val Cipriani and Julian Hoffman discuss AJ Bell’s (AJB) recent trading update. Listen to find out how the Budget has impacted the investing platform and how investors should consider the stock moving forward.

Timestamps 

1:17 DeepSeek

13:01 Tesco

28:04 AJ Bell

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