The guys delve into record results from UK engineering group Goodwin and wonder what's next for shareholders after the sale of its Engineering division. They also look into the latest earnings updates from bicycle and car spares seller Halfords and build-to-rent developer Watkin Jones. There's a mini deep dive into Nvidia results, with a focus on the firm's growth prospects and valuation, as well as this week's updates from Autodesk, Crowdstrike and Intuit. Finally, the team look ahead to next week's results from UK distributor Bunzl, upmarket retailer Watches of Switzerland and US chipmaker Broadcom, which by rights ought to raise guidance in line with rising demand from the hyperscalers.
