The team discuss AMD, AMAT, ARM, BRBY, CSCO, DGE, FTC, JD., SHEL plus Investment Trusts HRI and SSIT

Steve talks us through AMD and ARM results and looks ahead to Applied Materials and Cisco. James runs through the JD Sports update, the latest news from investment trusts Herald and Seraphim, and upcoming releases from Burberry, Compass, Imperial Brands and Watches of Switzerland. Ian asks whether value investors ought to take a fresh look at Diageo and Shell.