In the latest podcast, the gang talks takeaways from the inaugural Sharesify Wealth & Retirement Show, dividend heroes, Dialight (LON:DIA) and dog-wash machines. Tech expert Steven argues CoreWeave’s (NASDAQ:CRWV) results provided fresh evidence that demand for AI computing infrastructure remains exceptionally strong. However, he warns that concerns about debt and the capital expenditure required to sustain growth remain significant risks for investors. Ian discusses the strong outlook for LED lighting and opto-electronic components maker Dialight. He also singles out civil defence and security firm SRT Marine Systems’ (LON:SRT) six-fold increase in annual profit. James hails Schroder Oriental Income Fund (LON:SOI) for becoming the first Asia-focused trust to attain AIC ‘Dividend Hero’ status. He also explains why reinvested dividends can radically transform long-term returns and highlights the inflation-beating qualities of investment trust CT Progressive Income (LON:CTUK). Finally, the chaps preview results from Burberry (LON:BRBY), networking giant Cisco Systems (NASDAQ:CSCO), property play Land Securities (LON:LAND) and insurance titan Aviva (LON:AV).
