The guys discuss the state of play with US markets and more crucially US earnings after a renaissance for chip stocks this week led by AMD and Intel. They also run through blow-out results from Computacenter, Concurrent Technologies, Frontier Developments and, more surprisingly, TheWorks, as well as the strong market reaction to each company. Dunelm on the other hand was a let-down, blaming the hot weather for weaker sales. Whether that excuse is valid we'll soon find out as earnings updates from Primark-owner Associated British Foods and electrical retailer Currys are incoming.
