Join the team as they reveal why it's a good day for chip lithography machine maker ASML, a key beneficiary of the AI capex trade, and why yesterday was a bad day for IBM causing the shares to lose 25% of their value. There are also blowout results from US banks, including JPMorgan Chase and Goldman Sachs, and an upgrade to Q2 forecasts from energy giant BP on the back of higher oil and gas prices. The guys also discuss UK consumer names including Dr Martens, Sosandar and ME Group, which is diversifying into dog washing machines of all things. Finally, there's a look ahead to results from Dunelm, Frasers and US media firm Netflix.
