

The chaps embark on their third pod in three days, picking up on results from Domino's, Genuit, Mulberry, Virgin Wines and Wickes among others. There's also a recap of recent corporate activity, with Ashtead Technology agreeing a final cash offer of 615p per share, Plus500 making an acquisition in Brazil, Gulf Keystone agreeing a merger and International Biotechnology Trust receiving its ninth buyout this year, kudos to the managers. Steve explains why the AI trade has been restored at least for now by results from Super Micro Computer and SpaceX, and looks forward to the rest of this week's earnings from IBM, LAM Research, Meta Platforms, Tesla and Texas Instruments. Meanwhile, James looks ahead to earnings from 'romantasy' publisher Bloomsbury, motor dealer Inchcape and grocery firm Sainsbury's, and Ian flags Barclays' report on Thursday, with the shares languishing at a six-month low after a particularly poor Q3.



