The guys walk through the latest updates from consumer stocks such as Card Factory, Greggs and Likewise, as well as forecast-beating numbers and raised guidance from cruise firms Carnival and Saga. In M&A news, Liontrust's deal to buy Hawksmoor meets with a resounding thumbs up from the market while Vesuvius's silence over its year-long pursuit by RHI Magnesita raises plenty of questions. Steve also talks through the coming $2 trillion IPO by AI leader Anthropic and what it might mean for other firms trying to list. Looking ahead, there are results from US chipmaker Micron tonight and global sportswear brand NIKE tomorrow, plus updates from PZ Cussons, JD Wetherspoon and Tribal Group, currently embroiled in a takeover battle between its major shareholders.
