DeepSeek, Tesco & AJ Bell: The Companies and Markets Show

Our panel kick off the podcast with a rundown of the latest news from the AI world. Chinese-owned DeepSeek’s smarter and more sustainable design helped knock half a billion dollars from Nvidia’s (NVIDIA) market cap. The panel discuss what comes next for AI stocks and return-hungry investors. It’s then on to Michael Fahy to chat about this week’s main feature on Tesco (TSCO). Michael explores how the supermarket's position has changed over the past few years, the mistakes it has made along the way and what comes next. Last up Val Cipriani and Julian Hoffman discuss AJ Bell’s (AJB) recent trading update. Listen to find out how the Budget has impacted the investing platform and how investors should consider the stock moving forward.Timestamps 1:17 DeepSeek13:01 Tesco28:04 AJ BellClaim your first 12 weeks of Investors' Chronicle Print + Digital for just £12. You will get instant access to our website and app, plus the magazine delivered to your door every week. To start your trial, visit www.investorschronicle.co.uk/podcasttrial *After your 12-week trial you will pay just £62 every 13 weeks by direct debit. If you’re not entirely satisfied, you can cancel up to 5 business days before your renewal date and only pay the £12 already debited. This offer is for UK subscribers only.Investors' Chronicle has supported private investors in the UK for over 160 years by highlighting rewarding investment opportunities. Investors' Chronicle is a service by the Financial Times. Hosted on Acast. See acast.com/privacy for more information.