Apple, Amazon, Diageo & Rolls Royce!

Playing FTSE

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► Episode Notes:

Who’s had an accident with the black treacle? Find out on this week’s PlayingFTSE Show! Some weeks, it’s hard to know what to talk about on the show because the stock market has been quiet. This isn’t one of those weeks. There have been earnings reports coming from all corners and stocks making big moves in either direction. Steve and Steve have a lot on their minds, so here we go. There’s a lot that we couldn’t look at as closely as we might have, just because there’s so much going on elsewhere. But we’ve made a list and decided to blaze over it all quickly with a headline and a key point. Meta, Intel, Pfizer, Nintendo, and Croda all came out with updates this week. Some were good, some were bad, and one was downright ugly – spoiler: the ugly one was Intel… Amazon’s earnings didn’t go over well with the market and the stock is falling as a result. Revenues were down due to consumer switching, but the business is showing growth in all the right places. Beneath that, there’s an awful lot going on that Steve D has been paying attention to. With a close look at the details of what the company is working on, could this be a buying opportunity for either Steve? Steve W has been looking at Apple. The report wasn’t hugely surprising as services revenue grew and iPhone sales fell mostly due to a weak performance in China. These are all themes we’ve seen before and the stock market seemed ok with the news. But is an iPhone supercycle on the way with the latest AI features ready to be unleashed? Diageo shares went down, then up, then down again after the latest earnings release. Weak performances in the US, Latin America & the Caribbean, and Africa led to a decline in sales. Was this such a big surprise, though? Steve W doesn’t think so and Steve D has been taking a closer look at the new CEO’s plans to reinvigorate growth across the product range. Shares in Rolls-Royce jumped 10% after the latest trading update. We could talk about LTSAs, flying hours, and small modular reactors – but who cares, the company’s paying a dividend. At least, it is from 2025. Steve W has been looking at what this might amount to for shareholders and whether it’s worth getting dividend investors excited about future passive income. Only on this week’s PlayingFTSE Podcast!

► What We Consumed This Week:

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► Timestamps:

0:00 Intro & Our Weeks

6:41 Quickfire

24:10 Amazon

43:28 Apple

54:34 Diageo

1:10:18 Rolls Royce

► Show Notes:

What’s been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that’s accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy

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