Steven Frazer

London

News Editor and Technology Writer at Shares Magazine

Shares magazine's tech word basher, Spurs obsessive & Ska junkie. Winner of 2013 UK Tech Journalist of Year award LinkedIn https://t.co/raRBcss6o6

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Articles

Is $1 trillion Netflix in five years realistic?

1 week ago | sharesmagazine.co.uk | Steven Frazer

Executives aiming for $80 billion revenue by 2030Stock would need to rally to $2,335 to hit $1 trillion market capRevenue and op profit targets at 7%/9% premium to consensusExecutives at Netflix (NFLX:NASDAQ) have set a target for the streaming giant to achieve a $1 trillion market valuation by 2030, according to reports.
Nvidia to make major move to dodge Trump tariffs bullet

3 weeks ago | sharesmagazine.co.uk | Steven Frazer

Chip giant to invest hundreds of billions in US supply chainDirect response to Trump administration’s ‘America First’ policyNvidia market cap has lost more than $650 billion this yearChip firm Nvidia (NVDA:NASDAQ) plans to invest hundreds of billions of dollars in US-based semiconductor and electronics production over the next four years as it seeks to accommodate the Trump administration’s ‘America First’ manufacturing policy.
Buy now, pay later firm Klarna files for IPO despite volatility

1 month ago | sharesmagazine.co.uk | Steven Frazer

Novotel Tower Bridge, EC3N 2NR Tuesday 25 March 2025 This event will feature the following companies: abrdn Asia Focus, Polar Capital Global Financials Trust, Social Housing, Supermarket Income...
Is this the rescue deal that fallen chip giant Intel needs?

1 month ago | sharesmagazine.co.uk | Steven Frazer

Intel stock spikes 7% on possible TSMC dealTaiwanese firm looking to take over Intel’s foundry businessTSMC in talks with Nvidia, Broadcom, AMD, QualcommTaiwanese chip manufacturer TSMC (TSM:NYSE) is trying to pull together partners that could take control of Intel’s (INTC:NASDAQ) floundering foundry business, according to reports.
Analyst weighs in on ‘buy the dip’ debate as Nvidia sinks to lowest valuation since 2019

1 month ago | sharesmagazine.co.uk | Steven Frazer

Chip designer lost 5% in overnight sell-offNow trading below pre-ChatGPT launch PEGTC AI gathering could provide stock catalystWall Street’s savage sell-off overnight has left Nvidia (NVDA:NASDAQ) at its lowest valuation in years, amid Trump tariff and emerging recession threats, despite the company’s seemingly solid fundamentals.
Tesla a ‘top pick’ says Wedbush, with scope for stock to double

1 month ago | sharesmagazine.co.uk | Steven Frazer

Analyst talks up massive growth potential of AI stuffEstimates Optimus will dominate future revenuesReckons stock could double to $550Fresh after the latest Trump policy roulette, analysts at Wedbush Securities have slapped Tesla (TSLA:NASDAQ) on its ‘Best Ideas’ list, with a bold call that the share price could double over the next 12 to 18 months to $550.
How I think about my investments in the technology space

1 month ago | sharesmagazine.co.uk | Steven Frazer

Manchester Marriott Hotel Piccadilly, M1 2PG Wednesday 19 March 2025 This event will feature the following companies: EnSilica, Mercia Asset Management, NWF Group, Polar Capital Technology Trust and Smithson Investment Trust....
Mixed signals leave Dell investors with more questions than answers

1 month ago | sharesmagazine.co.uk | Steven Frazer

AI server growth projections strongRising costs will impact gross marginsStock drifts pre-market, down 10% year-to-dateAs one of the world’s biggest players in servers, the powerful computers that sit inside datacentres, Dell (DELL:NYSE) should be sitting pretty as corporates bulk up computing capacity to power AI tools, yet that doesn’t seem to be playing out as many investors might have hoped.
Is the Rolls-Royce recovery complete?

2 months ago | sharesmagazine.co.uk | Steven Frazer

Manchester Marriott Hotel Piccadilly, M1 2PG Wednesday 19 March 2025 This event will feature the following companies: EnSilica, Mercia Asset Management, NWF Group and Polar Capital Technology Trust...
Here’s why fallen chip giant Intel has surged 43% in nine days

2 months ago | sharesmagazine.co.uk | Steven Frazer

Chip stock has rallied from $19.10 to $27.39Speculation that Broadcom and TSMC are mulling bidsSplitting chip design and foundry units seen as unlocking valueIntel (INTC:NASDAQ) has been on a roll lately, the stock rallying 43% since 7 February, as rumours swirl that could be broken up and sold off.