The global race to develop artificial intelligence is overwhelmingly concentrated in two countries: the United States and China. This visualization uses analysis from the World Bank’s World Development Report 2026, based on Epoch AI’s model dataset from May 2026, to show where AI models are being developed.
It’s the ShareProphets Sunday Pub Quiz. There are no prizes! And no Googling!
Sunday is a good time to sit back, read, and forget about shares. Put the kettle on, find a comfy chair. You have the time, don't you?
The most read non-Tom article this week is The View From The Montana Log-Cabin As Gold Plunges Below $3,900: Panic? Never! by Nigel Somerville at number 14, or number 21 with Bearcasts.
I prepare for a bonfire party by discussing my gloom about the UK, why residential property prices are falling and will crash and end with a look at how Nationalisation of three train lines has worked out.
Provider of chartering, investment and risk management services to the shipping and energy markets, Braemar (BMS) has announced its half-year ended 31st August 2026 results including emphasising an “increased dividend reflects the board’s confidence in the outlook”. So what about the shares currently rising above 250p in response?
‘Marketing platform for customer acquisition, engagement, retention and advocacy’ group dotDigital (DOTD) has announced its year ended 30th June 2026 results and that it “is confident of delivering FY27 market expectations”. What about this from a current 55p share price after a 52.8p offer price July tip?
Having asked for readers tips for 2026 for the prize of 1/4 litre of Tom Winnifrith’s Greek Hovel olive oil (2026 harvest) HERE, the following is an update with now (just under) two months to go in the competition (to be eligible needed to have selected, on a once per username basis, one Buy and one Sell pick from the London Stock Exchange Main Market or AIM casino without by the deadline a shares suspension/cancellation announcement). And the leader is...
If you listened to myself and Barry Downes discuss how the mid terms may scupper the data centre roll out and thus prick the AI bubble you will love the cartoon below.
I feel rather tired after recording a podcast with Barry Downes but commend it to you. I consider it, inflation and being a mega bear.
In July on building, plumbing, heating and DIY products distributor Lords Group Trading (LORD), I wrote ‘“Trading Update” = a trading warning which dares not explicitly speak its name’ concluding even with the shares falling to around 13p with “recovery in our end markets is taking longer than expected” still avoid/sell. The shares most recently closed at 11.5p and what about now a “Trading Update & Banking Facility Amendments” announcement?
Barry, of Sure Valley Ventures is an AI believer and says he will have a small dabble in the Anthropic IPO. But he also says the shares may go down. we discuss that, the mid terms fall out, round tripping of sales, the likely demise of Oracle and whether the bubble is bursting big time. I think you will find this of interest.
John Ciampaglia, CEO of Sprott Asset Management says that the mining sector has moved from being ignored by institutional investors to becoming a strategic necessity, driven by commodity price breakouts, strong balance sheets, and geopolitical factors like China’s weaponization of critical minerals.
Most recently on structural steel and construction safety company Billington (BILN), in April with the shares up to 370p I questioned how confident to really be in its stated “orderbook underpins our confidence in delivering… in line with market expectations”. The shares most recently closed at 410p but what about now a “Trading Update” including it “now expects that the group’s underlying profit before tax for FY26 will be… below current market expectations”.
Crypto in treasury now AI dog Sundae Bar (SBAR) is another howler from the Bixby Edwards stable and with spiv broker Clear Capital and London’s worst Nomad, Roland “fatty” Cornish on board it has always been a stock I have warned about. Now do some maths….









