AI opportunities galore
News covered here includes updates from several software groups which look well-placed to be beneficiaries of AI, although for the time being at least the stock market strangely thinks otherwise. Elsewhere, another highly-rated UK small cap appears to be making excellent progress in overseas markets, with a huge opportunity in the biggest market of all. Unfortunately, it’s less positive news for an innovative manufacturer of brake discs. Read on here for more on this and other news.
Surface Transforms: a fatal blow?
The 95% fall in share price in a single day suffered by Surface Transforms (AIM:SCE), a manufacturer of carbon fibre reinforced ceramic brake discs, highlights the significance of recent news and doubts over the future of this listed company.
General Motors (‘GM’), which turns out to be far and above its largest customer (although they failed to tell us until now!), representing 84% of revenues in 2025, has…
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