{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5b0fd1107b67904376d520f7/6a51df13a410914b588fc74c?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"AI stocks, UK housebuilders and the H2 outlook with Marc Kimsey","description":"<p>The UK Investor Magazine is joined by Marc Kimsey, Director at F&amp;O Research, to review the first half of 2026 and look ahead to the rest of the year.</p><p><br></p><p><a href=\"http://fo-research-xeej6r.subscribepage.io/\" rel=\"noopener noreferrer\" target=\"_blank\">Download H1 Review</a></p><p><br></p><p>Marc shares his take on the recent AI wobbles and whether the sell-off marks a healthy pullback or the end of a bubble, before exploring where the winners and losers of the AI spending boom could emerge. The conversation turns to the UK market and whether British stocks deserve a place in portfolios for stability, along with the housebuilders’ comeback and whether the sector’s recovery has further to run.</p><p><br></p><p>Marc also reflects on AST SpaceMobile, one of F&amp;O’s top performers this year, and discusses whether the space trade has legs following SpaceX’s record-breaking IPO. We then consider the prospects for Anthropic and OpenAI listings and whether recent volatility could see them hold off.</p><p><br></p><p>Marc finishes with his top picks for 2026.</p><p><br></p><p>Listeners can enjoy 50% off F&amp;O Research using the discount code ‘<strong>UKIM2026</strong>‘ at checkout.</p><p><br></p><p><a href=\"http://www.fandoresearch.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Secure your 50% off here.</a></p>","author_name":"UK Investor Magazine"}