Nvidia made headlines this week by becoming the world’s first publicly traded company to reach a $4 trillion intraday market valuation, with shares climbing to over $164 on Wednesday. The surge was driven by relentless demand for its AI-focused chips, which power everything from data centres to autonomous vehicles. Despite past dips linked to U.S. tariff concerns, the stock has rebounded sharply, gaining over 21% in 2025 alone. CEO Jensen Huang’s growing celebrity status and the company’s 70% quarterly revenue growth have further cemented Nvidia’s dominance in tech investing.
Despite past dips linked to U.S. tariff concerns, the stock has rebounded sharply, gaining over 21% in 2025 alone.
The latest Halifax index revealed that UK house prices remained flat in June, which an average cost of £296,665. However, the Royal Institution of Chartered Surveyors reported a positive shift in buyer demand for the first time since December 2024, with new enquiries rising to +3%. While short-term expectations remain cautious, a net balance of +24% of professionals anticipate price increases over the next year. The lettings market also saw steady rent expectations, though landlord exits continue to pressure supply, as data from the Bank of England revealed the number of buy-to-let mortgages were at their lowest levels in recent records, making up just 8% of mortgages, compared to over 13% in the decade to 2022.
Ofcom estimates the change could save Royal Mail £250–£425 million annually, helping it recover from a £348 million loss last year.
This week, Ofcom gave Royal Mail the green light to deliver second-class letters only on alternate weekdays starting 28 July, marking a major shift in the UK’s postal service. The reform is designed to preserve the universal service amid falling letter volumes and rising operational costs. Ofcom estimates the change could save Royal Mail £250–£425 million annually, helping it recover from a £348 million loss last year. Alongside the delivery changes, new minimum standards have been introduced: 99% of mail must arrive no more than two days late, a response to persistent delays and missed targets that led to a £10.5 million fine in 2024.
Our specialist's final thought
"The overhaul follows the £3.6 billion acquisition of Royal Mail’s parent company, IDS, by Czech billionaire Daniel Křetínský, who has pledged to restore the service’s financial health."
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