AI stocks, UK housebuilders and the H2 outlook with Marc Kimsey

The UK Investor Magazine is joined by Marc Kimsey, Director at F&O Research, to review the first half of 2026 and look ahead to the rest of the year. Download H1 Review 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…