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Renewi, EVs and Nvidia | The Companies and Markets show



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We start with waste management company Renewi, which released full-year results last week. After another tough year as recyclate prices fall, our team discusses its status in the renewables market.

It’s then on to our latest cover feature, on the best way to profit from the electric vehicle transition. Who are the beneficiaries of this expanding industry? And what can investors expect to happen as the EV market grows?

Lastly, it’s on to Nvidia, the big stock of the moment. By market capitalisation, it’s now valued at $1tn, making it the sixth-largest company in the world. Is it worth the hype? And what other companies are beneficiaries of this trend in AI technology?

Dan Jones is joined by Jennifer Johnson, Mark Robinson and Arthur Sants.

Want to read the stories mentioned in the show?
Renewi resilient against cost pressures
https://www.investorschronicle.co.uk/news/2023/05/26/renewi-resilient-against-cost-pressures/

Ignore the carmakers: the best ways to profit from EVs
https://www.investorschronicle.co.uk/ideas/2023/06/01/ignore-the-carmakers-the-best-ways-to-profit-from-evs/

Is Nvidia worth the hype?
https://www.investorschronicle.co.uk/news/2023/05/30/is-the-hype-around-nvidia-warranted/

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0:00 Intro
1:03 Renewi results
12:50 Electric vehicles
23:27 Nvidia
Category
Management
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