Everything you need to know about Microsoft, the big Nvidia versus Arm challenge, and what the latest inflation and GDP figures mean for interest rate cuts

There is a big tech theme running through this week’s edition of the AJ Bell Money & Markets podcast. Dan Coatsworth explains how investors have been piling into Arm Holdings as a new way to play the artificial intelligence theme, while Nvidia has leapfrogged Alphabet to become the third largest company on Wall Street by market value. This week’s special guest is George Dent who is part of the investment team managing the BNY Mellon Long-Term Global Equity Fund. He gives a fascinating interview about everything to do with Microsoft and why it remains so popular with investors. We’ve had a wealth of new data on inflation and the economy which have significant implications for the direction of interest rates. Laith Khalaf examines the data and what might happen next for savers, borrowers and investors. Dan considers what The Body Shop’s UK operations going into administration means for shoppers and the retail sector. Laith talks through the reasons behind Bitcoin rising above the $50,000 level and he also reveals the steps investors are taking to avoid losing more of their gains to the taxman from 6 April.

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