Big caps

Retail & consumer

Tesco most crowded long in UK retail as hedge funds stay short on fashion sector

By Ian Lyall 09:39

Tech

JP Morgan expects ASML to signal strong 2027 demand as stock trades at unjustified discount

By Ian Lyall 08:57

Health

US bank expects AstraZeneca to beat third-quarter forecasts as path clears to key lung cancer data

By Ian Lyall 08:48

Finance

Bridgepoint shares rise 7% as private equity firm upgrades earnings guidance and rebases dividend

By Ian Lyall 08:45

Utilities

Pennon launches £550m rights issue and cuts dividend as new CEO orders investment reset

By Ian Lyall 07:25

Energy

Shell upgrades Q3 production and refining outlook ahead of results

By Ian Lyall 07:22

Mining

Metlen weighs Athens listing for infrastructure arm METKA

By Ian Lyall 07:17

Industry & services

IMI to buy building automation specialist iSMA CONTROLLI for €63m

By Ian Lyall 07:14

Retail & consumer

THE BREAK-DOWN: Informa goes all-in on events with £2.24 billion Clarion deal

This is our blow-by-blow guide on the day's major stock market news

By Ian Lyall 1d

Retail & consumer

After the screaming match, come the streaming wars. Skydance is the new $100bn media giant changing the face of TV and film

By Ian Lyall 1d

Telecoms

US bank sees BT's TalkTalk rescue as start of UK telecoms consolidation

By Ian Lyall 1d

Retail & consumer

Analyst calls Informa's £2.24bn Clarion price reasonable

A Bloomberg Intelligence analyst has described the price Informa is paying for Clarion as reasonable for a scaled events operator.

By Ian Lyall 1d

Retail & consumer

Analysts doubt Sainsbury's will revisit Morrisons soon

By Ian Lyall 1d

Tech

China's Moonshot AI closes funding at $50bn valuation and targets Hong Kong IPO

By Ian Lyall 1d

Retail & consumer

Informa to buy Clarion for £2.24bn and weighs separation of Taylor & Francis

By Ian Lyall 1d

Telecoms

FIVE AT FIVE: BT rescues TalkTalk, National Grid powers up and Ithaca heads for Canada

The pick of Proactive's coverage on Monday

By Ian Lyall 2d

Retail & consumer

Tesco and Sainsbury's shrug off Lidl's strong run

By Ian Lyall 2d

Finance

IG Group shares slip again as brokers cut targets but keep faith

By Ian Lyall 2d

Telecoms

Citi says a TalkTalk takeover would barely dent BT's financials as it stays a 'seller'

By Ian Lyall 2d

Retail & consumer

UBS trims Burberry target but keeps 'buy' rating ahead of half-year results

By Ian Lyall 2d