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The Market Wire

Thursday, 22 October 2026

  1. Anthropic opens waitlist for background AI agent Claude Duet

    Anthropic has opened a waitlist for Claude Duet, a research preview that lets its Claude assistant keep working while users are away, according to Tech Crunch.

  2. Walmart lets AI agents shop and checkout on its behalf

    Walmart introduced tools that let AI agents search for products and complete purchases on behalf of shoppers, according to Reuters.

  3. Tesla earnings beat puts SpaceX merger speculation back in focus

    Tesla Inc (NASDAQ:TSLA) is giving investors two big things to consider: a stronger-than-expected earnings report and the possibility of joining forces with…

  4. Meta shares slide, but analysts see upside in Muse and advertising

    Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is winning over Wall Street with a combination of resilient advertising growth and early traction for its…

  5. Nasdaq dragged lower as Facebook owner's spending spooks the Street

    Technology stocks bore the brunt of a broad market sell-off on Thursday, with the Nasdaq Composite falling 1.6% as semiconductor shares led the retreat and…

  6. Meta shares slide 7% as spending startles twitchy investors

    Meta's shares fell around 7% in early trading on Thursday, wiping $116 billion from the value of the Facebook owner.

  7. RBC flags downside risks for gold shares ahead of quarterly results

    Gold-mining shares face a mixed third-quarter reporting season as lower bullion prices and elevated operating costs squeeze margins, while investors look for…

  8. Pichai rebuffs Trump bid to rename the Atlantic Ocean

    President Donald Trump said he called Google chief executive Sundar Pichai to discuss renaming the Atlantic Ocean, according to the Washington Post.

  9. Taiwan's tech factories are flashing green, and AI is why

    Taiwan sits at the heart of the global technology industry.

  10. The box that could crack the green hydrogen problem

    A London-based start-up believes its novel solid oxide technology can make green hydrogen commercially viable at last.

  11. Barclays profit rises but misses forecasts as UBS keeps 'buy' rating

    Barclays PLC (LSE:BARC) retained a 'buy' rating from UBS with a 590p price target despite weaker fixed-income trading contributing to a softer-than-expected…

  12. LSEG backed by brokers after guidance upgrade and Octus deal

    London Stock Exchange Group PLC (LSE:LSEG) received backing from Jefferies and UBS after raising its 2026 guidance and announcing the $3.5 billion acquisition…

  13. Nasdaq futures slide 1.7% as oil spike and earnings jitters rattle tech stocks

    Nasdaq futures are pointing sharply lower ahead of Thursday's open, with contracts on the tech-heavy index down 1.7% as semiconductor stocks reverse…

  14. SpaceX is building an AI supercomputer bigger than anything the world has seen

    SpaceX is building one of the largest artificial intelligence supercomputers in the world, and it is doing so at a pace that has surprised even the analysts…

  15. Sainsbury raises profit guidance as grocery sales growth slows

    J Sainsbury PLC (LSE:SBRY), the UK supermarket group, raised the lower end of its annual retail operating profit guidance after first-half earnings beat…

  16. XP Power upgraded to 'buy' by Deutsche Bank as price target rises 63%

    XP Power Ltd (LSE:XPP), the power control systems manufacturer, has been upgraded to 'buy' from 'hold' by Deutsche Bank, which raised its price target to…

  17. Cavendish rates Ilika a 'buy' with a 118p target as it launches ORKA brand for underwater batteries

    Cavendish, the broker, rates Ilika PLC (AIM:IKA, OTCQX:ILIKF, FRA:I8A), the AIM-listed solid state battery developer, a 'buy' with a target price of 118.0p…

  18. Camellia shares fall over 7% as rising costs and weak avocado prices deepen trading woes

    Shares in Camellia (LSE:CAM), the AIM-listed agricultural group, fell over 7% to 5,300p on Thursday, down 450p from the previous close of 5,750p, after it…

  19. Jackdaw approval signals new era for UK oil and gas development

    The UK government's decision to approve the Jackdaw gas field has opened the door for a wave of new domestic energy developments, with analysts at Shore…

  20. Inchcape shares fall 7% as Australian weakness cuts margin outlook

    Inchcape PLC (LSE:INCH), the automotive distributor, fell 7% to 642p on Thursday after weak Australian trading forced it to lower its full-year operating…

  21. Invinity Energy Systems shares plunge 38% despite £25 million fundraising

    Invinity Energy Systems PLC (AIM:IES, OTCQX:IESVF, AQSE:IES) shares dropped 38% to 11p on Thursday, after the company confirmed a £25 million fundraising…

  22. FTSE 100 LIVE: London firmly in the red as miners lead the losers' board Update

    The FTSE 100 fell 80 points on Thursday morning as a renewed sell-off in French government bonds and sliding metals prices dragged on London's blue-chip index.

  23. Inchcape shares fall 9% as Australia weakness forces margin cut

    Inchcape, the global automotive distribution group, fell 9% to 631p after a sharp deterioration in its Australian business forced the company to cut its…

  24. LSEG shares jump 4% as Octus deal and raised guidance impress City

    London Stock Exchange Group shares rose 4% to 9,114p after the financial markets infrastructure company raised its full-year guidance and announced the $3.5…

  25. Gold miners brace for mixed third-quarter results as falling prices squeeze margins

    Gold producers are heading into third-quarter reporting season facing a second consecutive quarter of margin compression, as lower realised prices and stubborn…

  26. UBS flags FICC miss as Barclays shares hold steady despite profit beat

    Barclays shares were flat after third-quarter results that beat on profit before tax but missed on income, with weakness in the investment bank's fixed income…

  27. European airlines stay consensus short, but EU consolidation theme draws investor interest

    European airline stocks remain broadly out of favour with investors, but positioning has improved slightly week-on-week and consolidation across the sector is…

  28. Sainsbury's shares fall 4% as softer second-quarter grocery growth clouds half-year beat

    Sainsbury's shares fell 4% to 345p after the supermarket's half-year results revealed a slowdown in grocery sales growth in the second quarter that…

  29. Deutsche Bank upgrades XP Power to buy as semiconductor orders surge

    Deutsche Bank has upgraded XP Power, the power conversion equipment maker, to 'buy' from 'hold' and raised its target price from 1400p to 2285p, implying 30%…

  30. Rentokil shares jump 8% as $200 million buyback and steady third quarter reassure investors

    Shares in Rentokil Initial PLC (LSE:RTO), the FTSE 100 pest control and hygiene group, rose 8% to 337.70p on Thursday morning, a gain of 23p from Wednesday’s…

  31. MARKETS LIVE: Miners lead London lower as oil climbs Update

    Mining shares led London lower on Thursday as falling gold and copper prices added to wider concerns about rising energy costs and interest rates.

  32. Bloomsbury shares fall over 5% as first-half profit drops 30% on weaker consumer sales and lower AI income

    Shares in Bloomsbury Publishing PLC (LSE:BMY), the FTSE 250 publisher of the Harry Potter books, fell over 5% to 636.00p on Thursday morning, a drop of 36.00p…

  33. Brokers back Rentokil as shares jump 9% on buyback and reassuring trading update

    Rentokil Initial shares surged 9% after the pest control and hygiene group announced a $200 million share buyback and said it expected full-year profit in line…

  34. Miners sink as weaker copper prices and rising inventories hit London stocks

    Mining shares were hit hard in London on Thursday as weaker copper prices, rising metal inventories and company-specific pressures triggered broad selling…

  35. FTSE 100 LIVE: London 69 points in the hole as miners lead the losers' board Update

    The FTSE 100 opened almost 70 points in the red, led lower by the mining sector.

  36. AJ Bell says customer numbers rose 24% to 796,000 as record inflows lift assets to £126 billion

    AJ Bell PLC (LSE:AJB), the Manchester-based investment platform, said customer numbers rose by 152,000, or 24%, to 796,000 in the year to 30 September, while…

  37. MARKETS LIVE: London opens sharply lower as miners weigh Update

    London stocks opened sharply lower on Thursday as weakness across Asian markets and rising oil prices unsettled investors.

  38. Rentokil announces $200 million share buyback as third-quarter organic revenue grows 3.4%

    Rentokil Initial PLC (LSE:RTO), the pest control and hygiene services group, announced a $200 million share buyback on Thursday and reported third-quarter…

  39. Valereum secures security over US mining assets

    Valereum PLC (AQSE:VLRM, FRA:6TJ, OTCQB:VLRMF) has secured and registered a US$300 million first fixed charge over a portfolio of US mining assets and…

  40. Renishaw says first-quarter revenue jumped 47% to a record £251.8 million on chip and defence demand

    Renishaw PLC (LSE:RSW), the precision measuring and manufacturing systems maker, reported revenue of £251.8 million for the three months to 30 September, up…

  41. AstraZeneca wins US approval for Ultomiris in rare kidney disease

    AstraZeneca's rare disease unit Alexion has secured accelerated US approval for Ultomiris in immunoglobulin A nephropathy (IgAN), a rare inflammatory kidney…

  42. Metals One targets full control of South African gold business in all-share deal

    Metals One PLC (AIM:MET1, FRA:HT7, OTCQB:MTOPF), the critical and precious metals developer, has agreed to acquire full ownership of South African gold and…

  43. IP Group cheers investor interest in spin-outs, calls for more supportive Govt backing

    UK university spinouts attracted £1.56 billion of investment in the first half of 2026, but funding for new ventures collapsed by more than two-thirds…

  44. IHG backs full-year expectations as third-quarter growth accelerates

    InterContinental Hotels Group PLC said global revenue per available room growth accelerated to 5% in the third quarter as strong demand in the Americas and…

  45. Ilika launches ORKA product family as interest in new battery applications grows

    Ilika PLC (AIM:IKA, OTCQX:ILIKF, FRA:I8A) is targeting new commercial opportunities in defence and marine markets with the launch of ORKA, a dedicated brand…

  46. Rathbones assets rise 7% as wealth management returns to inflows

    Rathbones Group PLC (LSE:RAT, OTC:RTBBF) reported a 7% increase in funds under management and administration to £121.1 billion as its core wealth management…

  47. Rathbones posts net inflows in wealth management for second straight quarter

    Rathbones Group, the FTSE 250 wealth manager, attracted net inflows into its wealth management business for a second consecutive quarter, as funds under…

  48. IHG accelerates RevPAR growth to 5.3% in third quarter and backs full-year consensus

    InterContinental Hotels Group (IHG) reported an acceleration in revenue per available room to 5.3% in the third quarter, up from 4.6% year-to-date, and said it…

  49. Arrow Exploration hits record production thanks to latest wells

    Arrow Exploration Corp (TSX-V:AXL, AIM:AXL, OTC:CSTPF) has pushed production to a record high of more than 6,500 barrels of oil equivalent per day (boe/d)…

  50. Sainsbury’s raises profit outlook after first-half growth

    J Sainsbury PLC (LSE:SBRY) raised the lower end of its full-year profit guidance after first-half operating profit increased 4% as grocery volume growth and…

  51. LSEG raises 2026 guidance and agrees $3.5 billion Octus deal as third-quarter income rises 8.8%

    London Stock Exchange Group PLC (LSE:LSEG), the FTSE 100 exchange and data provider, is on track for its strongest annual organic revenue growth since 2018…

  52. Sainsbury's raises profit guidance as grocery growth offsets Argos drag

    J Sainsbury has raised the lower end of its full-year profit guidance after delivering underlying operating profit growth of 3.6% in the first half.

  53. Barclays announces £500m buyback as third-quarter profits rise 12%

    Barclays, the FTSE 100 bank, delivered a return on tangible equity (RoTE) of 11.7% in the third quarter and announced a fresh £500 million share buyback…

  54. AJ Bell hits record £126 billion in assets as customer numbers surge past 750,000

    AJ Bell, the Manchester-based investment platform, ended its financial year with a record £126 billion in platform assets under administration (AUA) after…

  55. London Stock Exchange to buy credit data group Octus for $3.5bn as trading hits record high

    London Stock Exchange Group (LSEG) has agreed to buy Octus, a provider of credit intelligence and analytics, for $3.535 billion in cash.

  56. FTSE 100 LIVE: London set to start in the red after Asian tech sell-off

    London is set to open 55 points lower, according to spread betting firms, as a wave of profit-taking in technology stocks swept across Asian markets despite a…

  57. MARKETS LIVE: London set to open lower as Asian technology shares slide

    London is set to open lower on Thursday as a sharp retreat across Asian technology shares outweighs an earnings-led advance on Wall Street.

  58. Barclays profit rises 12% as bank launches £500 million buyback

    Barclays PLC (LSE:BARC) reported a 12% rise in third-quarter pre-tax profit to £2.3 billion and announced a new £500 million share buyback as higher income and…

  59. Asian markets slide as tech selling hits South Korea and Hong Kong

    Asian markets were broadly weaker on Thursday as investors took profits in technology stocks despite a positive Wall Street lead, while oil above US$110 a…

  60. BHP, Rio Tinto and Fortescue hit multi-month lows as miners come under pressure

    BHP Group Ltd (LSE:BHP, ASX:BHP), Rio Tinto Ltd (LSE:RIO, ASX:RIO, OTC:RTNTF) and Fortescue Ltd (ASX:FMG) shares have fallen to multi-month lows as weaker iron…