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The Market Wire

Monday, 26 October 2026

  1. Apple's OLED iPad mini starts at $699 with A20 Pro chip and water resistance

    Apple has unveiled a redesigned iPad mini with an OLED display, its A20 Pro chip and an IP67 rating for water and dust resistance, and says it is the model's…

  2. OpenAI adds Terra to its GPT-6.1 model lineup

    OpenAI has released GPT-6.1 Terra, a medium-sized model the company positions between its cheapest and most capable offerings, now available through ChatGPT…

  3. Apple's iOS 27.2 gives Siri AI memory, more personal data and five new languages

    Apple is rolling out iOS 27.2 today, adding conversation recall to Siri AI and extending it to five more languages.

  4. Hedge funds slash tech exposure as AI trade wobbles

    Hedge funds sold technology stocks last Thursday at their fastest pace in two years, in what Goldman Sachs strategist Tony Pasquariello described as Wall…

  5. Microsoft fixes Surface Laptop Ultra flickering and slow reboots within a week of launch

    Microsoft has released a firmware update for its new Surface Laptop Ultra within six days of retail availability, after reviewers criticised its slow reboot…

  6. Accelevation's SkyBridge bookings strengthen Bank of America's bullish outlook

    Bank of America has initiated coverage of Accelevation, a data centre equipment manufacturer, with a 'buy' rating and a $20 price target, citing strong demand…

  7. Anthropic IPO filing warns AI harm could exceed insurance industry's capacity and raises possibility of sentience

    Anthropic's IPO prospectus warns that harm caused by AI systems could be so catastrophic that the entire insurance industry could not cover it, according to…

  8. Autonomous excavator startup Bedrock Robotics raises $600m as paid deployments expand

    Bedrock Robotics, the two-year-old developer of autonomous excavators, has raised $600 million in a Series C round that values it at $4.1 billion.

  9. Apple confirms iPhone Duo screens are cracking, points owners to AppleCare

    Three days is not long for a new flagship to develop a reputation.

  10. Anthropic IPO filing lays bare explosive growth

    Anthropic (Unlisted (US):ANTHRO) has filed for a Nasdaq listing that could become the largest initial public offering in history, putting its rapid revenue…

  11. Microsoft opens buyouts to 60,000 workers to fund AI push

    Microsoft is offering voluntary buyouts to about 60,000 employees, roughly a quarter of its 223,000-person global workforce, as it pours more money into…

  12. Disney patents AI characters that bond with guests over shared memories

    Disney Enterprises has won approval for two patents covering AI-powered characters designed to form emotional bonds with theme park guests by drawing on their…

  13. Oracle pushes deeper into agentic AI ahead of investor day

    Oracle unveiled a set of enterprise agentic artificial intelligence tools, Fusion Cloud automation features and a security framework called Deep Trust at its…

  14. Tesla brings Full Self-Driving to Turo rentals

    Tesla has struck an integration with car rental marketplace Turo that lets US renters search specifically for Teslas running Full Self-Driving (Supervised)…

  15. Anthropic files for IPO to eclipse SpaceX record, iPhone Duo resale premiums shrink in China, Google, Amazon, Meta Platforms - Big Tech Report

    Anthropic filed paperwork on Monday for a Wall Street listing that could become the largest IPO on record, surpassing SpaceX's $86bn raise in June.

  16. Microsoft offers voluntary buyouts to about 60,000 employees

    Microsoft Corp (NASDAQ:MSFT) is offering voluntary buyouts to roughly 60,000 employees as it works to cut costs amid growing adoption of artificial…

  17. Analysts flag compute and control risks in Anthropic's IPO filing despite 'eye popping' growth

    Analysts at Yorkville Ives have flagged a series of "concerning (not unexpected)" risk factors in Anthropic's IPO filing, led by its dependence on cloud…

  18. Tesla rises after Barclays upgrade highlights potential SpaceX merger

    Tesla Inc (NASDAQ:TSLA) climbed 6% to $395 on Monday after Barclays upgraded the stock and raised its price target, citing a potential merger with SpaceX Corp…

  19. Shore Capital urges calm after latest retail data

    Shore Capital has told investors not to hit the panic button on UK retail, despite a sharp slump in consumer confidence.

  20. UBS raises RELX price target as AI emerges as growth enabler

    UBS has raised its price target for RELX PLC (LSE:REL) to 3,780p from 3,600p and reiterated its 'buy' rating as artificial intelligence increasingly appears to…

  21. Panmure Liberum backs Kistos as $50 million bond tap strengthens growth funding

    Panmure Liberum has reiterated its 'buy' rating on Kistos PLC (AIM:KIST), the oil and gas producer, after a $50 million bond tap strengthened its funding…

  22. Inchcape remains undervalued despite Australia setback, says Jefferies

    Jefferies has retained its 'buy' rating on Inchcape PLC (LSE:INCH), the automotive distributor, arguing that the shares undervalue its medium-term growth…

  23. IG Group's growth strategy wins broker backing, but delivery proof may wait until 2027

    IG Group Holdings Plc (LSE:IGG), the online trading platform operator, has won renewed support from UBS and Jefferies after outlining a strategy to expand…

  24. Flutter’s US gambling revenue on track as promotional spending falls, says Jefferies

    Jefferies expects Flutter Entertainment PLC (LSE:FLTR, NYSE:FLUT), the owner of FanDuel, to deliver US net gaming revenue of $1.483 billion in the third…

  25. Jersey Oil & Gas wins North Sea sentiment boost from Jackdaw consent

    Cavendish has reiterated its 'buy' rating and 537p price target on Jersey Oil and Gas PLC (AIM:JOG, OTC:JYOGF), the North Sea-focused exploration and…

  26. Anthropic's IPO: what happens next now the S-1 is public

    Anthropic has put its books on the table.

  27. Anthropic files for Nasdaq listing as first-half revenue hits $16.3bn

    Anthropic has publicly filed to list on the Nasdaq, disclosing revenue of $16.3bn for the first half of 2026.

  28. Meta launches $35 billion share offerings as AI spending surges

    Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has launched $35 billion in equity offerings and plans a further $60 billion share-sale program as it…

  29. SpaceX's $40 billion debt raise is the right strategic move in the AI arms race, analysts reckon

    SpaceX's $40 billion debt financing for graphics processing units (GPUs) is the right strategic move to build out its hyperscaler footprint, according to Dan…

  30. Anthropic moves toward public filing for mega IPO

    Anthropic intends to file publicly for an initial public offering at around 9am in New York on Monday, Bloomberg reported, citing people familiar with the…

  31. Meta's $95 billion equity raise should not surprise the Street, says leading tech analyst

    Analyst keeps Outperform rating and $920 price target as Meta adds equity to debt to fund AI compute.

  32. Nasdaq futures edge up as tech looks to recover from sell-off

    Futures on the Nasdaq-100 rose about 0.4% on Monday as tech stocks tried to recover from last week's sell-off.

  33. Anthropic reportedly se to file publicly for IPO today as record debut nears

    Anthropic plans to file publicly for an initial public offering today at around 9am in New York (2pm UK), according to Bloomberg, which cited people familiar…

  34. Could Currys could be a takeover or merger target?

    Analysts at RBC Capital Markets see scope for further consolidation among European consumer tech retailers and have reiterated an 'outperform' rating on Currys…

  35. Stifel keeps Greatland at buy with 670p target after quarter beats consensus

    Stifel has reiterated its 'buy' rating and 670p price target on Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, FRA:G8G, ASX:GGP) after the gold producer's…

  36. Catenai investee Alludium wins first paying customer as shares jump 32%

    Shares in Catenai PLC (AIM:CTEA), the technology services provider, rose 32% to 0.076p after its investee company Alludium signed its first paying customer.

  37. Flutter on track to meet US guidance as lower promotional spending eases miss fears, says Jefferies

    Jefferies analysts say Flutter Entertainment's US business is tracking in line with third-quarter guidance, after earlier estimates had pointed to a miss.

  38. Polymarket traders cool on $2 trillion Anthropic IPO, with odds of a $2 trillion debut slipping to 42%

    Traders on Polymarket, the prediction market platform, now put the chance of Anthropic closing its first day of trading above a $2 trillion market value at…

  39. Shore Capital tells investors not to panic over UK retail as consumer confidence tumbles

    Shore Capital has told investors not to hit the panic button on UK retail, despite a sharp slump in consumer confidence.

  40. HeLIX Exploration kicks off new drill programme at Rudyard - UPDATE Update

    Shares in Helix Exploration PLC (AIM:HEX, OTCQB:HHEXF) jumped 13% to 31pm after it announced it has begun drilling another helium well at its Rudyard project…

  41. Sareum shares plunge as much as 49% after discounted £3.2 million fundraise

    Sareum Holdings PLC (AIM:SAR) shares fell as much as 49% to an intraday low of 14p after trading resumed on AIM following a £3.2 million fundraising priced at…

  42. FTSE 100 LIVE: London opens higher after as Computacenter sets the pace Update

    The FTSE 100 rose 56 points, or about half a per cent, to 10,746 in early trading as oil prices eased from a six-month high.

  43. MARKETS LIVE: Financials and industrials lift London as mid-caps and AIM outperform Update

    The FTSE 100 climbed 49 points, or 0.5%, to 10,739 as the early advance broadened across financial, industrial and mining shares.

  44. Man Group shares jump 4% as Meiji Yasuda deepens partnership and eyes 5% stake - UPDATE Update

    Man Group PLC (LSE:EMG) shares jumped around 4% to 326p on Monday after Meiji Yasuda Life Insurance Company expanded its strategic partnership with the asset…

  45. Is Currys a takeover target as European electricals retailers consolidate?

    Analysts at RBC Capital Markets see scope for further consolidation among European consumer tech retailers, and have reiterated an "outperform" rating on…

  46. Peel Hunt backs Computacenter as shares jump 6% on profit upgrade

    Peel Hunt has reiterated its 'buy' rating on Computacenter PLC (LSE:CCC) after the technology group upgraded 2026 adjusted pre-tax profit guidance by 12%…

  47. Rome Resources unearths new opportunity at its New Brunswick project

    Rome Resources Plc (AIM:RMR) has identified a 2.6-kilometre tin-bearing mineralised zone at its New Brunswick project in Canada, strengthening evidence that…

  48. 88 Energy continues to advance farm-out talks over Alaska assets

    88 Energy Ltd (AIM:88E, ASX:88E, OTCQB:EEENF, FRA:POQ), in its quarterly report, highlighted to investors that (as previously announced) it has received…

  49. MARKETS LIVE: London opens higher as Computacenter surges on AI demand Update

    The FTSE 100 opened 12 points, or 0.1%, higher at 10,703 as gains across technology infrastructure, mining and financial shares offset wider caution.

  50. Plus500 shares jump 5% as Panmure sees further upside

    Plus500 Ltd (LSE:PLUS) shares jumped nearly 5% to 3,444p on Monday after a strong third-quarter update prompted Panmure Liberum to reiterate its 'buy' rating…

  51. Quantum Helium boosted by US decision to designate helium as a critical material

    Quantum Helium Ltd (AIM:QHE) has welcomed the US government's decision to designate helium as a critical material, a move that could open new federal funding…

  52. Panthera Resources sets December hearing for $1.58bn arbitration claim against India

    Panthera Resources, the gold explorer with assets in West Africa and India, said the written phase of its arbitration against India is complete, with a hearing…

  53. HeLIX Exploration kicks off new drill programme at Rudyard

    HeLIX Exploration PLC (AIM:HEX, OTCQB:HHEXF) announced it has begun drilling another helium well at its Rudyard project in Montana, advancing its production…

  54. Atlantic Lithium clears way for Huayou to fund Ewoyaa development in Ghana

    Atlantic Lithium Ltd (AIM:ALL, ASX:A11, OTCID:ALLIF) has completed the transfer of Elevra Lithium Limited’s rights in the Ewoyaa Lithium Project in Ghana to…

  55. Foresight Environmental Infrastructure sells remaining anaerobic digestion stake for £104m

    Foresight Environmental Infrastructure (LSE:FGEN), the listed investor in UK and European environmental assets, has sold its remaining 49% interest in six…

  56. Plus500 lifts 2026 outlook after strong third-quarter growth

    Plus500 Ltd (LSE:PLUS) expects 2026 revenue and underlying earnings to exceed current market expectations after strong third-quarter growth in revenue…

  57. Man Group deepens Meiji Yasuda ties with $1.3 billion commitment and potential 5% stake

    Man Group PLC (LSE:EMG) has expanded its strategic partnership with Meiji Yasuda Life Insurance Company, which plans to commit around $1.25 billion to its…

  58. Safestay warns of liquidity pressure as trading stays below expectations

    Safestay, the hostel operator, said year-to-date trading remains below the board's original expectations and that its liquidity is under pressure over the…

  59. GSK rectal cancer drug clears tumours in 76% of patients without surgery or chemotherapy

    GSK, the FTSE 100 drugmaker, said its immunotherapy Jemperli (dostarlimab) produced a complete response in 76% of patients with a genetically defined form of…

  60. Hutchmed lung cancer combination cuts risk of death by 32% in phase III trial

    Hutchmed, the Hong Kong-based cancer drug developer, said its drug Orpathys (savolitinib) combined with AstraZeneca's Tagrisso (osimertinib) cut the risk of…

  61. Computacenter raises profit outlook as record order backlog hits £12.6bn

    Computacenter, the FTSE 100 technology services provider, has raised its full-year profit guidance after a third quarter that beat its own expectations.

  62. MARKETS LIVE: FTSE 100 set for firmer start as oil retreats

    The FTSE 100 is set for a firmer start to the week, with futures up 0.2% at around 10,737 ahead of the opening bell.

  63. Quadrise launches strategic review to speed adoption of its fuel technology

    Quadrise PLC (AIM:QED), the maker of green, lower-cost marine and industrial fuels, has launched a strategic review to find partners that can speed up adoption…

  64. Plus500 raises full-year guidance after strong third quarter

    Plus500, the FTSE 250 online trading group, expects full-year revenue and earnings to beat market forecasts after a third quarter in which new customer numbers…

  65. Man Group expands Meiji Yasuda partnership with $1.25bn private credit pledge

    Man Group, the alternative investment manager, said Japanese insurer Meiji Yasuda intends to raise its capital commitment to Man's strategies to 200 billion…

  66. FTSE 100 LIVE: London set top open higher after a mixed session in Asia Update

    It's Budget week here in the UK, so expect the drip-drip of speculation as we head towards Wednesday.

  67. FTSE 100 LIVE: Asian markets mixed as oil retreats from recent highs

    Asian sharemarkets were mixed on Monday as investors weighed easing oil prices against continuing Middle East tensions, a weak Wall Street lead and a busy week…

  68. Greatland Resources delivers 70,131 ounces of gold in strong September quarter

    Greatland Resources Ltd (AIM:GGP, OTC:GRLGF, ASX:GGP) produced 70,131 ounces of gold and 2,927 tonnes of copper during the September 2026 quarter, while…