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The Market Wire

Tuesday, 27 October 2026

  1. Firefox's Smart Window AI can now fill in forms from your open tabs

    Mozilla's update also lets the assistant watch webpages for changes, but the data handling is less clear-cut than the "privacy-first" pitch.

  2. Robinhood teams up with Ripple on stablecoin and institutional crypto tools

    RLUSD and Ripple's institutional services will feed into Robinhood's trading and treasury operations, days before third-quarter results.

  3. HomePod update lets Macs use Apple's speaker for real-time audio

    HomePod 27.2 cuts the lag that made AirPlay unusable for calls, games and music-making, but only on newer Macs.

  4. Google adds sound and live editing to its world-simulation AI

    Google DeepMind adds sound to Genie 4 world model

  5. Oracle to run Google's AI chips in a first for TPUs

    Oracle gets a second big chip supplier beyond Nvidia, and Google gets a new route to market for its TPUs.

  6. Tesla undoes Canadian Model 3 spec change that hinted at US return

    Tesla has reversed a spec update on its Canadian website that had briefly given the paused Model 3 Premium Rear-Wheel Drive the same range and acceleration…

  7. Crusoe CEO points to power, not chips, as AI's real constraint

    Chase Lochmiller, co-founder and chief executive of Crusoe, discussed the energy demands of artificial intelligence infrastructure and the company's Abilene…

  8. Nvidia clears 45,000 Blackwell GPUs for Kazakhstan buildout

    Firebird.ai, a US-based AI infrastructure company, has obtained a US export licence for 45,000 Nvidia Grace Blackwell graphics processing units destined for a…

  9. Meta equity raise signals continued support for AI spending: analysts

    Analysts viewed Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) plan to raise up to $100 billion in equity as a prudent way to fund AI expansion, but…

  10. Oracle to offer Google's TPU chips in its cloud

    Oracle will begin running Google's tensor processing units (TPUs), the chips Google designs for artificial intelligence, on its cloud platform, according to…

  11. Anduril and Qualcomm launch US-made laptop venture

    Anduril, the defense contractor best known for military drones, is building laptops in the United States under a new venture called BlueChip, with orders…

  12. Google Public Sector builds robot prototype for NASA deep-space missions

    Google Public Sector has built a proof-of-concept robotic system with NASA aimed at supporting astronauts on future deep-space missions, including the Artemis…

  13. Google's Gemini 4 "Carbon" release could be with us in weeks

    Traders on Polymarket, the prediction market, give Google a 48% chance of releasing its Gemini 4 "Carbon" model to the public by 15 November, and 72% by the…

  14. St James's Place: UBS sees upside to flows but warns of adviser competition

    UBS has reiterated its 'buy' rating and £1,505 price target for St James's Place PLC (LSE:STJ), the FTSE 100 wealth manager, ahead of its third-quarter trading…

  15. Scancell cancer vaccine strategy backed by Moderna and Merck trial results

    Panmure Liberum believes positive Phase 3 data for a cancer vaccine developed by Moderna and Merck supports the scientific rationale behind Scancell Holdings…

  16. Computacenter gets fourth profit upgrade as AI infrastructure demand drives record backlog

    Computacenter PLC (LSE:CCC), the IT infrastructure services provider, on Monday raised its earnings estimate for the fourth time since April, which prompted…

  17. Rockfire Resources awaits maiden germanium resource estimate at Molaoi

    Rockfire Resources PLC (LSE:ROCK) told investors it expects its maiden germanium resource estimate for Molaoi in Greece to be delayed by several weeks as newly…

  18. AstraZeneca offers compelling risk-reward into 2027 pipeline readouts, says JPMorgan

    AstraZeneca PLC (LSE:AZN, NYSE:AZN) offers a compelling risk-reward opportunity ahead of a busy slate of late-stage trial readouts in 2027, according to…

  19. Inspiration Healthcare upgraded to 'buy' as Panmure Liberum sees refinancing risk easing

    Inspiration Healthcare Group PLC (AIM:IHC) has been upgraded to 'buy' from 'hold' by Panmure Liberum after stronger interim trading and progress towards…

  20. Nasdaq rises as tech rebounds after October chip sell-off

    The Nasdaq rose about 0.6% in early trading in New York, outpacing the S&P 500, which gained 0.3%, and the Dow Jones Industrial Average, which was close to…

  21. Intel to buy quantum software firm Classiq, Anthropic, SpaceX and Meta seek $250B, Google, Amazon, AMD - Big Tech Report

    Intel has agreed to acquire Classiq, an Israeli quantum computing software company, for $2.3 billion, pairing Classiq's algorithm synthesis platform with…

  22. Dell extends cybersecurity push into AI infrastructure

    Dell Technologies has introduced cybersecurity services and PowerProtect capabilities designed to protect artificial intelligence (AI) environments, identity…

  23. Sintana Energy brings forward Trinidad exit

    Sintana Energy Inc (TSX-V:SEI, OTCQB:SEUSF, FRA:3ZX1, AIM:SEI) has brought forward final payment for its Trinidad business sale by a year, accepting an…

  24. Antofagasta upgraded to 'hold' by Deutsche Bank after guidance reset

    Deutsche Bank has upgraded Antofagasta PLC (LSE:ANTO), the FTSE 100 copper miner, to 'hold' from 'sell' after a reset of production guidance improved the…

  25. Apple folds OpenAI-powered assistants into Creator Studio

    Apple is adding a set of artificial intelligence features to Creator Studio, its bundled subscription for professional creative apps, built on a mix of Apple…

  26. Tech layoffs accelerate through 2026 as AI spending reshapes workforces

    Tech layoffs have hit more than 195,000 jobs so far in 2026, according to tracking site TrueUp, moving faster than the pace of 2025's cuts.

  27. Intel faces a test of its comeback story as shares fall 32% in a month

    Intel faces a test of its comeback story as shares fall 32% in a month

  28. Intel buys quantum software startup Classiq for a reported $2.3bn

    Intel has agreed to acquire Classiq, an Israeli startup whose software automates the design of quantum algorithms, in a deal expected to close in the first…

  29. IBM extends governance controls to autonomous AI agents

    IBM has released new governance and control systems aimed at AI agents operating inside enterprise environments, according to Seeking Alpha.

  30. PayPal raises profit outlook as job cuts and AI push lift margins

    PayPal reported adjusted earnings per share of $1.45 for the third quarter, beating Wall Street's expectations and prompting the company to lift its full-year…

  31. Oracle expands supply chain agents with three new tools

    Oracle unveiled three agentic applications for supply chain operations at its Oracle AI World conference in Las Vegas, covering supply planning allocation…

  32. Meta's $95bn share sale shows the cost of staying in the AI race

    Is the market is wrong to fret about Meta Platforms' $95 billion equity programme?

  33. Reckitt update a 'step back' as Jefferies keeps 'buy' rating

    Reckitt Benckiser Group PLC (LSE:RKT, OTCQX:RBGLY)’s third-quarter update marked a 'step back' in the investment case, according to Jefferies, although the…

  34. Amazon results preview: Cloud growth of 40% expected as retail stalls

    Amazon reports third-quarter results on Thursday, with Amazon Web Services (AWS), its cloud computing arm, the focus for investors.

  35. Shore Capital puts HSBC under review and expects to upgrade to 'hold' after share price fall

    Shore Capital has placed its rating on HSBC under review, from sell, and said it expects to upgrade the shares to hold unless they bounce.

  36. Sainsbury's downgraded by Deutsche Bank as peak trading upside narrows

    J Sainsbury PLC (LSE:SBRY) has been downgraded to 'hold' from 'buy' by Deutsche Bank, which cut its price target to 365p from 390p as it sees less upside…

  37. JP Morgan says AstraZeneca offers compelling risk and reward ahead of rich 2027 newsflow

    JP Morgan has said AstraZeneca offers a compelling balance of risk and reward, pointing to a run of late-stage trial results due in 2027 that could unlock more…

  38. HSBC holds 2026 guidance as brokers warn of tougher income growth ahead

    HSBC Holdings PLC (LSE:HSBA, NYSE:HSBC), the international banking group, has retained its 2026 financial guidance after third-quarter profits broadly matched…

  39. Alumasc shares rise as Cavendish sees 57% upside on order book growth

    Alumasc Group PLC (AIM:ALU, FRA:0JL), the building products supplier, rose 6% to 246p on Tuesday as Cavendish reiterated its 'buy' rating and 363p price target…

  40. Traders put 48% chance on Google releasing Gemini 4 Carbon by mid-November

    Traders on the prediction market Polymarket give Google a 48% chance of releasing its Gemini 4 "Carbon" model to the public by 15 November, and 72% by the end…

  41. Deutsche Bank upgrades Antofagasta after production guidance reset

    Deutsche Bank has upgraded Antofagasta, the FTSE 100 copper miner, from 'sell' to 'hold', saying a reset in production guidance has made its targets more…

  42. LBG Media shares drop as much as profit slumps, but Peel Hunt stays at 'buy'

    Shares in LBG Media PLC (AIM:LBG, FRA:S83) fell as much as 11% in early trading after the digital entertainment publisher reported a 35% fall in annual…

  43. MARKETS LIVE: FTSE 100 fall deepens as banks and consumer shares slide Update

    The FTSE 100 fell 100 points to 10,667 as weakness in banks and consumer shares outweighed gains for miners.

  44. Vistry shares jump 4% after hiring Severn Trent finance chief; Jefferies keeps 'hold'

    Vistry Group PLC (LSE:VTY) shares jumped around 4% to 266p on Tuesday after the housebuilder appointed Severn Trent PLC (LSE:SVT) finance chief Helen Miles as…

  45. Panmure Liberum upgrades Inspiration Healthcare to 'buy' as refinancing risk eases

    Panmure Liberum has upgraded Inspiration Healthcare, the medical technology group, from 'hold' to' buy', saying a three-year extension of its bank facility has…

  46. FTSE 100 LIVE: London shares drop sharply as HSBC and Reckitt add to the pain Update

    The FTSE 100 dropped sharply in the first hour of trading, with HSBC and Reckitt adding to the day's pain.

  47. HSBC shares slide 7% despite profit jump and $1 billion buyback - UPDATE Update

    HSBC Holdings PLC (LSE:HSBA, NYSE:HSBC) shares fell as much as 7% to 1,263.6p despite the bank reporting a 32% rise in third-quarter pre-tax profit and…

  48. HSBC shares slide 7% as investors look past profit jump to net interest income worries

    HSBC shares fell 7% to 1,269.6p in early trading, making the bank the biggest faller on the FTSE 100 after a seemingly small net interest undershoot.

  49. Reckitt shares fall 6% as Jefferies calls third-quarter update "not a good" one

    Shares in Reckitt Benckiser fell 6% to 5,156p in early trading after the consumer health group missed sales forecasts and cut its full-year growth guidance.

  50. Reckitt shares slump 6% as sales growth outlook trimmed - UPDATE Update

    Reckitt Benckiser Group PLC (LSE:RKT, OTCQX:RBGLY) shares fell around 6% to 5,161p on Tuesday after the consumer goods group trimmed its 2026 sales growth…

  51. MARKETS LIVE: London opens lower as mining gains fail to offset broad selling Update

    The FTSE 100 fell 94 points, or 0.9%, to 10,673 after opening at 10,768 and trading within an early range of 10,656 to 10,768.

  52. Deutsche Bank downgrades Sainsbury's to 'hold' as volume outlook softens

    Deutsche Bank has cut its rating on Sainsbury's from 'buy' to 'hold' and lowered its price target to 365p from 390p, saying the supermarket offers less upside…

  53. S&U secures £600m of new funding to nearly double its loan book by 2030

    S&U PLC (LSE:SUS), the motor and property finance group, has secured two new securitisation facilities worth up to £600m, which it says will underpin a…

  54. Primary Health Properties raises target size of NHS property joint venture with USS to £400m

    Primary Health Properties PLC (LSE:PHP, OTC:PHPRF) has increased the target size of its joint venture with the Universities Superannuation Scheme (USS) to…

  55. Central Asia Metals completes Cygus Metals acquisition

    Central Asia Metals PLC (AIM:CAML, OTC:CAMLF) has confirmed it now owns the Chibougamau copper-gold project in Québec as part of its portfolio after completing…

  56. Informa keeps double-digit earnings growth guidance despite Saudi disruption

    Informa PLC (LSE:INF) has reaffirmed guidance for double-digit underlying earnings growth in 2026 despite further disruption to its Saudi Arabian events…

  57. Atantic Lithium moves closer to takeover completion

    Atlantic Lithium Ltd (AIM:ALL, ASX:A11, OTCID:ALLIF), in its mandatory quarterly reporting, noted that it has scheduled a first court hearing for 5 November as…

  58. Revolution Beauty says it is trading at the top end of forecasts after swinging to first-half EBITDA profit

    Revolution Beauty, the mass-market make-up brand, said it expects to deliver full-year results at the top end of market expectations after a first half in…

  59. Vistry hires Severn Trent finance chief Helen Miles as CFO and names interim

    Vistry, the housebuilder that specialises in partnerships with housing associations and councils, has appointed Helen Miles, the chief financial officer of…

  60. Reckitt trims sales growth outlook as Lysol constraints weigh on North America

    Reckitt Benckiser Group PLC (LSE:RKT, OTCQX:RBGLY) has trimmed its 2026 sales growth outlook after temporary manufacturing constraints restricted Lysol supply…

  61. Empire Metals to start pilot scale operations at Pitfield titanium project within weeks

    Empire Metals Ltd (AIM:EEE, OTCQX:EPMLF, FRA:NOGN) announced it plans to begin pilot-scale testing at its Pitfield titanium project in Western Australia within…

  62. HSBC profit jumps 32% as bank launches $1 billion buyback

    HSBC Holdings PLC (LSE:HSBA, NYSE:HSBC) reported a 32% rise in third-quarter pre-tax profit to $9.6 billion and announced a new share buyback of up to $1…

  63. McBride chief executive Chris Smith to retire after almost 12 years

    McBride, the European maker of private label household cleaning and hygiene products, said chief executive Chris Smith intends to retire, with a successor…

  64. Informa cuts 2026 revenue growth forecast to 3% as Saudi Arabia unrest forces event cancellations

    Informa, the FTSE 100 events and academic publishing group, now expects underlying revenue growth of about 3% this year, half its previous guidance of about…

  65. AstraZeneca wins EU approval for Enhertu in early breast cancer

    AstraZeneca and its Japanese partner Daiichi Sankyo have won European Union approval for the breast cancer drug Enhertu as a treatment given after surgery to…

  66. Reckitt trims 2026 sales growth forecast as Lysol supply problems hit North America

    Reckitt Benckiser, the maker of Dettol, Durex and Gaviscon, has narrowed its full-year sales growth guidance for its core business to 3.5% to 4.5%, after…

  67. HSBC holds 2026 guidance as third-quarter profit jumps 32% to $9.6bn and it launches another $1bn buy-back

    HSBC has kept its 2026 guidance intact after a third quarter in which profit before tax rose 32% to $9.6bn, saying it still expects banking net interest income…

  68. MARKETS LIVE: FTSE 100 set to retreat despite global technology rally

    The FTSE 100 is expected to open around 56 points lower at 10,710 as investors turn cautious before Wednesday’s UK Budget and Federal Reserve decision.

  69. FTSE 100 LIVE: London shares set to open lower, ignoring Asia rebound Update

    The spread betting firms are predicting London shares will give up most of Monday's gains, ignoring Asia's tech revival.

  70. FTSE 100 LIVE: Asian markets mostly higher as AI rally lifts Japan and Korea; ASX closes at seven-week high

    Asian sharemarkets were mostly higher on Tuesday as renewed enthusiasm for artificial intelligence stocks lifted Japan and South Korea, while Australian…