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Markets

  • M&S is now worth more than Snapchat

    February 12, 2026

    Here’s an interesting stock chart comparison that caught my eye this week. For the first time, the market cap of Snapchat owner Snap is now less than supermarket M&S, in a sharp reversal of the tech firm’s fortunes. If you’d spent £1,000 on shares in the social media platform five years ago, you’d be left [...]

  • FTSE 100 Live: Schroders in £10bn deal; UK economic growth lags

    February 12, 2026

    Good morning and welcome back to the City AM liveblog. It was another record day for the FTSE 100 on Wednesday, which secured its highest close of all time. On a strong day for commodity-related stocks in London, London’s blue-chip index closed 1.14 per cent higher at 10,472p. But it wasn’t all cheery in the [...]

  • Barratt Redrow and MJ Gleeson join house builder call for help: What is going on?

    February 11, 2026

    Over the past few months, a number of house builders have called for help, after positive results were offset by the expectation that the state of the housing market would impact further growth. The builders have chorused the same warning to the government and wider property sector that further buyer recovery and support is needed [...]

  • Activist investor Elliott builds up stake in LSEG

    February 11, 2026

    Activist investor Elliott Management has built a significant stake in the London Stock Exchange Group as it looks to engineer a turnaround for the stock exchange operator.  The hedge fund has been holding conversations with David Schwimmer, LSEG’s chief executive, according to a report in the Financial Times. The size of the stake could not [...]

  • Will Alphabet’s century bond start a new trend? A brief history

    February 11, 2026

    This week Google owner Alphabet raised £1bn in a highly unusual century bond, in a sign of the extreme lengths tech firms are willing to go to to meet the ballooning capital costs of investment in AI. The 100 year sterling note formed part of a $32bn debt raise for Alphabet, following similar moves from [...]

  • FTSE 100 Live: Heathrow traffic record; Homebuilders call for help

    February 11, 2026

    Good morning and welcome back to the City AM liveblog. Yesterday the FTSE 100 retreated on a slew of miserable corporate news. Leading the blue-chip index’s downturn was BP, which announced it would suspend its share buyback programme and increase cost-cutting goals as it looks to reverse its fortunes in the next financial year. The [...]

  • Money Supermarket shares tumble to 13-year low on AI fears

    February 10, 2026

    Shares in Money Supermarket have tumbled to their lowest in 13 years on renewed anxieties that advances in AI are eating into the value of price comparison sites. The FTSE 250 stock sunk as much as 13 per cent by mid-morning on Tuesday, before paring back losses later in the afternoon. Mony Group shares closed [...]

  • FTSE 100 Live: BP tumbles on buyback suspension, Barclays profit boost

    February 10, 2026

    Good morning and welcome back to the City AM liveblog. It was a rocky day for bond markets on Monday as political jitters rippled through the City. The 10-year gilt yield – a key benchmark for the government – rose as much as 10 basis points to 4.62 per cent following news that Scottish Labour [...]

  • Downing Street resignations trigger bond market jitters

    February 9, 2026

    Nervousness rippled through UK bond markets on Monday after a series of Downing Street resignations concentrated minds on the uncertain future of prime minister Sir Keir Starmer. The 10-year gilt yield – a key benchmark for the government – jumped as much as 10 basis points to 4.62 per cent in the early afternoon following [...]

  • FCA to publish London share trading data to defend UK public markets

    February 9, 2026

    The City watchdog is planning to start collecting and publishing all available data on share-trading in an attempt to show that liquidity in UK public markets is not as bad as it is often thought.  The plans will act as a stopgap until the Financial Conduct Authority (FCA) issues its ‘consolidated tape’ of trading data [...]

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