Relx defies AI disruption fears as growth holds firm Tech FTSE 100 data giant Rex has reported a jump in sales growth as demand for its AI-powered products continues to rise, defying fears that the technology could threaten its business. The London-listed group, which owns legal research platform Lexisnexis, said on Thursday that underlying revenue rose seven per cent in the first nine months of [...]
London software stocks enjoy ‘boon’ after calls for AI slowdown Tech London-listed software stocks jumped on Monday as calls from the world’s biggest AI companies to slow development offered some relief to businesses previously seen as vulnerable to the technology. Sage climbed more than five per cent to rise the fastest among FTSE 100 firms, while RELX also rose after Anthropic, OpenAI and Elon Musk backed [...]
As it happened: Stocks slip as oil hits $100 following Houthi attacks on tankers Markets Welcome back to the City AM FTSE 100 liveblog. Stocks slipped on Thursday morning as oil surged back to $100 per barrel for the first time since May. Brent crude barrelled up after the Iran-backed Houthis claimed to have attacked two Saudi Arabian oil tankers in the Red Sea. The US last night launched its [...]
Experian and Relx fall as City unease over AI impact outweighs buyback billions May 20, 2026 Shares in Experian hit the bottom of the FTSE 100 in morning trade, with the City underwhelmed by what the credit checking giant called a “record year” and news of a fresh $1bn capital return. It did not look like enough to dispel fears over the potential long-term impact of artificial intelligence on the company, [...]
RELX: FTSE 100 group says AI tools power strong start to 2026 April 23, 2026 RELX has told markets on it started 2026 strongly, with growth across all parts of the business supported by demand for AI-enabled data and analytics products. In a trading update released ahead of its annual general meeting, the FTSE 100 group said it is seeing continued growth in both revenue and profit, alongside strong new [...]
FTSE 100 Live: Stocks slump as oil rises; Reeves tax hikes trigger borrowing boost April 23, 2026 Good morning and welcome back to the City AM liveblog. An extended ceasefire may have been announced in the Middle East, but its left markets with major appetite for further peace before investor sentiment recovers. Brent crude – the international benchmark for oil prices – was trading back over the $100 mark on Thursday morning. [...]
Goldman Sachs flagship private credit fund bucks industry sell-off April 7, 2026 Goldman Sachs’ flagship private credit fund has said investors looked to pull less than five per cent of their holdings in the first three months of this year, dodging an industry-wide redemptions wave that has forced some rivals to gate their funds. The investment bank’s direct lending arm, which functions like a private equity fund [...]
UK asset managers pile into cut-price software stocks after rout February 25, 2026 Two of Britain’s largest asset managers have bolstered their positions in under-fire software companies in a bet that markets are overestimating the harm that artificial intelligence will have on their business model. Aberdeen and Rathbones have both added to holdings data giants like Relx, Adobe and Experian, arguing that the firms’ cratering valuations are largely [...]
Mark Kleinman: Audit watchdog at risk of becoming empty shell February 19, 2026 Mark Kleinman is Sky News’ City Editor and the man who gets the Square Mile talking in his weekly City AM column Audit watchdog at risk of becoming empty shell Will the last one to leave please turn out the lights? That might seem an exaggerated extrapolation on the retirement of Sir Jan du Plessis, the septuagenarian chairman [...]
The first tech wobble of 2026 revives AI bubble fears February 13, 2026 Following a swell of AI bubble scepticism at the back end of 2025, this year’s first market wobble has arrived early, landing squarely on global tech stocks. When Anthropic released a new AI tool designed to help in-house legal teams triage agreements and draft routine responses, the reaction trickled down through law firms straight into [...]