Browsing Tag
Barclays
40 posts
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.
Lloyds (LSE: LLOY) drops 3.6% on FTSE 100’s heaviest volume as gilt yields and politics hit UK banks
Lloyds was the heaviest-traded stock on the FTSE 100 today with no company news. Gilt yields at 30-year highs and a Starmer crisis did the work instead.
BASF (ETR: BAS) heads into a defining 18 months: Ag Solutions IPO, Verbund China ramp, and a dividend under pressure
BASF is running three transitions at once. Agriculture IPO in 2027, Verbund China just opened, Coatings on the block. Retail investors are paying for all three.
WillScot stock surges 19% on data center demand shift: What WSC investors need to watch next
Local construction is contracting 6%. Data centers and federal megaprojects are mobilising in size. WillScot's Q1 just showed which side of that split wins.
The legal AI race just got hotter as Legora pulls in Atlassian and NVentures
Legal AI is moving from drafting tool to workflow engine. Legora’s $600M round shows why Atlassian and NVIDIA want a seat at the table.
Lloyds Banking Group (LSE: LLOY) Q1 2026 profit jumps 33% to £2bn as NIM hits 3.17% and guidance raised
Lloyds beat Q1 by 14%, lifted 2026 guidance, then watched its shares drop. The structural hedge is masking a UK macro reset that could test asset quality.
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
SoundHound AI bets on enterprise AI consolidation with LivePerson deal as SOUN trades near 52-week lows
SoundHound AI to acquire LivePerson in an all-stock deal targeting a $500M revenue opportunity. What the $250M enterprise value transaction means for SOUN investors and enterprise AI. Read more.
Reckitt Benckiser (LSE: RKT) holds FY2026 guidance at +4-5% despite Q1 cold season drag and Europe weakness
Reckitt Benckiser holds 2026 guidance at +4-5% LFL after Q1 shows 3.1% ex-seasonal growth. Emerging Markets surge but Europe drags. Read our analysis.
Tesco is the UK’s biggest grocer again — and its FY26 results explain exactly why Aldi and Lidl should be paying attention
Tesco PLC (LSE: TSCO) FY26 results: £3.15bn profit, record UK market share, £750m buyback. What the numbers mean for UK retail investors. Read more →