News 1 July 2026

Etihad Orders 10 Boeing Jets, Raising Talk of Hard-to-Get 787 Slots
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Etihad Orders 10 Boeing Jets, Raising Talk of Hard-to-Get 787 Slots

Etihad Airways is nearing a deal for 10 more Boeing 787 jets, according to people briefed on the matter. The order would boost the Abu Dhabi carrier’s long-haul fleet, as early slots for wide-body deliveries are tight. Wide-bodies are twin-aisle planes mostly used for international routes. Reuters said the deal might be unveiled at the July 20-24 Farnborough Airshow, but sources said talks are still ongoing. Etihad and Boeing both declined to comment. The warning is getting more airtime these days — investors are watching not just how many jets sell, but which airlines can actually secure deliveries fast enough to cash in.
July 9, 2026
GSK slip wipes out most of 2026 payout with sales still limited
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GSK slip wipes out most of 2026 payout with sales still limited

c dropped more than the main London indexes on Wednesday, with the move lining up against its own dividend outlook. Shares lost 51p, nearly 73% of the 70p dividend GSK has forecast for 2026. The stock didn’t find much support from the usual defensive income trade. GSK closed with a bid of 1,934.5p and offer of 1,935.5p according to Hargreaves Lansdown, 2.57% lower on the day. The FTSE 100 slipped 0.18%. Reuters said healthcare stocks lost 1.6%, GSK dropped about 2.5% and AstraZeneca PLC fell 1.7%.
July 1, 2026
Cohort shares climb as contract backlog comes close to market cap after UK defence order
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Cohort shares climb as contract backlog comes close to market cap after UK defence order

Cohort plc surged Wednesday, as small and mid-cap UK defence stocks caught a bid after Britain announced a new defence investment plan. Cohort closed at 1,338p, up 108p, or 8.78%. Valuation is the key issue. Cohort said in a voting-rights notice Wednesday it had 47,046,227 ordinary shares out, with no treasury shares. At 1,338p per share, that puts equity at around £629 million. The company’s last trading update showed a closing order book of about £620 million. Order book isn’t profit, but with that ratio, it could be important going into full-year results.
July 1, 2026
Capita shares surge 10% after AI launch puts £32.6m valuation to the test
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Capita shares surge 10% after AI launch puts £32.6m valuation to the test

Capita plc jumped almost 10% on Wednesday, standing out as the UK outsourcer rallied while the wider FTSE All-Share stayed flat. Shares finished at 301.50p at 16:35 BST, up 27p, according to market data, with trading volume at 769,510 versus a Google Finance average of 462,680. Hargreaves Lansdown said markets were closed and the FTSE All-Share slipped 0.01%. Capita’s latest voting-rights filing showed 120,830,667 ordinary shares out as of June 30, with no treasury stock, and 393,264 shares in the Employee Benefit Trust not counted toward EPS. That’s the cleaner figure, not just the share price. Based on Wednesday’s close, that base valued Capita’s equity around £364.3 million, up roughly £32.6 million from the earlier 274.50p close.
July 1, 2026
Glencore edges lower as Congo cobalt shutdown sets up July output test
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Glencore edges lower as Congo cobalt shutdown sets up July output test

Glencore plc edged lower in London Wednesday, but the real trade could be timing the next major release. The company scheduled July 29 for its 2026 half-year production report, putting focus on whether Glencore can hold the line on cobalt shipments from Congo and keep copper output on the ramp it set out in April. Glencore's website showed shares at 512.30p as of 17:17 GMT, off 1.50p, with a 10-minute price delay. The stock barely budged while London shares slipped. The FTSE 100 ended off 0.2% as healthcare and energy names weighed. Precious metals miners led gainers, rising 3.3%, according to Reuters.
July 1, 2026
British American Tobacco (LON:BATS) drops after cost push meets buyback hurdle
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British American Tobacco (LON:BATS) drops after cost push meets buyback hurdle

British American Tobacco p.l.c. dropped 3.01% to 4,536p on Wednesday. That was a steeper loss than the FTSE 100, which slipped 0.18%. The stock has now fallen for three straight sessions since Friday's close. Shares traded 14.83% under their May 19 52-week high, MarketWatch data showed. Trading volume was light. Around 2.57 million shares traded, just 0.78 times the 20-session average, according to MarketScreener. The sharp drop came on smaller volume, so this looked like a quick reset in outlook rather than a large-scale move out.
July 1, 2026
IAG stock dips as buyback runs into fuel-cost pressure
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IAG stock dips as buyback runs into fuel-cost pressure

International Consolidated Airlines Group SA dropped more than the wider UK market on Wednesday. Shares in the British Airways owner slid back into the range where it was buying back stock last week. IAG’s London CDI finished at 468.60p/468.80p according to Hargreaves Lansdown, slipping 8.70p, or 1.82%. The FTSE 100 ended the day off 18.78 points, or 0.18%, at 10,478.34. IAG’s drop was about 10 times bigger than the main index move.
July 1, 2026
Time To ACT (AQSE:TTA) jumps after lone trade, 24% spread holds
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Time To ACT (AQSE:TTA) jumps after lone trade, 24% spread holds

AQSE shut before the deadline, with usual trading hours from 0800 to 1630. Time To ACT plc didn't see normal liquid recovery action on Wednesday. Only one trade went through—30,000 shares at 13.75p, or £4,125. The official mid sat at 12.50p, with bid at 11p and ask at 14p. The latest trade printed 22.2% above the previous Aquis trade. That earlier trade was 13,461 shares at 11.25p on June 29. But the share price didn't leap in a single move—Aquis kept the mid unchanged, showing a 0.0% change. For investors, this kind of tape shows execution risk. A small order can push the trade price but barely move the official mid.
July 1, 2026
FTSE 250 outpaces FTSE 100 as domestic and defence names help London market
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FTSE 250 outpaces FTSE 100 as domestic and defence names help London market

FTSE 250 outperformed the FTSE 100 on Wednesday as mid-caps climbed 1.38% to their highest in a week. The FTSE 100 slipped 0.18%, weighed down by declines in healthcare and oil heavyweights. Regular London trading hours were 0800 to 1630 local, as usual. The spread suggested the trade was cleaner than the main index let on. Dollar earners in the FTSE 100 with heavy exports got hit by declines in oil and pharma. Domestic and specialist mid-caps saw buyers step in, though the Bank of England offered no signal on rate cuts.
July 1, 2026
ASOS (LON:ASC) shares rise after Atlanta warehouse sale narrows debt gap
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ASOS (LON:ASC) shares rise after Atlanta warehouse sale narrows debt gap

ASOS Plc shares jumped Wednesday after the online fashion retailer offloaded its final non-core warehouse asset. The disposal gives shareholders a cash boost big enough to shift the company’s debt profile, though sales growth still looks patchy. ASOS traded at 319p, rising 10.76% as of 16:35 BST, according to its investor page. AJ Bell put the day’s open at 300p, with the stock touching 322p in intraday action. ASOS saw 1.69 million shares change hands, giving it a market cap of £375.08 million.
July 1, 2026
SIG plc (LON:SHI) stock hits new low with debt now above equity
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SIG plc (LON:SHI) stock hits new low with debt now above equity

SIG plc shares hit a new 52-week low Wednesday as the building-products group faced more pressure ahead of August results. Investors are watching to see if the company’s cost cuts are still enough to balance out sluggish European construction demand. London trading wrapped before the dateline. The main July 1 session on the LSE ran 0800 to 1630 BST. After the bell, data feeds didn’t line up. Google Finance listed SIG down 0.43% at 7.87p as of 1723 BST. MarketWatch put the delayed close at 8.75p, up 10.76% at 1646 BST. Both showed SIG touched a 7.47p low and an 8.75p high in the session.
July 1, 2026
Critical Mineral Resources stock moves higher after CMR valuation split on share count and Morocco cut-offs
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Critical Mineral Resources stock moves higher after CMR valuation split on share count and Morocco cut-offs

Critical Mineral Resources PLC traded higher Wednesday, despite no new news from the company. Investors looked at share count and what copper cut-off grade will show up when the Morocco asset gets its first resource estimate. HL quoted the shares after the London close at 2.00p to sell and 2.20p to buy, up 0.20p or 10.53%. Volume came in at 384,774 shares. Investing.com put the same volume at about 25% of the stock's 1.57 million three-month average—light dealing for the size of the move.
July 1, 2026
Shearwater Group (LON:SWG) jumps after £25m telco contract tops market cap
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Shearwater Group (LON:SWG) jumps after £25m telco contract tops market cap

Shearwater Group plc jumped 16.2% Wednesday. The AIM-listed cyber-security firm said Brookcourt Solutions got a five-year extension and expansion deal from a UK-based global telecoms firm. Shares finished at 43p after starting at 39.5p and hitting a high of 43.5p. Volume was 284,240. The thing that stands out for investors is the size. The £25 million contract tops Shearwater’s own equity value, even with shares up. At the close, the company’s market cap was £10.25 million. The expected FY26 revenue from the deal alone is put at £12.5 million.
July 1, 2026
Braime Group Class A stock: wide spread makes 1,129p quote a weak value signal
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Braime Group Class A stock: wide spread makes 1,129p quote a weak value signal

Braime Group PLC Class A, the non-voting A ordinary line of the Leeds-based industrial group, traded on Wednesday with a bigger investor signal in the spread than in the last price. Google Finance showed BMT at 1,129p at 17:02 BST, down 21p, or 1.83%, after a 1,100p-1,400p intraday range. Hargreaves Lansdown showed a 1,100p sell quote and a 1,400p buy quote after the London session, a 300p gap, or 24% of the midpoint. The London Stock Exchange session runs from 08:00 to 16:30; July 1 was listed as a normal Wednesday session. That spread is the point. A buyer paying the quoted 1,400p ask and later selling at the 1,100p bid would lose 300p before price risk. Braime’s 2025 dividend
July 1, 2026
DCC shares: ex-dividend adjustment narrows takeover spread ahead of July cutoff
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DCC shares: ex-dividend adjustment narrows takeover spread ahead of July cutoff

DCC plc closed Wednesday trading 5.6% under the cash leg of an updated private-equity bid. The discount widens to 7.7% when factoring in the proposed final dividend. The gap is key for risk-arb pricing. The deal puts DCC at 6,672.22p a share, but that includes a 147.22p final dividend. Google Finance listed May 28 as the ex-dividend date, and Hargreaves Lansdown also had the stock ex-dividend on Wednesday. For new buyers, the 6,525p cash offer is the relevant figure.
July 1, 2026
Diageo shares drop again, FTSE lagging despite valuation discount
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Diageo shares drop again, FTSE lagging despite valuation discount

Diageo plc dropped for a second day on Wednesday, with shares quoted at 1,480p to sell and 1,490p to buy as of 16:46 BST. That’s down 2.56%, based on a delayed Barclays price feed. The report timestamp was 17:04 BST, after the regular London session ended at 16:30. Diageo closed down 2.81% at £15.23 on Tuesday, trading lower than its usual levels, even as the FTSE 100 edged up 0.12%. About 5.2 million shares changed hands, under the 50-day average of 5.4 million, according to MarketWatch.
July 1, 2026
Meta Platforms to Charge Advertisers New Fees in Europe to Cover Digital Taxes
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Meta (NASDAQ:META) AI spending report triggers $137 billion swing in stock value

Meta Platforms shares rallied Wednesday after a report said the Facebook owner could start renting out extra AI computing power. The move would shake up the main stock debate, which had centered on whether Meta’s AI spending was too high to pay off. Reuters, via Bloomberg, said Meta is working on a cloud business that might sell access to AI models on its servers and could also offer raw compute capacity for sale. The swing in the market forced a shift in the numbers. Meta was last quoted at $616.64, up $53.35, or 9.5%, from its previous finish at $563.29. That move puts about $136.8 billion more on Meta’s market cap, nearly matching the $135 billion middle of its $125
July 1, 2026
Rio Tinto shares dip after Mongolia copper agreement doesn’t move London price
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Rio Tinto shares dip after Mongolia copper agreement doesn’t move London price

Rio Tinto plc fell in London trading on Wednesday. The miner announced a new deal with Mongolia that lessens one political risk at its Oyu Tolgoi copper project, but the mine is expected to take on more of the group’s growth as its iron ore business sees tougher conditions. Hargreaves Lansdown’s delayed prices had Rio at 7,081p to sell and 7,082p to buy, down 40p, or 0.56%. The FTSE 100 on the same feed was off 0.50%, so Rio lagged the index by a small margin. The quote page listed 1.05 million shares traded, a market cap of £115.17 billion, price/earnings at 14.10, and a 4.24% dividend yield.
July 1, 2026
BAE Systems stock (LON:BA) rises as UK defence plan improves buyback maths
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BAE Systems (LON:BA) buyback complicates per-share outlook in UK defence trade

BAE Systems plc traded higher in London on Wednesday, bucking the broader index. The stock gained about £0.8 billion in quoted equity value, based on Hargreaves Lansdown’s market-cap data, as traders looked at a trimmed share count and a UK defence policy that offers contractors some clearer guidance but keeps budget risk. BAE added 1.99% Tuesday to close at £18.44. The FTSE 100 inched up 0.12% the same day, MarketWatch said. Wednesday’s move on the broker quote kept BAE roughly 21% under its 52-week peak of 2,360p.
July 1, 2026
RELX PLC (LON:REL) buyback price dips as shares trade well below highs ahead of July results
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RELX PLC (LON:REL) buyback price dips as shares trade well below highs ahead of July results

RELX PLC ticked up 0.38% to 2,375p in London Wednesday. The increase left the stock well off its peak. Shares opened at 2,376p, hit a session high of 2,392p, and dropped to 2,259p at the low. Volume came in at 3.15 million, below the 5.10 million average. The key issue for investors is the price RELX pays for its own stock. The company kicked off a £100 million irrevocable buyback on July 1, running through July 21. That comes after it wrapped up a £200 million buyback on June 26. Both pieces fit into the company’s bigger £2.25 billion plan to 2026, first laid out in February, with all shares bought going into treasury.
July 1, 2026
DeFi Development UK shares edge up after Cykel AI reset; warrant hangover lingers
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DeFi Development UK shares edge up after Cykel AI reset; warrant hangover lingers

DeFi Development Corporation UK PLC shares were up in London Wednesday, climbing 13.9%. But with a market cap still hovering just past the level of January’s cash holdings and under last year’s initial warrant deal, the move was more about the scale of those numbers than the day’s percent gain. Trading remains thin. By 15:40 BST, about £37,000 worth of stock had crossed at a delayed price of 26.20p. The spread held at 4p, with a 25p bid and 29p offer, or around 14.8% of the 27p mid. Shares are still down 89.5% year-on-year, Investors Chronicle data showed.
July 1, 2026
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