Technology 12 May 2026 - 15 May 2026

BAE Systems Lands UK Apache Drone Spot as Project NYX Race Narrows
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BAE Systems Lands UK Apache Drone Spot as Project NYX Race Narrows

The UK Ministry of Defence awarded BAE Systems, Anduril Industries (UK), Tekever, and Thales UK £10 million to develop autonomous drones for use with British Army Apache helicopters, narrowing the field from seven firms in January. The NYX project aims for service entry by 2030, with drones providing reconnaissance and electronic warfare support while humans retain weapons control.
May 15, 2026
Sage Group plc’s AI Leadership Shake-Up Lands Days Before Results—Why Investors Are Watching
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Sage Group plc’s AI Leadership Shake-Up Lands Days Before Results—Why Investors Are Watching

Sage Group appointed Krish Vitaldevara as chief product officer and Anand Swaminathan as chief strategy officer, both based in San Jose, ahead of interim results due May 21. Shares rose 0.5% to 859.2 pence. North America led first-quarter growth, with revenue up 13% to £304 million. The hires come as Sage expands AI offerings and faces competition from Xero and Intuit.
May 15, 2026
Reckitt Benckiser’s AI Push Faces a Bigger Test After Dettol Maker’s Growth Miss
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Reckitt Benckiser’s AI Push Faces a Bigger Test After Dettol Maker’s Growth Miss

Reckitt Benckiser highlighted its use of digital science and generative AI to speed product development and boost innovation across brands like Dettol and Durex. The move follows a missed quarterly revenue forecast and a warning of lower first-half margins due to high oil prices and weak demand. Shares traded at 4,558p early Friday, near a year low. Over 2,000 staff have been trained on the new tools, now used in more than 20 countries.
May 15, 2026
Megaport Stock Jumps 28% After $254 Million AI Contracts — The Capex Catch
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Megaport Stock Jumps 28% After $254 Million AI Contracts — The Capex Catch

Megaport Ltd shares jumped 27.72% to A$12.58 after its Latitude.sh unit won three contracts worth A$254 million with two unnamed U.S. tech firms. The deals will add about A$90.6 million in annualised recurring revenue after hardware is deployed by mid-2027. Megaport will spend about A$140.3 million on Nvidia GPUs and related equipment, funded by cash and a larger debt facility. FY26 revenue and EBITDA guidance was reaffirmed.
May 15, 2026
Northern Star Resources Stock Slips as Cyber Outage Delays Supplier Payments
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Northern Star Resources Stock Slips as Cyber Outage Delays Supplier Payments

Northern Star Resources expects supplier payments to be delayed until May 21 after a cyber incident took part of its ERP system offline. Shares fell 2.36% to A$21.13, underperforming peers, as the company shifted to manual procurement processes. Northern Star said backups were intact and no supplier data had been compromised. The KCGM mill expansion remains on track for early FY27 commissioning.
May 14, 2026
Goodman Group’s Data Centre Bet Faces a Crucial May Test as ASX:GMG Shares Rise
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Goodman Group’s Data Centre Bet Faces a Crucial May Test as ASX:GMG Shares Rise

Goodman Group shares closed at A$31.40 Thursday, up 0.32% after a 1.39% rise Wednesday, as investors focused on its data-centre pipeline ahead of a Q3 FY26 update due May 26. Data centres accounted for 73% of its A$14.4 billion work in progress in February. The S&P/ASX 200 rose 0.12% Thursday, while the RBA cash rate stands at 4.35%. Goodman reported first-half operating profit of A$1.20 billion.
May 14, 2026
London Stock Exchange Group Stock Rises as UBS Backs AI Push After Google Cloud Deal
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London Stock Exchange Group Stock Rises as UBS Backs AI Push After Google Cloud Deal

London Stock Exchange Group shares rose 1.49% to 9,262p Thursday after UBS reiterated a Buy rating and 11,700p target. LSEG announced a connector to bring its data into Google Cloud’s Gemini AI and signed a deal with Planetrics to develop climate-scenario indices. First-quarter total income excluding recoveries rose 9.8% year-on-year, with £1.1 billion in share buybacks completed.
May 14, 2026
RELX Stock Rebounds as AI Pressure Puts Its Risk Data Moat on Trial
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RELX Stock Rebounds as AI Pressure Puts Its Risk Data Moat on Trial

RELX shares rose 2.25% to 2,385.50 pence by midday Thursday, partially recovering from a 4.97% drop the previous day. The rebound followed a May 13 investor seminar highlighting the company’s Risk Business Services and AI-driven fraud and identity tools. Anthropic’s expanded Claude legal AI tools continue to pressure RELX and peers. RELX’s Risk unit generated £3.5 billion revenue in 2025, with fraud and identity its largest segment.
May 14, 2026
Reckitt Benckiser’s AI Investor Day Has a Catch: No New Trading Update
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Reckitt Benckiser’s AI Investor Day Has a Catch: No New Trading Update

Reckitt Benckiser will outline its use of digital science and generative AI in R&D at a streamed investor seminar Thursday, but will not provide new financial disclosures. Shares rose 1.04% to 4,564p ahead of the event. The company recently bought back 208,000 shares, now holding 638,967,290 voting rights. Unilever’s recent AI advances set a competitive benchmark for Reckitt’s digital efforts.
May 14, 2026
Northern Star Resources Cyber Outage Delays Payments as KCGM Expansion Nears Key Stage
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Northern Star Resources Cyber Outage Delays Payments as KCGM Expansion Nears Key Stage

Northern Star Resources said part of its ERP system remains offline after a cyber incident at a service provider, forcing manual procurement and delaying supplier payments until at least May 21. The company reported no evidence of supplier data compromise and said its U.S. Pogo mine was unaffected. Shares closed 1.03% higher at A$21.64 on May 13. Gold prices fell 0.6% to $4,686.35 an ounce amid U.S. rate uncertainty.
May 14, 2026
Sage Group Shares Slide Before Results as AI Tax Bet Faces First Test
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Sage Group Shares Slide Before Results as AI Tax Bet Faces First Test

Sage Group shares fell 3.55% to 847.6p in London Wednesday, underperforming the FTSE 100, after launching a new AI tool for UK tax reporting. The update comes as the UK’s Making Tax Digital for Income Tax regime takes effect, requiring more digital submissions. Sage continues a £300 million share buyback, with 1.44 million shares repurchased Tuesday. Half-year results are due May 21, with analysts expecting 9.8% organic revenue growth.
May 13, 2026
BAE Systems plc’s New Thales Subsea Drone Push Puts Defence Demand Back in Focus
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BAE Systems plc’s New Thales Subsea Drone Push Puts Defence Demand Back in Focus

BAE Systems and Thales will demonstrate a new intelligence, surveillance, and reconnaissance mast on BAE’s Herne XLAUV underwater drone in 2027. The mast, developed by Thales in Glasgow, is designed to capture 360-degree images rapidly, reducing exposure time above water. No contract value was disclosed. BAE recently reaffirmed its 2026 financial guidance, forecasting sales growth of 7% to 9%.
May 13, 2026
RELX Falls as Anthropic’s Legal-AI Push Reopens the Moat Debate
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RELX Falls as Anthropic’s Legal-AI Push Reopens the Moat Debate

RELX shares fell 2.4% to 2,396p in late London trade Wednesday, bucking gains in the FTSE 100 and DAX. The drop followed Anthropic’s expansion of Claude’s legal AI tools, raising investor concerns over the pricing power of RELX’s LexisNexis business. Management has defended RELX’s data and AI strategy, but investors sold despite a positive April trading update.
May 13, 2026
Compass Group Stock Extends Rally as Profit Upgrade Reframes AI and Inflation Risks
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Compass Group Stock Extends Rally as Profit Upgrade Reframes AI and Inflation Risks

Compass Group shares rose 1.06% to $32.27 in London morning trade, extending gains after the company raised its full-year profit forecast above 11%. First-half results showed organic revenue up 7.2% to $25.0 billion, operating profit at $1.839 billion, and $4.1 billion in new business wins. The stock has rallied since Friday’s $29.50 close, following stronger guidance and margin expansion.
May 13, 2026
BAT shares extend rally as FDA shift gives Vuse and Velo a cleaner U.S. read
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BAT shares extend rally as FDA shift gives Vuse and Velo a cleaner U.S. read

British American Tobacco shares rose 1.72% to GBX 4,713.78 in London Wednesday, building on a 5.82% gain after the FDA eased enforcement on some e-cigarette and nicotine pouch products with pending applications. A U.S. judge also dismissed BAT’s North Korea sanctions case after the company paid $630 million in penalties. Philip Morris and Altria shares also moved on the FDA news.
May 13, 2026
Panasonic Lumix L10 Launch: The Fixed-Lens Compact Camera Built to Challenge Fujifilm and Leica
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Panasonic Lumix L10 Launch: The Fixed-Lens Compact Camera Built to Challenge Fujifilm and Leica

Panasonic unveiled the Lumix L10 compact camera in Newark on May 12, featuring a 20.4-megapixel Four Thirds sensor and a Leica 24-75mm f/1.7-2.8 zoom lens. The camera starts at $1,499.99, with a Titanium Gold edition at $1,599.99. The L10 weighs 508 grams and includes an OLED viewfinder and multi-aspect sensor. Sales mark the 25th anniversary of the Lumix brand.
May 12, 2026
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