Technology 28 April 2026 - 1 May 2026

Airtel Africa’s $2 Billion Airtel Money IPO Plan Puts London Listing in Focus

Airtel Africa’s $2 Billion Airtel Money IPO Plan Puts London Listing in Focus

Airtel Africa plans to list its Airtel Money unit in London, aiming to raise $1.5–$2 billion and potentially value the business at up to $10 billion, according to Reuters and Bloomberg. The company will release full-year results on May 8. Airtel Money reported 52 million customers and $210 billion in annualised processed value for the nine months to December 2025. Airtel Africa shares closed down 0.39% in London on Friday.
May 1, 2026
BT Group News: Ofcom Probe Puts EE and Plusnet Data Under the Microscope Before Results

BT Group News: Ofcom Probe Puts EE and Plusnet Data Under the Microscope Before Results

Ofcom has launched an investigation into BT Group over possible failures to provide complete customer-service data from its EE and Plusnet units, citing evidence of incomplete or inaccurate responses. BT has not been found in breach and says it takes compliance seriously. The probe comes as BT prepares to report full-year results on May 21. BT shares closed at 216.20p, valuing the company at £21.11 billion.
May 1, 2026
National Grid plc’s £50 Million Grid Fix: New Sensors Target Britain’s Power Bottlenecks

National Grid plc’s £50 Million Grid Fix: New Sensors Target Britain’s Power Bottlenecks

National Grid plc will deploy dynamic line rating technology on 585 km of transmission lines in England and Wales, aiming to boost capacity and save up to £50 million over five years. The rollout, covering the North East, Humber, and East Anglia, comes as grid balancing costs threaten to quadruple by 2030. Most installations are due by 2028, with some sensors to be mounted by drone on live lines.
May 1, 2026
RELX PLC Stock Inches Higher, But AI Threat Keeps LexisNexis in the Spotlight

RELX PLC Stock Inches Higher, But AI Threat Keeps LexisNexis in the Spotlight

RELX shares rose 0.22% to 2,688p in London on Friday but remain 36% below last year’s peak after an AI-driven selloff. Investors are watching whether cheaper legal AI tools from rivals like Anthropic will erode RELX’s market position. The company reported continued growth from AI-enabled analytics and is seeking to acquire French legal AI platform Doctrine. RELX’s Legal division faces the most pressure from new AI competition.
May 1, 2026
Ceres Power Stock Faces a Fresh Test as Delta-Centrica Fuel-Cell Deal Targets AI Data Centres

Ceres Power Stock Faces a Fresh Test as Delta-Centrica Fuel-Cell Deal Targets AI Data Centres

Ceres Power said Delta Electronics and Centrica signed a deal to deploy off-grid solid oxide fuel cells for UK and European data centres and heavy industry. The partners plan a UK demonstration site within a year and aim for megawatt-scale systems in three to five years. Ceres shares closed at 619 pence, down 0.32%. Bloom Energy, a U.S. rival, reported $751.1 million Q1 revenue and raised 2026 guidance.
April 30, 2026
Sage Group plc AI Push: New Agents, Doyen Deal and Buyback Put Stock in Focus

Sage Group plc AI Push: New Agents, Doyen Deal and Buyback Put Stock in Focus

Sage Group added new AI agents to its finance software and acquired Doyen AI to speed customer migrations ahead of its May 21 results. Shares closed at 876.80p in London, down 0.61%, with a market value near £8.02 billion. Sage also bought back 923,243 shares at an average 878.0023p, all to be cancelled. Sage reported 922,060,889 voting rights as of April 30.
April 30, 2026
Experian PLC’s AI Shopping Move: Why Agent Trust Matters for EXPN Shares

Experian PLC’s AI Shopping Move: Why Agent Trust Matters for EXPN Shares

Experian PLC launched an AI commerce trust framework Thursday, aiming to verify links between consumers and AI agents handling transactions. Built with Visa, Cloudflare, and Skyfire, the service issues real-time trust tokens to confirm identity and intent. Experian shares closed up 1.24% in London. The move comes as payment networks and tech firms compete to set standards for agent-driven commerce.
April 30, 2026
National Grid plc’s £50 Million Grid Fix: New Line Sensors Aim to Cut UK Power Bottlenecks

National Grid plc’s £50 Million Grid Fix: New Line Sensors Aim to Cut UK Power Bottlenecks

National Grid plc will install dynamic line rating technology on 585 km of transmission lines in England and Wales, aiming to save consumers up to £50 million over five years. The rollout targets key north-to-south routes and will cover 39 circuits, mainly to ease grid congestion as Britain increases renewable power flows. The work involves LineVision, Ampacimon, and Heimdall Power under a five-year contract.
April 30, 2026
Meta Stock Drops as $145 Billion AI Spending Shock Overshadows Earnings Beat

Meta Stock Drops as $145 Billion AI Spending Shock Overshadows Earnings Beat

Meta Platforms raised its 2026 capital spending forecast to $125–$145 billion, up $10 billion from its earlier range, citing higher component prices and data-center costs. Shares fell about 5% in after-hours trading despite first-quarter revenue of $56.31 billion, which beat analyst expectations. Net income rose 61% to $26.77 billion, boosted by an $8.03 billion tax benefit. Ad impressions increased 19% year over year.
April 29, 2026
Amazon’s AI Cloud Bet Just Got a Big Win — But the $44 Billion Question Won’t Go Away

Amazon’s AI Cloud Bet Just Got a Big Win — But the $44 Billion Question Won’t Go Away

Amazon posted first-quarter net sales of $181.5 billion, beating estimates, as AWS revenue jumped 28% to $37.6 billion. Net income reached $30.3 billion, including $16.8 billion in pre-tax gains from its Anthropic investment. Capital spending hit $44.2 billion, while free cash flow dropped to $1.2 billion. AWS operating income rose to $14.2 billion, with margins at 37.7%.
April 29, 2026
Microsoft’s Azure Beats, But AI Spending Fears Hit Stock After Q3 Earnings

Microsoft’s Azure Beats, But AI Spending Fears Hit Stock After Q3 Earnings

Microsoft reported quarterly revenue of $82.9 billion, up 18%, and net income of $31.8 billion, up 23%, as Azure cloud revenue jumped 40%. Its AI business reached a $37 billion annual revenue run rate. Shares fell nearly 2% in after-hours trading as investors questioned returns on AI spending. Alphabet and Amazon also reported strong cloud results, intensifying competition.
April 29, 2026
Alphabet Earnings Beat Wall Street As Google Cloud Surge Puts Google’s AI Spending Back in Focus

Alphabet Earnings Beat Wall Street As Google Cloud Surge Puts Google’s AI Spending Back in Focus

Alphabet posted first-quarter revenue of $109.9 billion, beating Wall Street estimates, driven by Google Cloud’s $20.03 billion result. Google advertising revenue surpassed $77.2 billion. Analysts had expected total revenue near $107 billion and Google Cloud revenue of $18.4 billion. Investors are watching for details on AI infrastructure spending in the company’s upcoming call.
April 29, 2026
Colorado Kills Tech-Backed Right-to-Repair Rollback in Blow to Cisco, IBM

Colorado Kills Tech-Backed Right-to-Repair Rollback in Blow to Cisco, IBM

A Colorado House committee voted 7-4 to kill SB26-090, which would have exempted some IT equipment in “critical infrastructure” from the state’s right-to-repair law. The bill had passed the Senate earlier this month. The decision leaves in place repair protections for digital electronics that began Jan. 1, including limits on “parts pairing.” Tech companies including Cisco and IBM had backed the measure.
April 29, 2026
Western Digital Stock Rises as Seagate’s AI Storage Beat Puts $500 Target in Focus

Western Digital Stock Rises as Seagate’s AI Storage Beat Puts $500 Target in Focus

Western Digital shares climbed about 5% Tuesday after Seagate posted stronger-than-expected results and guidance. Analysts at Cantor Fitzgerald and BofA raised their price targets for Western Digital, citing tight hard disk drive supply and strong nearline demand. Options traders are pricing an 11.63% swing after Western Digital reports fiscal third-quarter results Thursday. The company previously guided Q3 revenue to $3.2 billion and adjusted EPS to $2.30.
April 28, 2026
New Pixel Weather Rival Gradient Weather Draws Android Buzz — But There’s a Catch

New Pixel Weather Rival Gradient Weather Draws Android Buzz — But There’s a Catch

Gradient Weather, a new Android app from London-based Subtle Signals, is gaining traction as an alternative to Google’s Pixel Weather after Google limited its weather features for non-Pixel users. The app offers customizable alerts, animated effects, and dashboard cards, but some features require a Premium upgrade. Its Play Store listing shows over 1,000 downloads. Pixel Weather remains exclusive to Pixel 6 and newer devices.
April 28, 2026
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