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BMO expects AI development to continue as security concerns grow, while forecasting tighter regulation, lower token costs and continued demand for computing hardware.
Gold prices rose on Friday but remained on course for a weekly loss as markets assessed Treasury yields, the US dollar, oil prices and the Fed policy outlook.
Oil prices fell as markets assessed reported US-Iran talks over the Strait of Hormuz, Saudi export risks and an unexpected rise in US crude inventories.
European gas prices are heading for their largest weekly decline since mid-June, with TTF and NBP futures down more than 8% as LNG routes adjust.
Wall Street futures moved higher as Treasury yields remained elevated, while oil prices declined and Costco reported fourth-quarter results above estimates.
European stocks rose on Friday as crude oil prices eased, while investors monitored elevated bond yields, US-China talks and Middle East developments.
HSBC upgraded BP and TotalEnergies to Buy and raised oil-sector earnings estimates after increasing its Brent crude and gas price forecasts.
Airbus has identified a fuselage quality issue affecting about 500 A321neo aircraft, although the reported defect does not pose a safety risk.
The FTSE 100 rose 0.5% as investors assessed US-Iran diplomatic talks, reduced Strait of Hormuz shipping traffic and lower oil prices.
Harworth shares rose 4.6% after Peel Pepper increased its cash takeover proposal to 187p per share, valuing the company at about £631.7 million.
Avacta presented new AVA6103 preclinical data and early FOCUS-01 Phase 1 findings as enrolment continues in its targeted oncology programme.
Bango reported a 3% rise in H1 2026 revenue to $25.9 million, while Annual Recurring Revenue increased 31% to $20.4 million and Adjusted EBITDA reached $9.0 million.
Capita has secured £30 million of new financing from Shawbrook Bank, comprising a £15 million revolving credit facility and a £15 million term loan.
Strategic Minerals reported a 49% increase in Redmoor's inferred resource, while H1 cash reached US$10.0 million following £8.7 million of equity fundraising.
Robinson expects 2026 underlying operating profit to meet market forecasts despite a £3.3 million annual revenue contract ending in December.
Great Western Mining has completed a 23-hole drilling programme at its Defender tungsten project in Nevada as it works towards a maiden Mineral Resource Estimate.
Tandem Group reported a 6.7% rise in first-half revenue to £11.9 million and returned to profit, with pre-tax profit of £70,000.
Aminex is targeting first gas from Ntorya-2 and the spudding of NT-3 in December 2026 as work on the Ntorya–Madimba pipeline progresses.
Brave Bison has launched a 360p-per-share cash offer for System1 Group, with its existing holding and letters of intent representing 39.19% of System1 shares.
Genel Energy has increased its cash offer for Capricorn Energy to US$5.74 per share, valuing the company at about US$436 million.