Justin Emerson

Smiths finds a sharper shape

Smiths Group is emerging from a major portfolio overhaul with a simpler business and healthier margins. Full-year growth was modest, but profit held up well, the balance sheet was transformed by asset sales and management expects faster organic growth in 2027. Investors liked the combination, sending the shares up 6% after the results.

September 22, 2026 at 04:15 am

Trainline hits a slowdown, but holds its line

Trainline's passengers are still travelling, but its growth has stopped. Flat ticket sales, falling revenue and mounting regulatory pressure suggest that the journey is becoming more difficult. However, Trainline's shares still rose 1.6% after its half-year update. The attraction was resilience: the company kept its annual forecasts, protected profitability and unveiled a £100m share buyback despite a long list of operational and regulatory problems.

September 11, 2026 at 04:57 am

Computacenter's American makeover

Computacenter is starting to look less like a British IT reseller and more like an American infrastructure supplier. A boom in spending on data centres helped it nearly double first-half profit and prompted another upgrade to its full-year outlook. Investors appeared satisfied: the shares rose around 2.5% after the results.

September 08, 2026 at 04:22 am

In Britain, the state takes a stake

Britain's shrinking stock market is pushing the government into the venture-capital business. The plan may help promising firms grow at home, but it will also make taxpayers and pension savers bear more of the risk.

September 07, 2026 at 10:06 am

Jet2 sets its sights on the FTSE 250

Britain's largest holiday company is preparing for an upgrade. Jet2 plans to leave AIM, London's junior stock market, and join the main market, putting it in line for a place in the FTSE 250. The move could transform who owns the company's shares and how easily they trade.

September 04, 2026 at 05:02 am

London, the waiting room for private equity

Three British companies found the exit in a single day. Bodycote, Gamma Communications and Capricorn Energy have all backed takeover offers that would end decades on the London Stock Exchange. The City is still generating plenty of business, but more and more, that business consists of helping companies leave the public market rather than join it.

September 02, 2026 at 04:50 am

Promising results for Bristol Myers in cardiomyopathy

At the European Society of Cardiology (ESC) 2026 congress, the drugmaker presented new long-term data on its cardiac myosin inhibitor, Camzyos.

August 31, 2026 at 01:49 pm

SG now expects three Fed rate hikes by March 2027

The US Federal Reserve is expected to raise interest rates three times by March 2027, by a quarter point each time, Societe Generale forecasts following the speech delivered Friday by Fed Chairman Kevin Warsh at the Jackson Hole gathering.

August 31, 2026 at 09:43 am

Boeing: Eight years after the 737 MAX crashes, has the safety culture really changed?

In the documentary "Freefall: Boeing on Trial", Rory Kennedy looks back on two decades of alleged drift inside the Seattle-based company. Ahead of the film's release on Netflix, MarketScreener wanted to learn more about the safety culture at work at Boeing. While the planemaker says it has made significant progress in recent years, two former executives we interviewed believe that deeper problems persist…

August 31, 2026 at 03:43 am

Apple raises prices for Apple TV and Apple One in the US

Apple on Friday increased the price of its Apple TV streaming service in the United States, now offered at $14.99 a month or $119 a year, up from $12.99 and $99, respectively. The price of the individual Apple One plan, which bundles Apple TV, Apple Music and iCloud storage, also rises to $21.95 a month from $19.95.

August 31, 2026 at 02:34 am

Workday benefits from AI, but its outlook disappoints the market

Workday has posted Q2 revenue growth of 12.8%, supported by the adoption of its finance and human resources software enhanced by artificial intelligence. The momentum, however, was not enough to win over investors, with the stock down nearly 2% in after-hours trading yesterday, before adding back 1% in early trading Friday, as results and guidance largely matched expectations.

August 28, 2026 at 10:47 am

Watkin Jones sounds the profit alarm

Watkin Jones's year-end hopes have hit an obstacle: investors remain interested in rental housing, but unwilling to sign quickly enough. Delayed deals will leave the developer's full-year profit far below the recovery it had anticipated.

August 28, 2026 at 04:11 am

Jackson Hole: What to expect from Kevin Warsh's speech?

On Friday Kevin Warsh will make his first speech at Jackson Hole as Federal Reserve chair, with the key issue not so much to pre-signal the next FOMC decision, as to spell out his reaction function, in other words how shifts in inflation, growth, and employment translate in practice into monetary policy decisions.

August 28, 2026 at 02:24 am

Dollar Tree tops expectations in Q2

Dollar Tree reported adjusted EPS of $2.70 for Q2, up 250% y-o-y, largely driven by a $1.31 gain tied to the net impact of tariff refunds.

August 27, 2026 at 10:27 am

CrowdStrike soars after beating expectations and raising targets

CrowdStrike shares jumped 11% in after-hours trading Wednesday. The US cybersecurity specialist posted revenue of $1.47bn for Q2 2027, up 26% y-o-y, versus the $1.44bn expected. Adjusted EPS (non-GAAP) came in at $0.31, compared with a consensus near $0.29.

August 27, 2026 at 02:47 am

Treasuries: Citadel Securities Now Betting on a Pullback in LT Rates

After taking a bearish view on bonds at the start of the summer, Citadel Securities now believes the risk-reward balance favors a decline in long-term US rates over the coming months.

August 27, 2026 at 02:43 am

Hochschild surges as record prices lift profits

Hochschild Mining's shares rose 7% after record precious-metal prices helped the company more than triple its profit and move into a net cash position. Investors welcomed the stronger earnings, larger dividend and unchanged production target, even though rising costs and the difficult turnaround of its Brazilian mine remain significant concerns.

August 26, 2026 at 05:09 am

Intuit disappoints with annual guidance, shares slide after hours

Intuit issued fiscal 2027 guidance that came in below Wall Street expectations, as the group prioritizes winning new customers and gaining market share at the expense of near-term growth. Shares in the software publisher fell over 7% after close yesterday, extending their YTD decline to more than 44%.

August 26, 2026 at 04:05 am

SpaceX plans up to $100bn for a new site in Louisiana

SpaceX plans to invest up to $100bn in Starbase Louisiana, a new space complex designed to become the main launch site for its Starship rocket. Located in Vermilion Parish, the project could ultimately host thousands of launches a year and create around 10,000 jobs, according to Elon Musk.

August 25, 2026 at 02:55 pm

EasyJet: Apollo's buyout runs into the European regulatory maze

The airline is continuing talks with regulators ahead of releasing the documents related to its buyout. At around 4 p.m., easyJet shares were up about 0.3% in London, at roughly 675 pence.

August 25, 2026 at 10:59 am

Is Britain escaping its productivity trap?

Britain's economy has spent most of the past 15 years producing remarkably little extra output for each hour worked. New research from the Resolution Foundation suggests that this may finally be changing. Its alternative measure of productivity points to a broad recovery since 2024. Has Britain finally broken with its post-financial-crisis malaise?

August 25, 2026 at 04:50 am