UK & AU Stock Market Today: Live Updates 10.05.2026
LIVEMarkets rolling coverageStarted: May 10, 2026, 12:00 AM EDTUpdated: May 10, 2026, 12:38 AM EDT BHP
Compass Group PLC Half-Year Results: The AI and Vermaat Questions That Could Move CPG Shares
Compass Group PLC will release half-year results at 7 a.m. BST Monday, with management presenting at 9 a.m. Shares closed Friday at $29.51/$29.52, up 0.73% after switching to a U.S. dollar quote
Why Flutter’s FanDuel CEO Shake-Up Is Bigger Than Amy Howe’s Exit
Flutter Entertainment replaced FanDuel CEO Amy Howe with President Christian Genetski and promoted Dan Taylor to group president overseeing U.S. operations. The
Reckitt Benckiser’s China Speed Bet Puts Durex, Lysol Maker Back in Market Focus
Reckitt Benckiser said ecommerce and social commerce now account for 80% of its China sales, up from 30% six years ago, with
Vodafone Group PLC’s India Turnaround Plan Takes a New Turn With Vodafone Idea Stake Move
Vodafone Group is considering transferring part of its 19% stake in Vodafone Idea to the Indian carrier’s treasury, Bloomberg reported, as Vodafone
NatWest Group Shares Climb as Buyback Revives Capital Return Debate
NatWest bought 2,749,797 ordinary shares on May 5 as part of its buyback programme, according to a Friday filing. The shares closed
Prudential plc Share Buyback: Latest Stock Move Puts $1.2 Billion Return Plan in Focus
Prudential plc bought 252,594 ordinary shares for cancellation on May 7 as part of its 2026 buyback, leaving 2.52 billion shares in issue, a U.S. filing showed. The stock closed in London at 1,139p, down 2.83%. The company reported first-quarter new business profit up 10% to $686 million. Analysts cited slower growth and ongoing concerns about Asian demand and inflation.
Standard Chartered PLC Buyback Push: Why StanChart Shares Are Back in Focus After AGM
Standard Chartered bought back 770,000 shares on May 7, paying an average 1,906.24 pence each, following shareholder approval of all AGM resolutions
International Consolidated Airlines Group SA Hit by €9 Billion Fuel Bill as IAG Cuts Profit Outlook
International Consolidated Airlines Group cut its annual profit forecast after jet fuel costs surged, despite posting a first-quarter operating profit of €351
Anglo American’s $295 Million Copper Push Could Keep El Soldado Running Until 2045
Anglo American has filed a $295 million plan to extend the El Soldado copper mine in Chile through 2045, seeking environmental approval.
Rio Tinto plc Eyes a Bigger Argentina Copper Bet as Los Azules Talks Surface
Rio Tinto is considering increasing its 17.2% stake in McEwen Copper’s Los Azules project in Argentina, according to two industry sources. The
National Grid’s New 2026 Grid Plan Could Be the Stock’s Next Big Test
National Grid’s distribution business published a 10-year Network Development Plan on Friday, detailing how local electricity networks will handle rising demand and new connections. The plan features a digital map showing network capacity, constraints, and potential fixes. National Grid shares closed up 0.33% ahead of full-year results due May 14, while the FTSE 100 fell 0.4%.
GSK Wins Court Ruling in Pfizer-BioNTech Covid Vaccine Patent Fight
A U.S. judge dismissed Acuitas Therapeutics’ attempt to clear Pfizer and BioNTech’s Comirnaty vaccine of GSK patent claims, citing lack of jurisdiction, Bloomberg Law reported Friday. The decision keeps the focus on GSK’s main Delaware lawsuit alleging Comirnaty infringes mRNA-vaccine patents. Pfizer has pledged to defend its position. The ruling does not address whether infringement occurred.
Australia Stock Market This Week: ASX 200 Dodges Fourth Weekly Loss Despite $43 Billion Friday Rout
The S&P/ASX 200 fell 1.51% on Friday to 8,744.4 but ended the week up 0.2%, its first weekly gain in a month. The Reserve Bank of Australia raised rates to 4.35% amid inflation pressure from higher fuel prices linked to Middle East tensions. Ten of 11 sectors dropped Friday, with banks and resource stocks sliding. Macquarie posted a record profit but shares reversed after hitting a high.
UK Stock Market Today: FTSE 100 Drops for Third Week as Gulf Tension and UK Politics Bite
The FTSE 100 closed 0.4% lower at 10,233.07 on Friday, marking its third straight weekly loss, while the FTSE 250 slipped 0.2%. Political uncertainty grew after Labour’s local election losses, with Prime Minister Keir Starmer naming Gordon Brown as an adviser. IAG shares dropped on a profit warning tied to higher jet fuel costs. UK 10-year gilt yields eased to 4.895% after Starmer pledged to serve his term.
BAE Systems Stock Falls Again as Defence Boom Meets a Harder Market Test
BAE Systems shares fell 2.91% to 1,933.80 pence on Friday, following a 4.68% drop Thursday, despite the company maintaining guidance for 9% to 11% earnings growth in 2026. The stock decline comes after a strong run and amid concerns over high valuations and the ability to convert military demand into contracts and cash. BAE reported a record £83.6 billion order backlog entering 2026.
RELX PLC Stock Faces Fresh AI Test After Dividend Date and Morgan Stanley Cut
RELX shares closed at 2,460 pence in London on May 8, down 0.08% after a 6.21% ex-dividend drop and a Morgan Stanley downgrade. The broker cut its rating to “equal-weight” and lowered its target price, citing rising AI competition. RELX reported 2025 revenue of £9.59 billion, up 7% underlying, and plans £2.25 billion in buybacks for 2026. The 2025 final dividend is 48.00 pence a share, payable June 18.
Barclays Just Started Another Buyback. The £500 Million Move Puts Its Capital Plan Back in Focus
Barclays PLC finished a £1 billion share buyback and launched a new £500 million programme on May 8, following shareholder approval at its annual meeting. The bank repurchased 234.9 million shares at an average 425.8 pence and will cancel them. Shares closed at 435 pence Friday, down 0.08%. A tribunal on the £9.1 billion car-finance compensation scheme is unlikely before October, the FCA said.
Lloyds Banking Group plc Faces Fresh Car-Finance Twist as £9.1bn FCA Plan Hits Court Delay
Britain’s FCA said legal challenges to its £9.1 billion motor finance compensation scheme likely won’t be heard before October. Lloyds has kept a £1.95 billion provision for redress, but uncertainty remains. Lloyds shares closed Friday at 99.03 pence, up 1.08%. The scheme covers 12.1 million motor finance agreements since 2007.
London Stock Exchange Group Stock Falls as LSEG’s AI Data Push Faces Investor Test
London Stock Exchange Group shares closed down 1.61% at £90.38 on Friday, underperforming the FTSE 100, before trading paused for the weekend. Volume was about half the 50-day average. The drop follows a record first-quarter update and a £1.1 billion buyback, but the stock remains well below its year high amid investor concerns over AI’s impact on LSEG’s data business.
Haleon Shares Drop as £10 Billion Debt Update Keeps Spotlight on Growth and Buyback
Haleon shares closed down 1.16% at 331.20 pence in London on May 8 after first-quarter organic revenue rose 2.2%, held back by weak cold and flu sales. The company completed further share buybacks, reducing its voting share count to about 8.88 billion. Haleon maintained its 2026 outlook and updated its £10 billion Euro Medium Term Note programme.
Rolls-Royce Stock Faces Fresh Test as Hybrid Mining Push Moves Beyond Jet Engines
Rolls-Royce will begin field testing a hybrid mtu haul-truck drive in autumn 2026, targeting up to 30% fuel and CO2 cuts. Shares dropped 3.11% Friday to £12.20, lagging the FTSE 100. The mining retrofit project has no named customers yet. 2026 profit and cash flow guidance remains unchanged.
BP PLC’s Big Reset Is Here: Meg O’Neill Starts June Overhaul as Carbon Capture Stakes Go on Block
BP CEO Meg O’Neill told staff the company will reorganize in June, returning to a structure focused on upstream and downstream units. BP is also selling part of its stakes in two UK carbon capture projects as construction begins. Net debt rose to $25.3 billion in the first quarter. The company did not disclose buyers or the size of the stakes for sale.
HSBC Holdings Plc Says $400 Million Fraud Hit Is Isolated. Investors Want to Know Why.
HSBC set aside $400 million for potential fraud losses tied to private credit loans, rattling investors and prompting a review of similar exposures, Chairman Brendan Nelson told shareholders. The provision contributed to a slip in first-quarter pretax profit to $9.4 billion. HSBC has not named the company involved. Shares in London and Hong Kong fell, while New York shares rose.
Glencore plc Faces Colombia Pressure Over Cerrejón Coal Mine Closure Talks
Colombia’s government has asked Glencore to begin talks with La Guajira officials and communities ahead of Cerrejón’s 2034 concession expiry. Cerrejón’s coal output fell 12% to 16.8 million tonnes in 2025 after earlier cuts. The request coincided with Glencore’s release of its 2025 government payments report. Glencore and Cerrejón did not immediately comment.
Unilever PLC’s $65 Billion McCormick Deal Faces Fresh ESG Investor Pressure
Some Unilever investors are demanding strict sustainability and deforestation standards for the $65 billion foods merger with McCormick & Co. McCormick would control a larger supply chain with greater exposure to agricultural risks. Unilever says 97% of its key commodities were deforestation-free in 2025, while McCormick is updating its sustainability program. The deal is expected to close by mid-2027.
Shell’s $6.9 Billion Profit Beat Has a Catch: Lower Buybacks and Qatar Risk
Shell began a $3 billion share buyback after reporting first-quarter adjusted earnings of $6.92 billion, beating analyst expectations. The company raised its dividend by 5% to $0.3906 a share but cut the buyback from $3.5 billion last quarter. Net debt increased to $52.6 billion as cash flow from operations dropped to $6.1 billion. China’s April crude imports fell 20% amid Middle East supply disruptions.
UK & AU Stock Market Today: Live Updates 09.05.2026
LIVEMarkets rolling coverageStarted: May 9, 2026, 12:00 AM EDTUpdated: May 9, 2026, 11:59 PM EDT Australia Commercial Vehicle Brake Chambers Market Outlook to 2035 | Import Dependence & Innovation Trends May 9, 2026, 11:54 PM EDT. Australia's commercial vehicle brake chambers market relies heavily on imports, with over 80% sourced from China, India, and Germany, due to lack of domestic manufacturing. The aftermarket segment drives 55-60% of demand amid a truck and trailer fleet of 650,000 units and mandatory inspection laws under ADR 35/07. Prices vary from AUD 60-90 for standard replacement chambers to AUD 180-260 for OEM spring brake
NAB Profit Miss Shows Why Australia’s Business Lending Boom Is Suddenly Under Pressure
National Australia Bank shares fell 2.91% to A$38.36 after reporting half-year cash earnings of A$2.64 billion, missing estimates. The bank booked a A$706 million credit impairment charge, including A$300 million for potential Middle East conflict losses. NAB increased loan-loss buffers and changed its software accounting, taking a A$949 million post-tax charge. The Reserve Bank of Australia raised rates to 4.35% this week.
Rio Tinto Eyes a Bigger Argentina Copper Bet as Los Azules Stakes Rise
Rio Tinto is considering increasing its 17.2% stake in McEwen Copper’s Los Azules project in Argentina, sources said. The project’s feasibility study values it at $2.9 billion after tax, but McEwen Copper is seeking $4 billion in funding and may pursue a $300 million IPO in late 2026. Rio’s first-quarter copper output rose 9% to 229,000 tonnes. Supply chain risks and community concerns remain.
Valor Is Finally Coming To Tokyo — Why Ota Ward Is A Bigger Test Than It Looks
Valor Holdings plans to open its first Tokyo supermarket in Ota Ward this autumn, taking over the former Olympic Honhaneda site. The Gifu-based retailer aims to expand beyond its Chubu base and reach ¥1 trillion in operating revenue by March 2028. The Tokyo store follows its Kanto debut in Yokohama last November. Valor shares closed at ¥3,555 on Friday, down ¥90.
Sony’s TSMC Sensor Deal Could Rewrite Japan’s AI Chip Playbook
Sony Semiconductor Solutions and TSMC signed a non-binding agreement to form a Sony-led joint venture in Japan to develop and produce next-generation image sensors. The venture would use Sony’s new plant in Kumamoto, with future investment tied to demand and Japanese government support. The deal awaits final contracts and depends on meeting closing conditions.
National Grid Results: The £70 Billion Question Facing the UK Utility Before Earnings
National Grid shares rose 0.33% in London on Friday ahead of its May 14 full-year results and scrutiny of its £70 billion investment plan. The company flagged a net hit of about 1 pence to EPS from U.S. regulatory refunds and storm costs but said annual performance was in line with expectations. Ofgem has approved £28 billion in UK network upgrades for 2026-2031. National Grid accepted the RIIO-T3 settlement in March.
Saipem Stock Pullback Tests a 108% Comeback as Analysts Still See Upside
Saipem shares fell 0.69% to 4.304 euros in Milan Friday, after a 4.18% drop the previous session, despite a 95% gain over six months. The company reported Q1 revenue of 3.53 billion euros and confirmed 2026 guidance. Manager Simone Chini sold 120,000 shares for about 538,000 euros on April 30. Saipem also signed a three-year collaboration deal with utility Hera on May 6.
S&P 500 Hits Record High as AI Stocks and Jobs Data Overpower Oil Fears
The S&P 500 closed at 7,398.93 and the Nasdaq at 26,247.08, both record highs, after chip stocks surged and April nonfarm payrolls rose by 115,000. Nvidia gained 1.8%, while Micron and Sandisk jumped over 15% each. Unemployment held at 4.3%. Declining stocks outnumbered advancers in the S&P 500 despite the headline gains.
Commerzbank’s 3,000-Job Cut Bet Could Decide the UniCredit Takeover Fight
Commerzbank will cut up to 3,000 more jobs and raised profit targets for 2026 and 2030 as it resists UniCredit’s takeover bid. UniCredit’s all-share offer values Commerzbank below its market price, and Berlin, labor leaders, and regulators have joined the dispute. UniCredit holds just under 30% of Commerzbank and seeks to cross Germany’s takeover threshold. Commerzbank reported Q1 net profit of €913 million, up 9%.