Today: 26 June 2026

Khadija Saeed

Khadija Saeed is a financial markets reporter at TS2.tech, specializing in stocks, technology and emerging industries. She studied economics and finance at the London School of Economics and previously worked in market research before moving into financial journalism. Her coverage focuses on the companies, innovations and economic trends influencing global investors.

Alphabet Inc (Google) Class C Faces Indonesia Under-16 Rule as YouTube Enters Talks

Alphabet Inc (Google) Class C Faces Indonesia Under-16 Rule as YouTube Enters Talks

Indonesia will require YouTube, TikTok, Roblox, and Instagram to deactivate under-16 accounts on high-risk platforms starting March 28. YouTube and TikTok confirmed talks with officials as they review the new rule. The regulation targets core revenue streams for Alphabet, which reported over $60 billion in YouTube revenue last year. Meta warned the policy could push teens to less safe online spaces.
10 March 2026
Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud unit is moving Pentagon-related workloads off Anthropic’s Claude AI after the Pentagon labeled Anthropic a supply-chain risk. The move follows Anthropic’s refusal to remove safety limits on its AI, prompting a lawsuit against the government. Other agencies and contractors are also shifting away from Anthropic. Amazon remains a key Anthropic partner, with up to $8 billion invested.
Broadcom Stock Back in Focus as $100 Billion AI Bet Sparks Fresh Rally

Broadcom Stock Back in Focus as $100 Billion AI Bet Sparks Fresh Rally

Broadcom shares closed at $345.75 on Monday, up 4.6%, after the company forecast AI chip revenue could top $100 billion in 2027. First-quarter AI revenue jumped 106% to $8.4 billion, with total revenue up 29% to $19.31 billion. The board approved a new $10 billion buyback. CEO Hock Tan said Broadcom has “line of sight” to more than $100 billion in AI chip revenue in 2027.
Microsoft taps Anthropic for Copilot as enterprise AI agent race heats up

Microsoft taps Anthropic for Copilot as enterprise AI agent race heats up

Microsoft added Anthropic’s technology to Microsoft 365 Copilot with a new tool, Copilot Cowork, now in limited preview and expanding later in March. The company also launched Agent 365 and Microsoft 365 E7, set for general sale May 1 at $15 and $99 per user monthly. Microsoft aims to reduce reliance on OpenAI, offering Claude Sonnet models in Copilot alongside OpenAI’s. Some Copilot Cowork use will be included in the $30 Copilot plan.
Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Tesla Faces Fresh Robotaxi Pressure as Zoox Expands and Safety Scrutiny Builds

Amazon’s Zoox will expand robotaxi testing to Dallas and Phoenix, challenging Tesla’s lead in Austin. U.S. auto-safety officials open a national forum Tuesday on regulating driverless vehicles. Tesla began driverless rides in Austin in January but has not tested autonomous vehicles in California for six years. Waymo currently provides about 400,000 weekly rides and has logged 200 million driverless miles.
Compass Group outlook faces fresh test as investor conferences begin after AI selloff

Compass Group outlook faces fresh test as investor conferences begin after AI selloff

Compass Group will meet investors in Florida and London on Tuesday after AI concerns overshadowed its 7.3% organic revenue growth last quarter. Shares hit a three-year low despite $4 billion in new business wins and the $1.7 billion Vermaat acquisition. The company plans to switch its share trading currency to U.S. dollars on April 1. Management faces questions as tech-sector clients drive ongoing market caution.
10 March 2026
Vodafone Group PLC’s UK unit in Virgin Media O2 broadband talks, reports say

Vodafone Group PLC’s UK unit in Virgin Media O2 broadband talks, reports say

VodafoneThree is in talks with Virgin Media O2 for a broadband wholesale deal that would let it sell home internet over Virgin Media O2’s network, according to the Financial Times and The Times. VodafoneThree had about 2 million broadband customers at the end of December and aims to more than double that by 2034. Vodafone shares closed down 1.34% at 106.85 pence in London on Monday.
10 March 2026
Tesco PLC Tests 24/7 Royal Mail Parcel Lockers at UK Stores as Convenience Race Intensifies

Tesco PLC Tests 24/7 Royal Mail Parcel Lockers at UK Stores as Convenience Race Intensifies

Tesco has begun a six-month trial of Royal Mail parcel lockers outside selected UK stores, offering 24/7 parcel services. The trial covers sites in Ashby-de-la-Zouch, Barrow, Burnham-on-Sea, Bury, Cullompton, Horwich, March, and Preston. Tesco’s market share rose to 28.7% in the 12 weeks to Feb. 22, according to Worldpanel data. Sainsbury’s and Co-op have also announced Royal Mail locker partnerships.
10 March 2026
Aviva plc Restarts £350 Million Buyback as Shares Slide — Why Analysts Still See Value

Aviva plc Restarts £350 Million Buyback as Shares Slide — Why Analysts Still See Value

Aviva bought 20,000 shares for cancellation under its £350 million buyback, but shares closed down 2.58% at 611.2 pence. The company reported a 25% rise in 2025 operating profit to £2.2 billion, boosted by the Direct Line takeover. Aviva forecasts a combined operating ratio below 94% in the UK and Ireland this year. The final dividend of 26.2 pence awaits shareholder approval on May 14.
Sage teams with SumUp on free UK tax tool ahead of Making Tax Digital deadline

Sage teams with SumUp on free UK tax tool ahead of Making Tax Digital deadline

Sage Group and SumUp will launch a free accounting and tax-filing tool for UK sole traders inside SumUp’s platform, ahead of new HMRC digital filing rules starting April 6. The tool will automate HMRC-ready filings for users with over £50,000 in combined self-employment and property income. HMRC estimates about 864,000 people will be affected in the first year. The threshold drops to £30,000 in 2027.
10 March 2026
International Consolidated Airlines Group SA slides as oil shock and BA flight disruption threaten recovery

International Consolidated Airlines Group SA slides as oil shock and BA flight disruption threaten recovery

IAG shares fell up to 6% alongside Air France-KLM, Lufthansa, and Wizz Air as Brent crude surged and Middle East conflict disrupted routes. British Airways remains unable to fly to several Middle East cities, adding extra Muscat-Heathrow flights through March 12. Over 40,000 Middle East flights have been cancelled since Feb. 28. IAG recently beat 2025 profit forecasts and launched a €500 million buyback.
3i Group plc shares hit 52-week low as Action worries erase January rally

3i Group plc shares hit 52-week low as Action worries erase January rally

3i Group shares fell 2.89% to 2,927 pence on Monday, hitting a new 52-week low as doubts persisted over future growth at its main asset, discount retailer Action. The stock closed below Hargreaves Lansdown’s estimated NAV of 3,030.14 pence. 3i valued its Action stake at £22.4 billion in January and reported strong sales growth, but analysts warn returns may slow. Investors await more detail at a March seminar.
10 March 2026
SSE PLC insiders buy shares as utility enters key UK grid spending phase

SSE PLC insiders buy shares as utility enters key UK grid spending phase

SSE Plc disclosed Monday that CEO Martin Pibworth and six other executives acquired a total of 45 shares under its all-employee share plan, ahead of a closed period starting April 2. The company faces scrutiny over its ability to fund a £33 billion, five-year grid expansion, with five major transmission projects already under construction and 75% of key planning consents secured.
10 March 2026
Beazley Plc Filings Reveal Big Holders as Zurich’s $11 Billion Takeover Gap Holds

Beazley Plc Filings Reveal Big Holders as Zurich’s $11 Billion Takeover Gap Holds

Wellington Management, Vanguard, and Polar Capital disclosed stakes of 6.21%, 5.03%, and 1.33% in Beazley Plc after Zurich Insurance’s £8.1 billion takeover offer. Beazley shares closed Monday at 1,289 pence, 3.4% below Zurich’s 1,335 pence offer. Citadel, D.E. Shaw, and Man Group also reported positions. Zurich expects the deal to close in the second half of 2026, pending approvals.
9 March 2026
Persimmon Plc Shares Slide Ahead of 2025 Results as UK Housebuilder Pressure Builds

Persimmon Plc Shares Slide Ahead of 2025 Results as UK Housebuilder Pressure Builds

Persimmon Plc shares dropped 5.5% to 1,223.5 pence on Monday ahead of its full-year results due March 10. The fall followed warnings from rivals Vistry and Taylor Wimpey about lower margins and profits amid rising build costs and weaker demand. Persimmon previously reported 2025 completions up 12% and expects profit at the upper end of forecasts. Investors await any update on its 2026 outlook.
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Stock Market Today

  • PNC Financial to Raise Dividend by 18% Following 2026 Fed Stress Test Success
    June 26, 2026, 1:09 PM EDT. PNC Financial Services plans an 18% increase in its quarterly dividend to $2 per share after passing the 2026 Federal Reserve stress test, confirming its robust capital position. The bank's Common Equity Tier 1 (CET1) ratio stands at 10.1%, well above the required 7%. PNC's stress capital buffer remains at the minimum 2.5% until October 2027 amid ongoing Fed supervisory reviews. The proposed dividend hike awaits board approval on July 6, 2026, and reflects confidence in continued earnings and liquidity, supported by $31.7 billion in available liquidity and a share repurchase program. PNC's dividend yield of 2.8% surpasses the industry average, highlighting its strength amid regulatory requirements and market conditions.

Latest News

Moderna (NASDAQ:MRNA) gains $3.3 billion after CAR-T update

Moderna (NASDAQ:MRNA) gains $3.3 billion after CAR-T update

26 June 2026
Moderna soared 13.9% to $68.06 after unveiling mRNA-6007, an in vivo CAR-T candidate for autoimmune disease, at its Science Day, adding $3.3 billion in equity value—more than its 2026 R&D forecast—despite no near-term sales boost, with analysts split on future prospects and cash burn risks.
Netflix (NASDAQ:NFLX) rebound leaves $175 billion Wall Street divide

Netflix (NASDAQ:NFLX) rebound leaves $175 billion Wall Street divide

26 June 2026
Netflix (NASDAQ:NFLX) jumped 5.9% to $75.10 after hitting a 20-month low, but the stock still trades far below the $115.82 average analyst target, leaving a $175 billion equity value gap; with 2027 EPS estimates steady and Q2 results due July 16, investors are watching whether ads and earnings can close the gap.
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