Davos economist warns even a ‘good’ AI bubble can bite in 2026

Davos economist warns even a ‘good’ AI bubble can bite in 2026

Barclays economist Christian Keller warned at Davos that the AI-driven market surge may be a “good bubble,” but rising debt for data centers increases risks if it bursts. He said tariff-driven price hikes could hit U.S. core goods in 2026 as inventories fall. KPMG’s Diane Swonk also cautioned that heavy reliance on AI investments could leave the economy exposed to market corrections.
XP Power share price jumps nearly 12% as RF exit plan and stronger orders lift stock

XP Power share price jumps nearly 12% as RF exit plan and stronger orders lift stock

XP Power shares rose 11.8% to 1,012 pence in London after the company said 2025 profit and EPS should meet forecasts and announced a three-year wind-down of its RF business. Order intake for 2025 jumped 24% to £225.9 million, but revenue fell 7% to £229.7 million. The company’s new Malaysia plant will open in 2026, while its Kunshan, China, facility has closed. Full-year results are due March 3.
19 January 2026
Skip LAX: JSX eyes Silicon Valley–Santa Monica flights as its new turboprops push into short-runway airports

Skip LAX: JSX eyes Silicon Valley–Santa Monica flights as its new turboprops push into short-runway airports

JSX will launch flights between San Jose and Santa Monica using ATR 42-600 turboprops, with Scottsdale service starting Jan. 22 and more Las Vegas flights planned. Santa Monica officials confirmed the airport remains set to close by the end of 2028 under a federal consent decree. The carrier received a three-year lease for commercial operations through Nov. 30, 2028. Space limits at San Jose may push the Bay Area route to Oakland.
19 January 2026
Pan African Resources share price rises as gold hits fresh records — what traders watch next

Pan African Resources share price rises as gold hits fresh records — what traders watch next

Pan African Resources shares rose 0.8% to 125.6 pence in London as gold prices jumped 1.5% to a record $4,689.39 an ounce amid renewed U.S. tariff threats over Greenland. Other London-listed precious-metal miners also advanced, while the FTSE 100 slipped 0.6%. No new company updates appeared on Pan African’s RNS feed. Investors await the firm’s interim results on Feb. 18.
19 January 2026
Diploma PLC stock price drops 3.5% as Trump tariff threat jars FTSE 100 mood

Diploma PLC stock price drops 3.5% as Trump tariff threat jars FTSE 100 mood

Diploma PLC shares fell 3.5% to 5,488 pence by midday in London, retreating from last week’s record, as U.S. tariff threats rattled markets. The FTSE 100 dropped 0.6% after President Trump warned of new tariffs on Britain and Europe starting Feb. 1. European stocks also declined, with the STOXX 600 down about 1%. Diploma, which earns nearly half its revenue in the U.S., gave no new company updates.
19 January 2026
Halma share price drops 2% as Trump tariff threat rattles London stocks

Halma share price drops 2% as Trump tariff threat rattles London stocks

Halma shares fell 2.1% to 3,619 pence by 1308 GMT in London, underperforming the FTSE 100 after U.S. President Trump threatened new tariffs on Britain and other European countries. Deutsche Bank raised Halma’s price target to 3,980 pence but kept its “hold” rating. The FTSE 100 slipped 0.6% by late morning. Investors await Halma’s trading update on March 12.
19 January 2026
4imprint share price dips as tariff jitters hit UK stocks; FOUR.L update due Tuesday

4imprint share price dips as tariff jitters hit UK stocks; FOUR.L update due Tuesday

Shares of 4imprint Group fell 1.8% to 4,350p by midday in London, underperforming the FTSE 250’s 0.9% drop. The decline comes ahead of the company’s trading update and final-results schedule set for Jan. 20. Broader European markets slid after U.S. President Trump threatened tariffs unless the U.S. can buy Greenland. Volatility spiked across euro zone equities.
19 January 2026
Chemring share price slips as Trump tariff threat jars London — what CHG investors watch next

Chemring share price slips as Trump tariff threat jars London — what CHG investors watch next

Chemring shares slipped 0.2% to 545 pence in mid-session trading Monday, underperforming as London equities fell after U.S. President Donald Trump threatened new tariffs on Britain and seven other European countries. The FTSE 100 lost 0.6%, while the UK aerospace and defence sector edged up 0.4%. Chemring traded about 672,000 shares. Investors await the Feb. 1 tariff start and Chemring’s annual meeting on Feb. 20.
19 January 2026
Yellow Cake share price nears 52-week high as uranium firms — what investors watch next

Yellow Cake share price nears 52-week high as uranium firms — what investors watch next

Yellow Cake Plc shares rose about 1.4% to 666p in London trading Monday, nearing a 52-week high as uranium futures held at $85.25 per pound after recent gains. The company’s last reported net asset value stood at 6.10 pounds per share, based on uranium spot prices and currency rates as of Jan. 8. Investors are watching for the next NAV update amid ongoing uranium price volatility.
19 January 2026
Sainsbury share price rises as buyback update lands while tariff jitters hit London

Sainsbury share price rises as buyback update lands while tariff jitters hit London

Sainsbury shares rose 1.2% to 318.6 pence in London trading Monday, outperforming a 0.6% drop in the FTSE 100 after new U.S. tariff threats. The company disclosed a buyback of 636,600 shares on Jan. 16 as part of a £92 million program set to end Feb. 28. Sainsbury’s grocery sales climbed 5.4% over Christmas, but non-food sales lagged. Preliminary results are due April 23.
19 January 2026
Seplat Energy stock hits 52-week high on anti-flaring update as London market slides

Seplat Energy stock hits 52-week high on anti-flaring update as London market slides

Seplat Energy shares rose 3.1% to a 52-week high of 336 pence in London on Monday after the company said all projects to end routine gas flaring finished in 2025 and are now in commissioning. CEO Roger Brown said Seplat expects to declare an end to routine flaring in its onshore operations soon. The FTSE 100 fell 0.6% after U.S. President Trump threatened tariffs on Britain and Europe.

Stock Market Today

Coca-Cola stock price ends near $79 — frozen products exit sets up KO earnings week

Coca-Cola stock price ends near $79 — frozen products exit sets up KO earnings week

7 February 2026
Coca-Cola will discontinue its frozen products, including the Minute Maid frozen line, in the U.S. and Canada in Q1 2026. Shares closed Friday up 0.66% at $79.03 ahead of Tuesday’s quarterly results. CEO James Quincey sold 337,824 shares on Feb. 3 for about $26 million under a pre-arranged plan. Options pricing suggests a possible 3% move after earnings.
Cisco stock jumps 3% into earnings week as tech shakeout keeps CSCO in focus

Cisco stock jumps 3% into earnings week as tech shakeout keeps CSCO in focus

7 February 2026
Cisco shares closed up 3% at $84.82 Friday after a volatile week for tech stocks. The company will report quarterly results Feb. 11, with analysts expecting EPS of $1.02 on $15.12 billion revenue. U.S. jobs and inflation data, delayed by the federal shutdown, are also due next week. About 23.9 million Cisco shares traded Friday.
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