UK AI Stocks Today: Capita’s £62m AI Contract, Alphawave Delisting, and Fresh Forecasts for London Investors (19 December 2025)
London’s “AI trade” is ending the week with a split personality: headlines are undeniably AI-heavy, but price action is being shaped just as much by rate expectations and a fresh bout of valuation nerves across global tech. On Friday, European equities were broadly steady, with bank strength offsetting weakness elsewhere, while technology shares dipped amid renewed concerns about AI-driven valuations—a reminder that the market is increasingly picky about how AI translates into cash flow, not just whether a company mentions it. Reuters
