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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Babcock International Group | 1,108.5 | 4.1% |
| Compass Group | 31.9 | 3.0% |
| BAE Systems | 2,019.0 | 2.7% |
| Antofagasta | 4,166.0 | 1.8% |
| Rolls Royce Holdings | 1,314.6 | 1.3% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Autotrader Group | 427.2 | -3.9% |
| National Grid | 1,223.0 | -3.7% |
| Rightmove | 414.2 | -3.6% |
| Severn Trent | 3,004.0 | -3.5% |
| BT Group | 209.5 | -3.5% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 10,426 | 0.8% | 19.5% |
| DOW JONES INDUS. AVG | 50,669 | 0.1% | 20.4% |
| DAX INDEX | 25,092 | 0.3% | 4.4% |
| NIKKEI 225 | 64,693 | 0.5% | 71.5% |
| S&P/ASX 200 INDEX | 8,593 | 1.4% | 2.2% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 88.77 | 0.10% |
| Brent Crude (ICE) | USD/bbl. | 93.71 | 0.62% |
| Gold Spot | USD/t oz. | 4,496 | 1.0% |
| Copper (Comex) | USd/lb. | 642 | 1.3% |
Click graph to enlarge
The UK 100 is called to open +1 points at at 10,426. The UK 100 looks set for a subdued start on Friday as investors assess reports that a potential US-Iran agreement is nearing completion but still requires Donald Trump’s approval.
Futures indicate the UK 100 will open marginally higher, up around 1 points at 10,426, following Thursday’s 0.8% decline.
Market sentiment was supported by reports that US and Iranian negotiators have agreed a framework for a 60-day ceasefire extension, including reopening the Strait of Hormuz and launching wider negotiations over Iran’s nuclear programme.
While US officials have stopped short of formally confirming a deal, Treasury Secretary Scott Bessent said there were signs that an agreement could be emerging.
However, Vice President JD Vance cautioned that several key issues remain unresolved and emphasised that Trump has yet to decide whether he will endorse any memorandum of understanding.
The S&P and Nasdaq closed at records on Thursday as tech resumed its leadership, and traders weighed a reported agreement between U.S. and Iranian negotiators to extend the ceasefire. The broader index gained 0.58% to 7,563.63, while the Nasdaq Composite rose 0.91% to 26,917.47. Both indexes also hit intraday all-time highs. The Dow Jones was higher by 0.05% at 50,668.97.
Tech stocks rallied Thursday, after a strong earnings outlook from Snowflake revived enthusiasm around the AI trade. Shares soared 36.5%, posting its best day ever after the cloud-based data platform provider issued rosy fiscal second quarter guidance, as well as a beat on the top and bottom lines in its latest quarter. The company also inked a plan to spend $6 billion on Amazon Web Services over five years.
Asian markets followed suit, with Japan’s Nikkei 225 jumping 2.6%, while Hong Kong’s Hang Seng Index rose 1.1%.
Astrazeneca has received FDA approval for durvalumab (Imfinzi-based) for bladder cancer combination therapy.
Ocado Group has secured a major partnership with Asda to replace the supermarket chain’s ecommerce infrastructure, deploying its Smart Platform across the retailer’s entire online operation from early 2027. Asda, one of the UK’s largest retailers with £21 billion in annual sales and nearly 1,100 stores, currently fulfils more than 700,000 online orders each week through a network of stores and automated facilities known as dark stores. The partnership will see Ocado’s end-to-end ecommerce solutions rolled out across both physical stores and dark stores, with the system going live in the first quarter of 2027. The Ocado Smart Platform provides the front-end webshop technology, in-store fulfilment systems, and software to optimise last-mile delivery routes and planning. The deployment will allow Asda to offer scheduled deliveries, short-lead-time orders, and click-and-collect services, whilst also fulfilling orders placed through third-party food delivery platforms, including Uber Eats, Deliveroo, and Just Eat. Ocado’s system already processes more than 70 million orders annually across 11 countries, according to the company. The transaction is not expected to materially impact Ocado’s financial results in the current year. The company previously forecast cash flow positivity in the second half of this financial year, with full-year profitability expected in 2027.
UK
None
US
None
UK
None
US
Hewlett Packard (HPE) AMC
BoE’s Governor Bailey speech
Fed’s Bowman speech
Fed’s Paulson speech
US Chicago PMI
UK 100 companies going ex-dividend on 4th June 2026:
Sainsbury (J)
Vodafone Group
Marks & Spencer Group
LondonMetric Property
Sage Group
UK 250 companies going ex-dividend on4th June 2026:
Marshalls
WPP
Johnson Matthey
Pets at Home
Computacenter
Energean
AJ Bell
Law Debenture
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