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| Yesterday’s UK 100 Leaders | Price (p) | % Chg |
| Antofagasta | 3,931.0 | 6.9% |
| Halma | 3,742.0 | 5.5% |
| Anglo American | 3,907.0 | 5.5% |
| Polar Capital Technology Trust | 669.0 | 5.4% |
| Fresnillo | 2,629.0 | 5.2% |
| Yesterday’s UK 100 Laggards | Price (p) | % Chg |
| Smith & Nephew | 1,122.0 | -6.3% |
| BP | 525.0 | -4.9% |
| Coca-Cola Europacific Partners | 7,735.0 | -4.0% |
| Shell | 3,321.5 | -2.5% |
| Pearson | 1,227.5 | -1.8% |
| Major World Indices | Price | % Chg | 1 Year |
| UK 100 INDEX | 10,879 | 0.2% | 19.2% |
| DOW JONES INDUS. AVG | 54,086 | 1.7% | 22.4% |
| DAX INDEX | 26,202 | 0.8% | 10.3% |
| NIKKEI 225 | 63,958 | 0.3% | 57.7% |
| S&P/ASX 200 INDEX | 9,146 | 1.4% | 4.3% |
| Commodity | Units | Price | % Chg |
| WTI Crude Oil (Nymex) | USD/bbl. | 75.77 | 5.69% |
| Brent Crude (ICE) | USD/bbl. | 78.72 | 6.03% |
| Gold Spot | USD/t oz. | 4,078 | 0.0% |
| Copper (Comex) | USd/lb. | 664 | 1.6% |
Click graph to enlarge
The UK 100 is called to open +43 points at at 10,922. Stocks in London are set to open higher on Wednesday as optimism over a potential US-Iran agreement to reopen the Strait of Hormuz lifted sentiment and pushed oil prices lower.
US President Donald Trump warned Iran it would be “hit very hard” unless the strategic Strait of Hormuz is reopened “very soon”, while insisting negotiations to end months of conflict were progressing.
“We’re having very good discussions,” Trump told Fox News during a visit to California. “The only thing that matters is action. And they want to make a deal. We’ll see what happens.”
In the US on Tuesday, Wall Street ended higher, with the Dow Jones up 1.7%, the S&P up 1.8% and the Nasdaq up 2.6%.
Meanwhile, the Trump administration met with technology executives to finalise a security review process for advanced artificial intelligence models before they are released, although US media reported the framework would apply only to “closed” AI models.
In Asia on Wednesday, the Nikkei 225 index in Tokyo surged 3.5%. In China, the Shanghai Composite rose 1.5%, while the Hang Seng index in Hong Kong gained 0.2%. The S&P/ASX 200 in Sydney added 0.9%.
Glencore reported an 86% increase in first-half earnings, boosted by strong profits from its commodity trading business as the Middle East conflict fuelled market volatility, and said it aims to secure a secondary listing in Australia in October.
Ibstock has fallen to a first-half loss as subdued housebuilding activity and weak repair and maintenance demand continued to weigh on trading. The company reported a statutory pre-tax loss of £27m for the six months to 30 June, compared with a profit of £8m a year earlier, after taking a £25m non-cash impairment charge against its soft mud brick facilities. Revenue fell 15.1% to £164m, while adjusted EBITDA dropped 27.6% to £26m.
Legal & General reported a forecast-topping 7% increase in core operating profit to £918 million ($1.24 billion) for the first half of 2026 on Wednesday, as well as an improved interim dividend of 6.24 pence per share.
UK
Coca-Cola HBC AG (CCH) – 2026 Half year results
Glencore (GLEN) – Half-Year Results 2026
Ibstock (IBST) – Half-Year Results 2026
Legal & General Group (LGEN) – Half Year Results 2026
S4 Capital (SFOR) – Q2 2026 Results
US
Eli Lilly and Co (NYSE:LLY) PMO
The Kraft Heinz Co (NASDAQ:KHC) PMO
Novo Nordisk AS ADR (NYSE:NVO) PMO
Shopify Inc (NASDAQ:SHOP) PMO
Uber Technologies Inc (NYSE:UBER) PMO
The Walt Disney Co (NYSE:DIS) PMO
Block Inc Class A (NYSE:XYZ) AMC
Diversified Energy Co (NYSE:DEC) AMC E
Etsy Inc (NYSE:ETSY) AMC
IonQ Inc (NYSE:IONQ) AMC
Jackson Financial Inc (NYSE:JXN) AMC
Occidental Petroleum Corp (NYSE:OXY) AMC
SanDisk Corp Ordinary Shares (NASDAQ:SNDK) AMC
SoundHound AI Inc (NASDAQ:SOUN) AMC
UK
TBC Bank Group (TBCG) – 2Q and 1H 2026 Financial Results
Admiral Group (ADM) – 2026 Interim Year Results
Metlen Energy & Metals (MTLN) – H1 2026 Results
OSB Group (OSB) – 2026 Half Year Results
Serco Group (SRP) – 2026 Half Year Results
WPP (WPP) – Interim Results 2026
Diageo (DGE) – Preliminary Results for Year
PZ Cussons (PZC) – Full Year Results
Wizz Air Holdings (WIZZ) – Q1 Results
US
ConocoPhillips (NYSE:COP) PMO
Keurig Dr Pepper Inc (NASDAQ:KDP) PMO
Unity Software Inc Ordinary Shares (NYSE:U) PMO
Viatris Inc (NASDAQ:VTRS) PMO
D-Wave Quantum Inc (NYSE:QBTS) PMO
Airbnb Inc (NASDAQ:ABNB) AMC
Cleanspark Inc (NASDAQ:CLSK) AMC E
Cloudflare Inc (NYSE:NET) AMC
MARA Holdings Inc (NASDAQ:MARA) AMC
The Trade Desk Inc Class A (NASDAQ:TTD) AMC
Twilio Inc Class A (NYSE:TWLO) AMC
Wheaton Precious Metals Corp (NYSE:WPM) AMC
EU HCOB Composite PMI
EU Producer Price Index
US ADP Employment Change
US S&P Global Composite PMI
US ISM Services PMI
UK 100 companies going ex-dividend on 6th August 2026:
BT Group
Reckitt Benckiser Group
Informa
Lloyds Banking Group
Schroders
Barclays
SEGRO
Unilever
RELX
Standard Chartered
AstraZeneca
St. James’s Place
Rolls-Royce Holdings
UK 250 companies going ex-dividend on 6th August 2026:
Jupiter Fund Management
Telecom Plus
Man Group
Inchcape
Lancashire Holdings
Avon Technologies
Helios Towers
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