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The FTSE 100 climbed to a historic peak today as worries over the potential fallout from Donald Trump’s tariff threats faded, while excitement around artificial intelligence technology captured investors’ attention.

Within just 30 minutes of the London Stock Exchange opening, the index representing the UK’s largest companies had jumped 77.34 points, or 0.87%, reaching 8944.36. This surpassed the previous record of 8908.3 set in March, pushing the index up more than 8% so far this year. Mining shares were among the top performers.

Richard Hunter, head of markets at interactive investor, explained: “Increasing cynicism about the veracity of tariff threats and a rekindling of the AI trade drove markets higher, with the Nasdaq setting a record closing high.

“Investors are apparently running with the TACO (Trump Always Chickens Out) theme, assuming that the more recent deals and negotiations which have taken place will continue to override the hefty threats emanating from the White House.

“Meanwhile, minutes from the Federal Reserve revealed that the central bank remains on alert for inflationary tariff impacts, although to date these have been limited with the economy clearly holding up. As such, the consensus is that, all things being equal, an interest rate cut may not come until the end of the year.

“The resurgence of AI euphoria boosted the mega cap technology stocks, with Nvidia briefly hitting a market cap of $4 trillion, becoming the first company to do so.

“The continuing risk-on attitude leaves each of the main indices comfortably ahead for the year despite the ‘Liberation Day’ wobbles, with the Dow Jones having added 4.5%, and the more technology influenced S&P500 and Nasdaq rising by 6.5% and 6.7% respectively.”

Matt Britzman, senior equity analyst at Hargreaves Lansdown, added: “Investors have voted with their wallets, brushing aside tariff uncertainty to send risk-on assets higher.

“If all-time highs for NVIDIA and Bitcoin are anything to go by, markets seem to be pricing in very little chance of any meaningful disruption to the bull party, at least in the near term. US markets closed higher yesterday, and European stocks have joined in this morning, with the FTSE 100 trading up at the open.

“US investors looked the other way as President Trump issued another wave of tariff letters. But uncertainty is still in the air, as investors gear up for an important earnings season in the coming weeks. So far, tariffs haven’t made a noticeable dent in inflation, but the real test is whether they’ll start to weigh on corporate earnings.”

Bitcoin also surged to a new milestone on Wednesday, breaking past $112,000 for the first time. The world’s largest cryptocurrency has gained roughly 20% this year, despite a dip below $100,000 in late June.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Vistry Group PLC (LSE:VTY) reported first-half 2025 profits in line with expectations, alongside significant progress in reducing net debt to approximately £295 million as of June 30, 2025. The company successfully refinanced its credit facilities, extending maturities to April 2028, positioning itself to capitalize on the UK Government’s £39 billion Affordable Homes Programme. Vistry’s robust forward order book and strategic partnerships underpin its anticipated increase in affordable housing delivery during the second half of 2025. Additionally, the company contributed £12.8 million in support of affordable housing construction as part of its engagement with the UK Competition and Markets Authority.

Vistry Group’s outlook benefits from strong corporate developments that demonstrate prudent financial management and a focus on enhancing shareholder value. However, a relatively high price-to-earnings ratio and ongoing profitability challenges temper the outlook. Technical indicators present a mixed picture, suggesting some investor caution.

More about Vistry Group

Vistry Group PLC is a leading UK housebuilder specializing in strategic partnerships, regeneration, and urban renewal projects. The company leverages strategic land opportunities and emphasizes sustainability and efficiency through advanced manufacturing methods. Vistry is well-positioned to support the UK Government’s housing objectives, playing a key role in the delivery of affordable homes.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Pantheon Resources PLC (LSE:PANR) has commenced mobilization of the Nabors 105AC rig to the Dubhe-1 pad on Alaska’s North Slope, targeting the Ahpun Topset reservoir. This appraisal well is designed to evaluate the main reservoir horizon and identify additional pay zones, with potential to upgrade the company’s resource estimates and valuation. Plans include a possible lateral completion and a long-term flow test to confirm oil production capacity and pipeline-quality gas, supporting Pantheon’s financing strategy. The company also updated its total voting rights following the issuance of new ordinary shares, impacting shareholder disclosure requirements.

Pantheon Resources continues to face financial challenges marked by unprofitability and negative cash flows, partly mitigated by a stable balance sheet. Technical indicators reflect bearish momentum, though recent corporate developments, such as a successful fundraise and strategic leadership changes, provide a modestly improved outlook.

More about Pantheon Resources

Pantheon Resources plc is an AIM-listed oil and gas company focused on the development of its wholly owned Ahpun and Kodiak fields on Alaska’s North Slope. It holds independently certified contingent recoverable resources estimated at approximately 1.6 billion barrels of ANS crude and 6.6 trillion cubic feet of associated natural gas. The company aims to achieve a sustainable market valuation of $5–$10 per barrel of recoverable resources by the end of 2028, leveraging proximity to existing infrastructure to reduce development time and costs.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Central Asia Metals PLC (LSE:CAML) released its H1 2025 operations update, highlighting zero lost time injuries and steady production at its Kounrad copper recovery plant and Sasa zinc-lead mine. The company is advancing key capital projects at Sasa, including the development of a dry stack tailings facility and transitioning to paste-fill mining, while updating production guidance for zinc and lead. Exploration continues in Scotland and Kazakhstan, supported by a strong financial position with a net cash balance of $42.9 million. Additionally, CAML announced a revised takeover offer for New World Resources Ltd, valuing the target at around A$230 million.

The company’s outlook is underpinned by solid financial health and attractive valuation metrics. Positive corporate developments further bolster growth prospects, while technical indicators suggest a neutral stock stance.

More about Central Asia Metals

Central Asia Metals, listed on AIM, operates the Kounrad copper recovery facility in Kazakhstan and the Sasa zinc-lead mine in North Macedonia. The company holds an 80% interest in CAML Exploration, focused on early-stage projects in Kazakhstan, and a 28.4% stake in Aberdeen Minerals Ltd, which explores base metals in Scotland.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Liontrust Asset Management (LSE:LIO) reported net client outflows totaling £1.1 billion for the quarter ending June 30, 2025. Nevertheless, assets under management and advice held steady at £22.6 billion. The firm has witnessed increased interest in actively managed funds, especially among institutional investors seeking broader alpha opportunities. Liontrust’s long-term performance track record remains robust, with 73% of its funds ranking in the top two quartiles since launch. The company is making steady progress on its strategic initiatives, including broadening its fund lineup and expanding distribution networks.

Liontrust’s outlook benefits from strong technical indicators and appealing valuation, notably its attractive dividend yield. However, caution is advised due to recent declines in revenue and cash flow. Positive corporate developments contribute to maintaining investor confidence.

About Liontrust Asset Management

Liontrust Asset Management Plc is an independent fund manager specializing in actively managed investment products. The firm emphasizes sustainable investing, economic advantage strategies, multi-asset solutions, and global equities. Liontrust continues to grow its institutional and international presence while diversifying its fund offerings to meet varied investor needs.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Jubilee Metals Group (LSE:JLP) has named Shard Capital Partners LLP as its new joint broker, taking over from RBC Capital Markets to bolster its capital markets strategy and investor engagement. The company is also moving forward with the planned sale of its chrome and platinum group metals (PGM) businesses, with detailed disclosures and a General Meeting notice expected by the end of July 2025.

The company’s outlook is shaped by significant corporate developments and a strategic emphasis on expanding its copper operations. However, financial headwinds such as narrowing profit margins and rising leverage weigh on the overall outlook. Technical indicators point to bearish momentum, while valuation assessment remains unclear due to incomplete data.

About Jubilee Metals Group

Jubilee Metals Group PLC is a multi-commodity metals producer with operations mainly in South Africa and Zambia. The company specializes in chrome and PGM production and actively pursues capital markets initiatives to drive shareholder value.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Macfarlane Group PLC (LSE:MACF) has lowered its full-year profit outlook for 2025, expecting a 10% decline in Adjusted Operating Profit compared to the previous year. The company points to subdued demand within its distribution segment, intensifying competition, and increased input costs as key challenges. Meanwhile, its Manufacturing Operations, particularly in aerospace and defense sectors boosted by the Polyformes acquisition, continue to perform strongly.

The Group remains committed to cost recovery initiatives, implementing efficiency improvements, and capitalizing on a promising new business pipeline. Despite the near-term pressures, the Board maintains a positive outlook, supported by a capable sales force and a differentiated value proposition for customers.

Macfarlane’s sound financial track record and proactive capital management, including share buybacks, remain notable strengths. Technical indicators show a favorable trend, although valuation appears fair with some potential distortions from data irregularities. Overall, the company holds a solid position within its market but warrants ongoing attention to revenue and valuation developments.

About Macfarlane Group

Founded in 1941 and listed on the London Stock Exchange since 1973, Macfarlane Group PLC is a leading packaging provider in the UK. Operating through two divisions—Packaging Distribution, the country’s top distributor of protective packaging, and Manufacturing Operations, focused on designing and producing protective solutions for high-value and delicate items—the company serves over 20,000 customers across multiple sectors. Headquartered in Glasgow, Macfarlane employs more than 1,000 people across 43 sites in the UK, Ireland, Germany, and the Netherlands.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Rank Group plc (LSE:RNK) posted solid financial results for the year ending 30 June 2025, with like-for-like Net Gaming Revenue rising 11% to around £795 million. The company anticipates its full-year underlying operating profit to exceed £63 million, beating prior forecasts. Despite ongoing cost pressures and regulatory challenges, Rank sustained earnings growth, particularly in the fourth quarter.

Following the enactment of new land-based casino regulations on 22 July, Rank aims to pursue license variations that will allow it to expand its gaming machine portfolio across the Grosvenor estate. This initiative is part of a broader strategy to boost customer engagement and strengthen its market position.

Rank Group’s recovery is marked by improved profitability and strong cash flow generation. Technical analysis indicates continued bullish momentum, while regulatory changes and other corporate developments are expected to support future expansion. The stock remains reasonably valued, though dividend yields are moderate.

About Rank Group plc

Rank Group plc is a leading operator in the gaming sector, specializing in land-based casinos and gaming machines primarily across the UK. The company is known for its Grosvenor brand and commitment to providing high-quality gaming experiences.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

capAI plc (LSE:CPAI) has established a new US-based subsidiary, capMedia Inc, incorporated in Delaware to support the growth of its media division stateside. This expansion aligns with the company’s strategic goal to commercialize its flagship generative AI publishing platform, Author42, with a particular focus on tapping into the innovation hub of Silicon Valley in California.

The move also reflects capAI’s collaboration with R42 Group LLC, blending UK investment discipline with American tech innovation to enhance its presence and competitiveness across transatlantic markets.

About capAI plc

capAI plc specializes in media ventures centered on generative AI technologies. Its leading product, Author42, is an AI-driven publishing platform designed to transform content creation. With capMedia Inc, the company aims to accelerate its US market penetration and capitalize on emerging opportunities in the generative AI space.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.

Carclo plc (LSE:CAR) has announced a postponement in releasing its audited financial statements for the year ending 31 March 2025. The delay stems from additional audit procedures required by its auditor, Forvis Mazars LLP, and will lead to a temporary suspension of the company’s shares from trading starting 1 August 2025.

Despite this delay, Carclo reported better-than-expected trading results, highlighted by robust margin growth and a significant reduction in net debt, underscoring the company’s financial strength and strategic agility. The firm is currently conducting an audit tender process to improve future reporting timelines and maintain transparency.

While Carclo faces notable financial pressures, including elevated leverage and declining top-line revenue, recent corporate developments and positive technical signals offer some upside momentum. However, ongoing valuation challenges and financial instability weigh on the stock’s appeal, pointing to the need for continued strategic progress to secure sustainable growth.

About Carclo plc

Carclo plc is a global manufacturer specializing in high-precision components, offering services across mould design, automation, production, assembly, and printing. The company serves key growth sectors such as life sciences, aerospace, and optics with customized precision-engineered solutions. Carclo is listed on the London Stock Exchange.

This content is for informational purposes only and does not constitute financial, investment, or other professional advice. It should not be considered a recommendation to buy or sell any securities or financial instruments. All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. You should conduct your own research and consult with a qualified financial advisor before making any investment decisions.