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The FTSE 100 ended the week on the front foot as Iran claimed a deal with the US has “never been closer”, while investors were glued to dealing screens as trading in SpaceX kicked off.

The FTSE 100 closed up 167.84 points, or 1.6%, at 10,471.72. The FTSE 250 ended up 355.07 points, 1.6%, at 23,325.71, while the AIM All-Share shot up 16.37 points, 2.1%, to 787.33.

For the week, the FTSE 100 rose 1.0%, the FTSE 250 gained 1.2% but the AIM-All Share fell 1.0%.

“Investors were in a buoyant mood as hopes of a peace deal between the US and Iran were revived, having seemingly dropped off the table earlier in the week,” said Dan Coatsworth, head of markets at AJ Bell.

“Whether momentum can be sustained depends on positive noises about a resolution translating into something more solid in the coming days,” he added.

Late Thursday, US President Donald Trump said he had called off “very hard” strikes on Iran that had been due to take place overnight and claimed a deal had been agreed.

He added that Iran’s supreme leader had approved the text and that the time and place of the signing would be “announced shortly”.

On Friday, Iranian Foreign Minister Abbas Araghchi said the US and Iran have “never been closer” to a deal on ending the war in the Middle East.

“The Islamabad Memorandum of Understanding has never been closer,” Mr Araghchi wrote on X, referring to the Pakistani capital which hosted previous US-Iran talks.

“Pending its finalisation, the media should refrain from entering speculation about its content,” he added, after purported details of the accord were published by Iranian media, which were subsequently slammed by Mr Trump.

White House officials said Iran has agreed to dismantle its nuclear programme and destroy nuclear material under the deal with the US.

Tehran also agreed to open the Strait of Hormuz and will not receive any frozen funds until they honour their commitments under the “performance-based deal”, the senior administration official said.

In response, Brent crude for August delivery traded sharply lower at 87.00 dollars a barrel on Friday, from 92.95 dollars at the time of the equities close in London on Thursday.

In New York, the Dow Jones Industrial Average was up 1.1%, the S&P 500 was 0.8% higher and the Nasdaq Composite rose 0.7%.

Attention across the pond was squarely focused on the SpaceX initial public offer, the biggest in history.

Elon Musk’s reusable rocket company is raising 75 billion dollars, selling 555.6 million shares for 135 dollars a piece. The deal values SpaceX at 1.77 trillion dollars (£1.33 trillion), making it the seventh most-valuable US company, ahead of Tesla, Mr Musk’s electric vehicle maker.

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Shares were trading at around 162 dollars per share as dealing began around the time of London’s close, a sharp premium to the IPO price.

Kathleen Brooks, research director at XTB said there is “so much enthusiasm for SpaceX right now, that it is hard to see the shares slipping any time soon”.

“It is easy to be bearish about SpaceX, the numbers are incredibly optimistic, however, this is not the story of the day,” she said.

“The IPO is a roaring success, and SpaceX will change the landscape of US stock markets. It will also shift the AI trade from chip socks to imagining an AI-infused reality. The real question that an IPO of this size asks: is SpaceX and the AI trade too big to fail?”

In European equity markets on Friday, the CAC 40 in Paris ended up 1.8%, as did the DAX 40 in Frankfurt.

The euro traded higher against the greenback, at 1.1583 dollars on Friday against 1.1522 dollars on Thursday. Against the yen, the dollar was trading at 160.18 yen, down from 160.48 yen a day earlier.

Back in London, the impact of the Middle East crisis was seen as the UK economy suffered a slight but unsurprising decline in April.

The UK economy contracted 0.1% in April, in line with forecasts, according to data from the Office for National Statistics (ONS) on Friday.

The reading was a sign that the conflict is “slowly but surely catching up with the UK”, Deutsche Bank analyst Sanjay Raja said.

The pound traded at 1.3422 dollars on Friday afternoon, up from 1.3342 dollars on Thursday. Against the euro, sterling firmed to 1.1587 euros from 1.1578 euros on Thursday.

The yield on the US 10-year Treasury eased to 4.48% on Friday from 4.52% on Thursday. The yield on the US 30-year Treasury narrowed to 4.97% from 5.00% on Thursday.

Gold traded at 4,219.28 dollars an ounce on Friday, higher from 4,079.75 dollars on Thursday.

Back in London, oil majors BP and Shell unsurprisingly missed out on the market rally as the oil price fell, dropping 2.0% and 1.7% respectively.

In addition, Shell announced a pause in its three billion-dollar (£2.2 billion) share buyback programme until mid-July. This reflects securities law requirements that apply to Shell relating to the ARC Resources takeover.

Rising metals prices saw gains for Antofagasta, Anglo American and Fresnillo, up 4.9%, 5.2% and 4.5% respectively. While British Airways owner International Consolidated Airlines climbed 7.1% on hopes of lower fuel costs and a pick-up in travel.

Scottish Mortgage Investment Trust, an investor in SpaceX, saw its shares marked up 1.7%, while Rolls Royce was lifted 4.4% on hopes for a US-Iran peace deal and as Berenberg upgraded to ‘buy’ from ‘hold’.

The biggest risers on the FTSE 100 were International Consolidated Airlines Group, up 28.8p at 436.2p, Lion Finance, up 620.0p at 11,050.0p, Barclays, up 23.90p at 472.85p, Anglo American, up 198.0p at 4,002.0p and Endeavour Mining, up 181.0p at 3,830.0p.

The biggest fallers on the FTSE 100 were BP, down 10.8p at 534.5p, Shell, down 55.5p at 3,220.5p, BAE Systems, down 31.5p at 1,911.0p, Centrica, down 1.95p at 185.8p and AstraZeneca, down 116.0p at 13,462.0p.

Next week’s global economic calendar sees interest rate calls in the US, UK, Australia, Japan and Switzerland among others. UK inflation and unemployment data will also be released.

Monday’s local corporate calendar has full-year results from broker Peel Hunt. Later in the week grocer Tesco and Premier Inn owner Whitbread reports first quarter trading updates.

Contributed by Alliance News

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Die FTSE 100 stieg am Donnerstag trotz Schwäche bei Ölaktiengesellschaften und Fällen von asiengesteuerten Banken und Versicherungen um 28,02 Punkte auf 10.360,32. Der Ölpreis fiel weiterhin im Pendelmodus, während Investoren die Entwicklung des Kriegs in der Region verfolgten.

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Nach dem Ende des Gipfels zwischen Präsident Trump und chinesischer Führer Xi Jinping sanken globale Halbleitertitel, da keine großen Chip-Abkommen oder ein Durchbruch bei Nvidias Verkauf an China erreicht wurde. Die USA haben Nvidia erlaubt, ihre H200-Chips in China zu exportieren, obwohl Beijing die Lieferungen noch nicht offiziell genehmigt hat.

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Für Burberrys Wiedergewinnung setzen sich Investoren auf den britischen Erbe und die Kunden der Generation Z ein. Die Kostenreduzierung soll erfolgreich sein, aber auch die Rückkehr zum britischen Erbe wird kritisch betrachtet.

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Analysts have forecast that FTSE 100 (^FTSE) companies will deliver a record total of £88bn in dividend payments in 2026, according to AJ Bell (AJB.L).

The investment platform said in its latest dividend dashboard report, released on Tuesday, that this puts the UK’s blue-chip index on a forward dividend yield of 3.3% for 2026.

The latest estimate of total dividend payments for 2026 was up from a forecast of £86bn in December. AJ Bell said that estimates for total dividend payments in 2027 are also a fraction higher than at the turn of the year.

“As a result, consensus analysts’ estimates suggest that 2018’s all-time high FTSE 100 dividend payment of £85.2 billion will finally be exceeded in each of this year and next,” said AJ Bell investment director Russ Mould.

AJ Bell highlighted in its latest dividend dashboard report that FTSE 100 companies have already unveiled plans for £29.4bn in share buybacks for 2026.

Read more: Why younger retirees are earning more from their pensions

Combined with the forecast dividend payments, that means that the FTSE 100 is expected to deliver a total cash return of £117.4bn in 2026, or 4.4% of the index’s total £2.7tn stock market valuation.

At the same time, AJ Bell pointed out that HSBC (HSBA.L) Intertek (ITRK.L), NatWest (NWG.L), Centrica (CNA.L) and BP (BP.L) have all flagged pauses in their buybacks, for company-specific reasons.

Russ Mould, investment director at AJ Bell, said that “a worsening macroeconomic outlook could yet prompt other firms to reassess their buyback schemes”.

“One potential warning sign for forecast dividends and buyback declarations would be a drop in corporate profit forecasts,” he said.

Mould explained that any sustained increase in oil and gas prices due to the Middle East conflict “would be a danger, given the impact on profit margins thanks to higher input costs and also potentially revenues for many industries if consumers feel obliged to spend less on discretionary items because they are forced to lay out more to cover bills.”

“The good news is that profit forecasts are not showing any strain yet,” he added.

In fact, Mould said that analysts have actually upgraded their profit forecasts for 2026 and 2027, in the first three months of this year. Pre-tax income on the FTSE 100 is expected to hit a record £264bn in 2026, followed by another high of £288bn in 2027.

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“For income-seekers, the FTSE 100’s yield may be a key part of the UK stock market’s appeal, but investors must be aware of how the forward yield is lower than in the past few years, owing to the strong gains made by the index this decade, right up to the end of February,” he said. “Quite simply, the index has gone up faster than dividends, so the available dividend yield has contracted.”

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In addition, Mould highlighted that there “also remains a fair degree of concentration risk within the UK’s headline index”.

Just 10 companies are expected to pay out 52% of the forecast dividend total for 2026, at £45.7bn. The top 20 companies are expected to chip in £60.8bn, or 69% of the forecast total.

Bank HSBC (HSBA.L) is forecast to delivered the biggest total dividend payment in 2026 of £10.7bn, followed by an anticipated £6.3bn from oil major Shell (SHEL.L) and £5.3bn from British American Tobacco (BATS.L).

Miner Glencore (GLEN.L), HSBC and fellow bank Barclays (BARC.L) are all forecast to deliver the biggest increase to their dividends this year of £800m.

AJ Bell also highlighted the FTSE 100 companies which have a strong track record of growing their dividends.

Mould said that “history suggests it is dividend growth that is the real secret sauce for a share price, as a growing pay-out will drag it higher over time”.

Some 16 FTSE 100 companies have a unbroken dividend streak of a decade or more, according to AJ Bell. That includes technical products and services supplier Diploma (DPLM.L), alternative asset manager ICG (ICG.L) and safety equipment firm Halma (HLMA.L).

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The latest UK inflation data, as well as earnings from companies across a range of sectors, will be in focus in the week ahead.

The UK consumer prices index (CPI) reading for February is due out on Wednesday, with this inflation data covering before the start of the conflict between US, Israel and Iran, which has sent oil prices soaring and fuelled fears of a resurgence in pricing pressures.

In terms of earnings, investors will be looking at full-year figures from Chinese electric vehicle (EV) maker BYD (1211.HK), amid efforts to expand its global footprint.

Back in the UK, upgraded profit guidance from Next (NXT.L) has signalled that the retailer expects to report a strong end to the year.

Fellow FTSE 100 (^FTSE) stock Kingfisher (KGF.L), the home improvement retailing group behind B&Q, has also set a positive tone for its full-year results with a profit guidance upgrade.

On the FTSE 250 (^FTMC), housebuilder Bellway (BWY.L) is to release half-year results, having already given investors some indication of performance in a February trading update.

Here's more detail on what to expect:

UK consumer prices index – Due out on Wednesday 25 March

Inflation in the UK fell to 3% in January, which was the lowest reading since March last year. February's CPI reading, which the Office for National Statistics (ONS) is due to publish on Wednesday, is expected to ease further to 2.9%.

However, Interactive Investor's head of investment Victoria Scholar points out that this "mostly captures the period before the start of the Iran war on 28 February with the effects of the conflict likely to start showing up next month."

Read more: UK government borrowing rose by more than expected to £14.3bn in February

"With brent crude up by more than 50% over the last month and more than 75% since the start of January, the energy price shock has caused inflation fears to resurface with a vengeance," she said.

Oil and gas prices have surged as the conflict has resulted in disruption to flows through the crucial Strait of Hormuz shipping route and seen strikes on key energy facilities in the Middle East.

The Bank of England warned that inflation will be higher in the "near term" due to the shock from higher energy prices, as it announced it had kept interest rates on hold at 3.75% on 19 March.

BYD (1211.HK) – Reports full year results on Friday 27 March

A bumpy first few months of trading in 2026, has left BYD's Hong Long-listed shares 9% in the green year-to-date.

AJ Bell's investment experts Russ Mould, Danni Hewson and Dan Coatsworth said: "Chinese electric vehicle maker BYD has undergone a significant shift in focus over the last year as it moves away from pure domestic volume growth towards increasing its global footprint and adopting a laser focus on margins.

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Read more: Stocks that are trending today

"The narrative has switched from ‘shipping from China’ towards international manufacturing."

They said that analysts are forecasting continued margin decline and lower revenues from BYD before an expected profit recovery in 2026.

"Investors will be looking for evidence that BYD can exploit its dominance in battery technology to shift gears towards premium models, reducing reliance on the crowded domestic market," they added.

Next (NXT.L) – Reports full year results on Thursday 26 March

High street stalwart Next upgraded its guidance for the year in a January trading update, following better-than-expected sales growth towards the end of 2025.

Next said it expected full price sales to have increased by 10.7% to £5.6bn for the year ending in January, up from previous guidance of 9.7% growth to £5.55bn. The retailer forecast group pre-tax profit to be up by 13.7% for the year at £1.15bn, compared to previous expectations for 12.2% growth to £1.14bn.

Looking ahead, Next's initial guidance for the coming year was for sales growth of 4.5% and a 4.5% increase in group profit before tax to £1.2bn.

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However, Aarin Chiekrie, equity analyst at Hargreaves Lansdown, pointed out that this outlook was announced before the recent spike in oil prices.

"As a leader in the UK market, Next is well-positioned to navigate challenging conditions better than many of its peers," he said. "But investors will still be keen to hear how much of an impact this additional inflationary pressure is expected to have on the group’s costs and consumer demand."

Despite strong financial performance, Next shares are down nearly 10% year-to-date.

Kingfisher (KGF.L) – Reports full year results on Tuesday 24 March

Despite noting softening market conditions in the UK and Poland, Kingfisher upgraded its full-year adjusted profit before tax guidance to £540m to £570m, in a third-quarter trading update in November.

Richard Hunter, head of markets at Interactive Investor, said that investors "will be hoping that Kingfisher maintains its recent progress" after upgrading guidance.

Read more: Bank of England holds interest rates at 3.75% amid Iran conflict

He said that upgrade "comes despite some ongoing disappointment in its overseas operations".

"The outlook for the company among investors has had a mixed reception over recent times," he said. "The jury remains out on prospects, but the group could improve its reputation by building on a more positive performance of late."

Kingfisher shares up more than 8% over one year but are down nearly 5% since the start of 2026.

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(KGF.L)

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290.20 -5.50 (-1.86%)

As of 3:11:17 PM GMT. Market Open. Advanced Chart

Bellway (BWY.L) – Reports interim results on Tuesday 24 March

Jason Honeyman, CEO of Bellway, said in the housebuilder's February trading update that the company had delivered "robust half-year performance in a challenging market".

The company reported total housing completions of 4,702 homes for the period, up from 4,577 for the same period in 2025, at the average selling price of around £322,000, which was also higher than £310,581 last year.

Read more: ECB follows Bank of England with interest rate hold as Iran war intensifies

Bellway said it was on track to deliver full year volume output of around 9,200 homes, which would be higher than the 8,749 delivered in its 2025 financial year.

In its outlook, the company said there were "clear signs of improving customer demand in the early weeks of the current spring selling season compared to the subdued trading environment through the autumn."

Bellway shares have slumped since late February, leaving the stock nearly 22% in the red year-to-date.

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(BWY.L)

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2,099.45 -28.55 (-1.34%)

As of 3:10:55 PM GMT. Market Open. Advanced Chart

Other companies reporting next week include:

Tuesday 24 March

Fevertree (FEVR.L)

GameStop (GME)

Wednesday 25 March

PDD Holdings (PDD)

Chewy, Inc. (CHWY)

Jefferies Financial Group Inc. (JEF)

Thursday 26 March

Ceres Power Holdings (CWR.L)

Oxford Biomedica (OXB.L)

Newsmax Inc. (NMAX)

Friday 27 March

Carnival (CCL)

You can read Yahoo Finance's full calendar here.

Read more:

What are share buybacks? Why doing nothing may be the smart move when market turmoil hits your pension UK's best and cheapest investment platforms revealed

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Zusammenfassung:

Die kommende Berichtssaison verspricht ein reges Treiben mit Unternehmensberichten, wobei der Schwerpunkt vor allem auf der Bewertung der Auswirkungen aktueller Trends und Veränderungen in der globalen Wirtschaft liegt. Mehrere große Unternehmen werden in den kommenden Wochen ihre Finanzzahlen veröffentlichen, was Investoren wichtige Daten zur Entscheidungsfindung liefert.

Wichtige Berichte zur Beobachtung:

• Broadcom (AVGO): Broadcoms Ergebnisse sind besonders hervorzuheben, da sie auf die jüngsten Ergebnisse von Nvidia reagieren. Nvidia’s Leistung, die Investoren nicht begeistert hat, setzt einen hohen Standard für Broadcom. Broadcom meldete einen Gewinn gegenüber den Erwartungen, mit $1,95 pro Aktie und Umsatz von $18,02 Milliarden und eine Prognose von $19,1 Milliarden Umsatz, ein Anstieg von 28 % im Jahresvergleich. Analysten erwarten Druck auf die Rentabilität aufgrund der steigenden Kosten im Zusammenhang mit KI-Lösungen.

• Costco (COST): Costco’s Q2-Ergebnisse werden genau analysiert, um Einblicke in die Konsumausgaben zu gewinnen, insbesondere angesichts der anhaltenden Inflation und der wirtschaftlichen Unsicherheit. Die jüngsten Verkaufszahlen zeigten eine robuste Wachstumsrate (9,3 % und 8,5 % für Januar bzw. die ersten 22 Wochen des Jahres), was auf eine anhaltende Stärke im Einzelhandel hindeutet.

• Adidas (ADS.DE): Adidas’ Jahresergebnissebericht ist entscheidend für die Bewertung des Sportbekleidungsriesen und seiner strategischen Anpassungen. Nach einem starken Q3 hat Adidas seine Prognose für den Gewinn im Jahresabschluss auf 2 Milliarden Euro angehoben, was auf positive Markenstimmung und die Minderung der Tarife hindeutet. Trotz eines Rückgangs der Verkäufe in Nordamerika blieb die Gesamtleistung stark.

• Aviva (AV.L): Avivas Aktien sind aufgrund von Veräußerungen, starken Ergebnissen, konsistenten Dividendenzahlungen und der Übernahme von Direct Line deutlich an Wert gestiegen. Analysten prognostizieren ein EPS von 55 Pence und eine Dividende von 39 Pence pro Aktie, ein Anstieg von 35,7 Pence. Das Unternehmen hat ehrgeizige Ziele – darunter das Erreichen von 2,2 Milliarden Pfund Gewinn im Jahr 2025 und die Rückgabe von 7 Milliarden Pfund an Aktionäre – die genau beobachtet werden.

• Greggs (Nicht detailliert): Greggs’ Jahresergebnisse liefern Einblicke in die Perspektive der Bäckerei-Kette, insbesondere im Zusammenhang mit dem Konsum von Lebensmitteln.

Marktstimmung und Ausblick:

Die allgemeine Marktstimmung wird von dem laufenden KI-Handel und den Investorenerwartungen an signifikante Renditen aus KI-Investitionen beeinflusst. Die starke Leistung von Nvidia hat einen hohen Standard für andere Technologieunternehmen gesetzt, und Broadcoms Ergebnisse werden genau beobachtet, um festzustellen, ob das Unternehmen seine Dynamik aufrechterhalten kann.

Investoren beobachten auch genau die Konsumausgaben, wie sie sich in Costcos Verkaufszahlen widerspiegeln, um die Gesundheit der Gesamtwirtschaft zu beurteilen. Darüber hinaus deuten Avivas starke Leistung und ehrgeizige Ziele auf ein gesteigertes Vertrauen im Finanzdienstleistungssektor hin.

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Zusammenfassung (maximal 600 Wörter)

Der FTSE 100 Index verzeichnete am Donnerstag einen historischen Höchststand, getragen hauptsächlich durch starke Ergabern von mehreren Schlüsselunternehmen, insbesondere Howden Joinery, London Stock Exchange Group (LSEG) und Rolls-Royce. Trotz erheblicher Rückgänge in den Bergbaugewerbeaktien stieg der Gesamtmarkt deutlich, erreichte einen neuen Schlusswert von 10.846,70, was einem Anstieg von 0,4 % im Jahresvergleich entspricht.

Die positive Performance steht in starkem Kontrast zum Kampf der US-Börsen, insbesondere des Nasdaq, das durch negative Reaktionen auf Nvidia-Ergebnisse und wachsende Bedenken hinsichtlich künstlicher Intelligenz (KI) beeinträchtigt wurde. Investoren scheinen ihren Fokus von Technologieaktien auf andere potenzielle Wachstumsmärkte zu verlagern.

Mehrere herausragende Unternehmenszahlen trieben die Gewinne des FTSE 100 an. Howden Joinery, ein Küchenzulieferer, meldete deutlich höhere Gewinne, die Erwartungen übertrafen und das Vertrauen in den britischen produzierenden Sektor stärkte. LSEG, der Börsenbetreiber und Datenanbieter, kündigte ein beträchtliches £3 Milliarden Aktienrückkaufprogramm zusammen mit Wachstum der Gewinne an, was das Interesse der Investoren weiter beflügelte. Rolls-Royce präsentierte unerwartet starke Jahresergebnisse, übertraf frühere Ziele und stellte ehrgeizige neue mittelfristige Finanzziele vor, darunter ein mehrjähriges Aktienrückkaufprogramm.

Der Pfund Sterling erlebte einen leichten Rückgang gegenüber dem US-Dollar, während auch der Euro leicht an Wert verlor. Die Renditen der US-Staatsanleihen für 10 und 30 Jahre passten sich leicht an.

Nicht alle Unternehmen konnten jedoch mitspielen. Hikma Pharmaceuticals erlitt einen deutlichen Rückgang des Aktienkurses aufgrund der zurückgezogenen Guidance, einer schwächeren als erhofften Prognose und einer Veränderung des Top-Managements. Bergbaugewerbeaktien erlebten im Allgemeinen Rückgänge, die auf Bedenken hinsichtlich der globalen Wirtschaftslage und den Einfluss der Goldpreise zurückzuführen sind.

WPP, das Werbeunternehmen, kündigte eine strategische Neuausrichtung, "Elevate28", an, um Abläufe zu rationalisieren und organisches Wachstum wiederherzustellen. Während die Ankündigung zunächst zu einem starken Kursverfall des Aktienkurses führte, verbesserte eine anschließende Bewertung durch Investoren und eine persönliche Investition durch CEO Cindy Rose den Aktienkurs. Brent-Öl-Preise stiegen leicht.

Insgesamt verdeutlichen die Ereignisse des Tages eine mögliche Verschiebung der Anlegerstimmung, weg von Technologieaktien hin zu etablierteren, profitablen Unternehmen im FTSE 100. Die starke Leistung von Howden Joinery, LSEG und Rolls-Royce deutet auf eine widerstandsfähige britische Wirtschaft und das Potenzial für weiteres Wachstum in Schlüsselsektoren hin.

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Okay, here’s a 600-word summary of the text, followed by the German translation:

Summary (600 words)

The FTSE 100, the UK’s blue-chip stock index, experienced a relatively stable trading day on Tuesday, closing nearly unchanged despite anxieties surrounding Artificial Intelligence (AI) disruption and potential trade tariffs. The index finished at 10,680.59, a slight decrease of just 4.15 points.

The FTSE 250, which represents smaller, mid-sized companies, also saw a minor dip, closing 0.2% lower. The AIM All-Share index, focusing on smaller growth companies, experienced a slight decline as well.

Several company earnings reports drove investor sentiment. Convatec, a medical products firm, saw a significant 10% increase in its stock price following optimistic guidance and positive annual results, driven by strategic growth plans and new product launches. Similarly, Croda, a specialty chemicals maker, rose 7.6% after reporting stronger-than-expected sales and improved profit margins. The company anticipates continued revenue growth into 2028.

However, Standard Chartered faced headwinds, with its stock price falling 1.5%. Despite announcing a large dividend payout, the bank’s earnings were considered “untidy” and “mixed” by analysts, with concerns raised about rising costs. Rentokil Initial also declined, impacted by a downgraded rating from Deutsche Bank Research.

Market analysts expressed a cautious outlook, acknowledging the influence of ongoing concerns about AI’s potential disruption to businesses and economies. Nvidia, a key player in AI chip development, was a significant driver, with Meta Platforms' massive investment in Nvidia’s technology boosting AMD’s stock price.

Globally, stock markets showed positive momentum. The Dow Jones Industrial Average in New York rose 0.7%, the S&P 500 increased by 0.6%, and the Nasdaq Composite advanced by 0.9%.

Currency movements also played a role. The British pound strengthened against the US dollar, while the euro weakened. US Treasury yields remained relatively stable.

Several companies released forecasts, influencing investor confidence. Ashmore, an emerging markets investment firm, saw its stock rise after a positive upgrade from Jefferies, indicating a potential recovery in its investment flows. Conversely, Unite, a student accommodation provider, saw its shares plummet due to disappointing forecasts for 2026 earnings.

Oil prices edged lower, and gold experienced a slight pullback. Analysts noted that concerns about US President Trump’s trade policies and geopolitical tensions were influencing market sentiment.

Looking ahead, Wednesday's economic calendar includes key releases such as inflation data from Australia, consumer price index (CPI) figures from the Eurozone, and German GDP figures. Several UK companies will also be reporting their half-year and full-year results, including Diageo, Haleon, and HSBC, adding further volatility to the market.

---

German Translation (approx. 600 words)

Zusammenfassung (600 Wörter)

Der FTSE 100, der britische Leitindex für Großunternehmen, verzeichnete am Dienstag eine relativ ruhige Handelsphase und schloss nahezu unverändert, trotz Besorgnis über Störungen durch Künstliche Intelligenz (KI) und potenzielle Handelszölle. Der Index schloss bei 10.680,59 Punkten, einem leichten Rückgang von nur 4,15 Punkten.

Der FTSE 250, der die kleineren, mittelgroßen Unternehmen darstellt, verzeichnete ebenfalls einen geringfügigen Rückgang und schloss um 0,2 % niedriger. Der AIM All-Share-Index, der sich auf kleinere Wachstumsunternehmen konzentriert, erlebte ebenfalls einen leichten Rückgang.

Mehrere Unternehmensgewinnberichte beeinflussten die Anlegerstimmung. Convatec, ein Medizintechnikunternehmen, verzeichnete einen deutlichen Anstieg von 10 % an seiner Aktienkurse nach optimistischen Prognosen und positiven Jahresergebnissen, angetrieben von strategischen Wachstumsplänen und neuen Produktstart. Ebenso stieg Croda, ein Spezialchemiehersteller, um 7,6 % aufgrund stärkerer als erwarteter Umsätze und verbesserter Gewinnmargen. Das Unternehmen erwartet weiterhin Umsatzwachstum bis 2028.

Standard Chartered hingegen sah sich mit Schwierigkeiten konfrontiert, wobei der Aktienkurs um 1,5 % fiel. Trotz der Bekanntgabe einer großen Dividendenzahlung wurden die Gewinne der Bank von Analysten als “untidy” (unordentlich) und “gemischt” (gemischt) bezeichnet, wobei Bedenken hinsichtlich steigender Kosten lauteten. Auch Rentokil Initial fiel, beeinflusst durch eine Abstufung der Bewertung durch Deutsche Bank Research.

Marktanalyseure äußerten eine vorsichtige Einschätzung und räumten den anhaltenden Bedenken über die potenziellen Störungen der KI durch Unternehmen und Volkswirtschaften ein. Nvidia, ein Schlüsselfaktor bei der Entwicklung von KI-Chips, spielte eine bedeutende Rolle, wobei Metas massive Investition in Nvidias Technologie den Aktienkurs von AMD erhöhte.

Weltweit zeigten die Aktienmärkte positive Dynamik. Der Dow Jones Industrial Average in New York stieg um 0,7 %, der S&P 500 erhöhte sich um 0,6 % und der Nasdaq Composite stieg um 0,9 %.

Währungsschwankungen spielten ebenfalls eine Rolle. Der Britische Pfund stärke sich gegenüber dem US-Dollar, während der Euro schwächer wurde. Die US-Staatsanleihenrenditen blieben relativ stabil.

Mehrere Unternehmen veröffentlichten Prognosen und beeinflussten die Anlegererwartungen. Ashmore, ein Investmentunternehmen für Schwellenländer, sah seinen Aktienkurs steigen, nachdem Jefferies eine positive Bewertung durchgab, was auf eine mögliche Erholung der Anlageflüsse hindeutete. Umgekehrt stürzte sich Unite, ein Studentenwohnheimbetreiber, aufgrund enttäuschender Prognosen für die 2026er Gewinnzahlen in die roten Zahlen.

Ölpreise sanken leicht, und Gold erlebte einen geringfügigen Rückgang. Analysten stellten fest, dass Bedenken hinsichtlich der Handelspolitik des US-Präsidenten Trump und geopolitischer Spannungen die Marktstimmung beeinflussten.

Ausblickweise umfasst der WirtschaftsKalender am Mittwoch wichtige Veröffentlichungen wie Inflationsdaten aus Australien, Verbraucherpreisindex (VPI) Daten aus der Eurozone und deutsche Bruttoinlandsproduktion (BIP) Daten. Mehrere britische Unternehmen werden außerdem ihre Halbjahres- und Jahresergebnisse veröffentlichen, darunter Diageo, Haleon und HSBC, was die Marktvolatilität weiter erhöht.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Feb 24 (Reuters) - Advanced Micro Devices said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years in a deal that allows the Facebook owner to purchase as much as 10% of the chip firm.

The company had signed a similar pact with ‌OpenAI last year, which was hailed as a vote of confidence in its chips and software, significantly boosting its stock price.

COMMENTARY:

GADJO SEVILLA, ANALYST, EMARKETER, NEW YORK

"The structure ‌of the Meta/AMD deal squarely fits the emerging 'closed‑loop hyperscaler' pattern: a mega‑cap AI customer gets long‑term access to a key supplier's hardware, often in exchange for equity exposure and other strategic commitments. It is also a strong indicator that ​the AI hardware segment is diversifying and challenging longtime leader Nvidia since companies like Meta now see other options for AI compute."

"AMD has placed itself in a very competitive position to serve the demands of hyperscalers seeking alternatives to Nvidia. It is doing so technologically and through it's co-design approach combining silicon, systems, and software to optimize AI training."

DAN COATSWORTH, HEAD OF MARKETS, AJ BELL, LONDON

"For a long time, it looked as if Nvidia was the only chip player in town, but that is increasingly not the case. Meta’s deal with AMD is a blow to Nvidia, especially as the potential ‌for the Facebook owner to take a stake in the chip ⁠maker could result in a closer working relationship going forward."

"It is standard practice for big companies to source goods and services from different companies to avoid over-dependence on one supplier. Meta had already signaled that it would continue to spend big, so the scale of the deal with AMD ⁠isn’t out of the ordinary. What’s potentially jarring investors is the structure of the arrangement. The return of circular transactions in the industry gives investors something else to worry about, alongside potentially excessive levels of spending by hyperscalers more broadly on AI, and disruption in multiple sectors from the technology."

"The minor drop in pre-market trading for Meta would suggest its shareholders are approaching the news with some caution. However, there is ​a ​party going on at AMD as it gets one up on Nvidia."

MATT BRITZMAN, SENIOR EQUITY ANALYST, HARGREAVES LANSDOWN, ​GREAT BRISTOL AREA, ENGLAND

"Meta's AI arms race just shifted up another gear. ‌The company has struck a huge deal with AMD to buy around $60bn of AI chips over 5 years, with an option to take a 10% equity stake in the chipmaker. Coming hot on the heels of Meta's recent Nvidia agreement, the message couldn't be clearer: AI infrastructure is priority number one. Meta is locking in supply, diversifying away from a single vendor, and doing whatever it takes to make sure its AI ambitions aren't bottlenecked by chips."

Story Continues

"For AMD, this is a vote of confidence in its next-generation AI hardware – but having to give up a 10% stake suggests it could be struggling to generate organic demand. That said, delivering solutions at this scale is a new test. Designing competitive chips is one thing; manufacturing, deploying and supporting them ‌in volumes this large is another. AMD shares jumped on the news, and after a sharp pullback in ​recent months, the positive reaction will come as welcome news to investors."

"Zooming out, this deal underlines just how ​dominant Nvidia still is, a stock which features on our Five Shares to Watch list ​for 2026. AMD had to sweeten the agreement with a potential equity option - something you simply don't see Nvidia needing to do to secure ‌demand. Nvidia remains the clear top dog in AI chips, with unmatched scale, ​software, and customer pull. AMD is making progress ​and carving out a role, but with Nvidia's results due tomorrow, we're expecting Jensen Huang to once again remind the market who's in charge."

GIL LURIA, HEAD OF TECHNOLOGY RESEARCH, DA DAVIDSON, PORTLAND, OREGON

"AMD's deal with Meta serves as significant validation for AMD's GPU technology. Meta is committing a significant part of its buildout to AMD and AMD gets ​a second anchor customer after OpenAI. The main negative impact from ‌the deal is on Broadcom. Since Meta has a separate large deal with Nvidia and will likely continue to rely on Nvidia for most of its GPUs, ​the supplier getting crowded out appears to be Broadcom. Meta decided to rely on AMD as a second supplier instead of its home built chips it ​has developed with Broadcom."

(Reporting by Zaheer Kachwala and Kritika Lamba in Bengaluru; Editing by Devika Syamnath)

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