News and analysis
What is changing in trading and financial markets as AI moves from pilots into production, and what it means for the firms that build, trade and supervise. Every article lists its sources.
OpenAI's annualised revenue was about $50bn, not $70bn, and chip stocks fell 3.4%. The gap is gross vs net accounting. What it reveals about the AI trade.
13 min read
A plain-English guide to agentic AI in finance: how agents differ from chatbots, the five-rung autonomy ladder, and what to ask vendors before you buy.
14 min read
$1.33bn across 19 fintech deals in a week, led by AI agents for mortgage servicing, insurance underwriting and advice, plus agent security. What it signals.
11 min read
Goldman says new hires now manage AI agents from day one. What managing an agent means, the skills that matter, and what 49% more bank AI jobs tells you.
12 min read
The 30-year gilt broke 6% for the first time since 1998 and Haldane warns of 'thin ice'. Why much of it is imported, and what Healey's Budget must do.
12 min read
AI agents helped hack seven Korean banks via a loan-recruiter portal, a staff app and a sales tool, exposing 68,000 people. The side doors UK banks must check.
12 min read
Evident's 2026 AI Index: JPMorgan first for a fifth year, HSBC out of the top ten, Lloyds the best UK bank at 15th. What it says about UK banking and AI.
11 min read
Microsoft reportedly cut AI budgets from $100,000 to $10,000 a head and Meta halved Claude Code users. What the AI cost reckoning means for banks and fintechs.
11 min read
Robinhood is rolling out AI trading agents to retail customers, with approvals switchable off. What it means for investors, brokers and trading platforms.
12 min read
Nvidia hit $5.7tn, the US added 29,000 jobs, the 10-year touched 5.3% and only 38% of stocks are above their 200-day average. The AI market week, explained.
12 min read
Anthropic's IPO prospectus: $4.6bn revenue, an $8bn operating loss, $518bn of compute commitments, a $42bn Broadcom loan and a $2tn target. What it means.
13 min read
Headroom down to £12bn, house prices falling, PMI at 51.9 and a November rate rise priced. UK economy four weeks before the Budget, and what Healey should do.
12 min read
Eight chatbots predicted bitcoin, a $100 ChatGPT portfolio went viral and OpenAI scrapped an agent for overstepping. Should an AI pick your investments?
12 min read
At Sibos, BNY, BNP Paribas, HSBC and Deutsche showed AI agents fixing payments and triaging trades in production. Barclays runs Claude on 120,000 emails.
12 min read
Half of Kalshi's ether-perp volume came from $5,500 trades, the CFTC is examining it and Polymarket shows odd longshot activity. What compliance must know.
11 min read
Nasdaq put AI agents inside Calypso, Cboe is launching KPI-linked binaries with Robinhood, and TT completed its multi-asset platform. What changed for trading.
11 min read
OpenAI scrapped GPT-6.1 Astra, launched always-on Dots agents a day later, and Nvidia put an agent watchdog in hardware. What it means for finance.
12 min read
Gemini reached three real companies in a botched AI security test using guessed passwords and leaked credentials. What banks running AI agents must fix.
12 min read
A 10,000-answer test found AI chatbots wrong 57% of the time on money questions. Why they fail, which questions are safe, and what good financial AI does.
12 min read
10-year gilts hit their highest since 2008 and headroom nearly halved before John Healey's first Budget on 28 October. What the bond market is saying.
13 min read
Seven brokers now let AI agents trade via MCP. Tested: Interactive Brokers blocks the order book, tastytrade uses dry-run tokens, some have no caps at all.
12 min read
BNP Paribas and Google Cloud signed a five-year agentic AI deal starting with credit memos, as Sibos turns to production AI. Why the memo is the right start.
11 min read
PayPal joined Meta's Muse AI agent after Stripe and Shopify, while Amazon blocks it. Where agentic checkout stands and what banks and merchants do next.
11 min read
Subscribers are suing Anthropic, OpenAI, Google and SpaceXAI for agreeing to slow AI. What the case argues, how strong it is, and what it means for AI buyers.
11 min read
Cohere and Aleph Alpha signed a ~$20bn transatlantic sovereign AI merger. What it means for UK banks and insurers choosing a model provider, and for Britain.
11 min read
Amodei, Altman and Musk called for slower AI development; chips fell 5.8%, then the Nasdaq hit a record a week later. What the whiplash tells finance teams.
13 min read
Pontes is live, Qivalis has 37 banks, and the BIS backed tokenised deposits over stablecoins. What the tokenised money race means for UK banks and compliance.
13 min read
Visa and Mastercard launched agentic AI risk tools and a know-your-agent protocol with Ant International as only 23% trust AI to pay. What it means.
12 min read
The MPC held at 3.75% on a 6-3 vote as inflation heads above 4% on energy. What the September decision means for UK financial firms before November.
12 min read
Cboe's extended-hours single-stock options, Cboe Predicts binaries on XSP, and 23x5 equities on EDGX in December. What trading platform builders must change.
12 min read
Revolut targets 2028 and may list in New York; Monzo posted £1.7bn revenue and £87m profit ahead of a £6-10bn IPO. What London must do to keep its fintechs.
12 min read
A plain-English guide to prediction markets: how prices become probabilities, the $50.6bn July record, the CFTC fights, and why the FCA is rethinking its ban.
14 min read
16 banks announced 63,000 job cuts in 2026 while Wall Street profits rose 18%. What AI automation actually changed inside financial institutions.
13 min read
Nasdaq's overnight session opens 6 December 2026, taking US equities to 23 hours a day. What breaks in trading, risk and charting systems - and how to prepare.
13 min read
Goldman's Claude agents, Lloyds' super-agent, Accenture's 57% and the FCA's bank-run warning: where agentic AI in banking really is, and the model winning.
13 min read
AI stocks are ~41% of the S&P 500 and Big Tech capex may pass $600bn. The bull and bear cases steel-manned, and what would settle the argument.
12 min read
Deepfakes now account for ~6.5% of fraud attempts and $3.7bn in documented losses. Why voice authentication has failed and what layered controls actually work.
12 min read
Public LLM trading arenas ran 44 models through 2,527 trades. Only 42.6% of model-seasons were profitable. What that proves about AI trading.
12 min read
The OBR's productivity downgrade reshaped UK fiscal policy. Why AI and workflow automation is the only productivity lever that works on a two-year horizon.
13 min read
UK startups raised ~$17bn in H1 2026 with AI taking 74%. What London's fintech and AI funding data says about which categories are winning - and which aren't.
11 min read
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