FTSE 100 news / Daily overviews / 8 October 2026
FTSE 100 news overview: Thursday 8 October 2026
Average tone of news coverage across 86 FTSE 100 companies with relevant stories: +3.3 (positive), against +4.2 the day before. 742 relevant stories in all; 61 companies had 3 or more, and 14 had none.
Most positive coverage
- Reckitt +10.0
Coverage centred on Goldman Sachs upgrading Reckitt to Buy with a 6,500p target, with shares rising, alongside reports of impressive earnings and a packaging design award. - BAE Systems +8.7
Coverage was mainly about BAE Systems winning a Lockheed Martin order to supply electronic warfare systems for F-35 jets, covering Lots 20-22. - Experian +8.7
Coverage focused on Experian's launch of a Cashflow Data Bureau for lenders and on its shares gaining. - Shell +8.7
Coverage was dominated by Shell's third-quarter update, which pointed to record refining margins, a higher gas production outlook and strong trading. - Rolls-Royce Holdings +8.3
Coverage centred on raised 2026 profit guidance and bullish analyst price targets, with a Saudi production licence adding to the positive tone.
Most negative coverage
- Antofagasta −7.3
Coverage was dominated by a strike at Antofagasta's Centinela copper mine after pay talks failed, with several outlets flagging supply risk. - IG Group −4.5
Coverage centred on a selloff in IG shares and brokers' attempts to reassure the market. - Anglo American −3.7
Coverage focused on Anglo American's warning that its Brazilian nickel operation could close if the EU blocks the MMG sale, and on Chinese demands over copper affecting the Teck deal. - HSBC −3.7
Coverage centred on HSBC's plan to cut up to 70% of UK wealth adviser roles as AI is adopted, alongside a share price fall of around 4% as financials slipped. - Diageo −3.3
Coverage centred on the Guinness Baltimore brewery closure with 174 layoffs, and an escalating strike at Cameronbridge as job cuts loom.
Biggest moves from the day before
- Anglo American +3.7 → −3.7
Coverage focused on Anglo American's warning that its Brazilian nickel operation could close if the EU blocks the MMG sale, and on Chinese demands over copper affecting the Teck deal.
Strongest and weakest tone
Reckitt had the most positive coverage on 8 October 2026 and Antofagasta the most negative
Tone of coverage, −10 to +10, for the 5 strongest and 5 weakest of 61 companies with 3+ relevant stories.
Reckitt is the largest at 10.0, ahead of BAE Systems (8.7). Antofagasta is the lowest at −7.3. 5 of the 10 are below zero.
Companies with fewer than 3 relevant stories are left out, as in the lists below. This is the tone of coverage, not a share price.Source: MarketFrame news analysis
| company | Tone |
|---|---|
| Reckitt | 10.0 |
| BAE Systems | 8.7 |
| Experian | 8.7 |
| Shell | 8.7 |
| Rolls-Royce Holdings | 8.3 |
| Diageo | −3.3 |
| Anglo American | −3.7 |
| HSBC | −3.7 |
| IG Group | −4.5 |
| Antofagasta | −7.3 |
By sector
| Sector | Average tone | Stories |
|---|---|---|
| Oil and gas | +7.0 | 46 |
| Media and technology | +5.9 | 35 |
| Industrials and support services | +5.9 | 27 |
| Retail | +5.1 | 89 |
| Pharma and healthcare | +4.4 | 50 |
| Aerospace and defence | +4.1 | 17 |
| Real estate | +3.9 | 18 |
| Telecoms | +3.6 | 31 |
| Travel and leisure | +3.1 | 88 |
| Utilities | +2.9 | 37 |
| Insurance | +2.7 | 57 |
| Housebuilders | +2.3 | 5 |
| Consumer staples | +1.5 | 69 |
| Financial services | +1.5 | 39 |
| Banks | +0.5 | 82 |
| Mining | −0.2 | 51 |
| Investment trusts | −2.0 | 1 |