Become a Member
  • Track your favourite stocks
  • Create & monitor portfolios
  • Daily portfolio value
Sign Up
Quickpicks
Add shares to your
quickpicks to
display them here!

WINNERS & LOSERS: AI jitters ripple; THG and Dunelm shine

15th Oct 2026 10:09

(Alliance News) - The following are the leading risers and fallers among FTSE 100 and 250 index constituents on Thursday.

----------

FTSE 100 WINNERS

----------

Autotrader Group PLC, up 3.1% at 528.20 pence

----------

IG Group Holdings PLC, up 3.0% at 982.50p

----------

Experian PLC, up 2.9% at 2,774.00p, rotation to software sector amid AI worry

----------

BT Group PLC, up 2.8% at 203.90p

----------

Whitbread PLC, up 2.7% at 2,608.50p

----------

FTSE 100 LOSERS

----------

Antofagasta PLC, down 6.4% at 3,344.00p, 2027 output guidance underwhelms

----------

Polar Capital Technology Trust PLC, down 5.1% at 643.50p, tracks investees lower amid wider AI sector pressure

----------

Halma PLC, down 5.0% at 3,306.00p

----------

Rio Tinto PLC, down 4.0% at 6,647.00p, miners also hurt by AI worries, as commodities including copper play a part in data centre buildout

----------

Computacenter PLC, down 3.8% at 5,260.00p, is a partner of AI chip maker Nvidia

----------

FTSE 250 WINNERS

----------

THG PLC, up 15% at 31.51p, expects annual earnings beat

----------

Dunelm Group PLC, up 7.4% at 860.50p, quarterly sales up

----------

XPS Pensions Group PLC, up 6.9% at 331.50p, expects results slightly ahead of expectations

----------

Baltic Classifieds Group PLC, up 5.1% at EUR2.38

----------

Michael Page PLC, up 4.1% at 201.40p

----------

FTSE 250 LOSERS

----------

Mondi PLC, down 12% at 720.30p, reports higher than expected input costs

----------

Ceres Power Holdings PLC, down 11% at 328.30p, Ceres Power's solid oxide fuel cells can be used to meet data centre energy needs

----------

Renishaw PLC, down 6.8% at 5,270.00p

----------

Workspace Group PLC, down 6.4% at 342.90p, reports occupancy and rental value; Jefferies cuts to 'hold' and 'buy'

----------

XP Power Ltd, down 6.2% at 1,904.00p

----------

FTSE 100 & 250 movers in focus:

----------

THG, up 15% at 31.51p, 12-month range 29.30p-31.72p. The e-commerce firm, which owns the Myprotein brand, lifts its adjusted earnings before interest, tax, depreciation and amortisation guidance to GBP103 million, ahead of market consensus. THG says third quarter revenue rose 0.9% on-year to GBP408.8 million and it expects growth to accelerate in the final quarter. "Q4 is traditionally our busiest and most cash-generative quarter, and we enter this important trading period with confidence. With strong operational momentum, improving profitability and continued strategic progress across both divisions, we expect to deliver an acceleration in group revenue in Q4," Chief Executive Officer Matthew Moulding comments.

----------

Mondi, down 12% at 720.30p, 12-month range 719.00p-800.80p. It reports robust profitability in the third quarter of this year, despite input costs rising faster than previously projected. The packaging firm says underlying earnings before interest, tax, depreciation and amortisation was EUR196 million in the three months that ended September 30, up 17% from EUR167 million a year before. Ebitda is a key measure of underlying profitability. Describing its performance as "resilient", Mondi says input costs were higher than expected as energy-related costs continued to increase through the third quarter, in addition to the anticipated increase in wood costs in Central and Eastern Europe.

----------

Antofagasta, down 6.4% at 3,344.00p, 12-month range 3,306.00p-3,424.00p. It says copper production in the third quarter of 2026 rose 7.0% to 151,900 tonnes, from 142,000 in the second quarter. Looking ahead, it still expects annual copper output between 625,000 and 655,000 tonnes. It had cut its outlook from 650,000 to 700,000 tonnes in the wake of the weather event. Looking to 2027, it sees copper production between 630,000 and 690,000 tonnes. Peel Hunt analysts say quarterly output was below the broker's 158,000 tonnes forecast and the 2027 outlook fell short of its 710,000 prediction.

----------

Polar Capital Technology Trust, down 5.1% at 643.50p, 12-month range 641.44p-650.50p. Polar Capital tracks investees, among them Nvidia Corp, lower on AI worry. The lingering threat from China's CXMT, sturdy competition in the dynamic random-access memory space, has hit chip stocks hard. SK Hynix slumped 11% in Seoul, while Samsung Electronics shed 9.5%. In Tokyo, SoftBank Group fell 9.3%, while Murata Manufacturing plunged 10%. But wider AI funding worries have also played a part in the sell-off, and one company at the heart of that concern is CoreWeave. Shares in the Nasdaq listing plunged 15% in New York on Wednesday, shedding another 5.9% after hours. CoreWeave is a provider of a cloud platform for artificial intelligence. CoreWeave operates some data centres.

----------

Experian, up 2.9% at 2,774.00p , 12-month range 2,741.00p-2,803.00p. Software companies that had previously been hit by worries that AI tools could disrupt their offerings move higher. Credit checking firm Experian remains 22% lower over the past year, however.

----------

By Eric Cunha, Alliance News news editor

Comments and questions to [email protected]

Copyright 2026 Alliance News Ltd. All Rights Reserved.


Related Shares:

Auto TraderIGExperianBTWhitbreadAntofagastaPolar Capital Technology TrustHalmaRio TintoComputacenterThgDunelmXps PensionsBaltic Classifieds GroupPageGroupMondiCeres PowerRenishawWorkspaceXp Power
FTSE 100 Latest
Value10,798.81
Change73.95