Stock Movers Rightmove Plunges, ITV Soars, Monte Paschi Gains
Nov 7, 2025
Louise Moon, Breaking News Editor at Bloomberg, shares her keen insights on market trends. She discusses Rightmove’s alarming revenue growth warning and its move to invest in AI, revealing the challenges ahead. The spotlight shifts to ITV as Moon elaborates on its negotiations with Comcast for a significant media sale that could reshape UK broadcasting. She also highlights Monte Paschi’s unexpected profit surge following the Mediobanca acquisition, projecting a positive outlook amidst market fluctuations.
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Rightmove Flags Slower Growth, Bets On AI
- Rightmove warned revenue growth will be broadly flat in 2026 and delayed sales growth targets from 2028 to 2030.
- Management plans heavier AI investment, signalling they see historic top-line momentum becoming harder to sustain without more spending.
ITV Sale Talks Could Reshape UK Broadcasting
- ITV is in talks to sell its media and entertainment arm to Comcast/Sky for about £1.6bn, driving a c.20% share jump.
- The deal would leave ITV mainly with its studios business and create a major consolidation in UK broadcasting.
Monte Paschi Strengthened By Mediobanca Takeover
- Monte dei Paschi reported better-than-expected Q3 net income and raised full-year profit guidance after completing the takeover of Mediobanca.
- The acquisition made it Italy's third-largest lender by assets and improved revenues and cost control ahead of a new strategy presentation next year.