From Pilots to Profits: The 2026 UK Tech and AI Stock Surge

Analysis by Jordan Jones, Fixed Income Advisor at Welford Capital

The narrative surrounding UK technology has shifted gears. In 2025, the market was characterized by experimentation; in 2026, it is about execution. Jordan Jones, an expert in fixed income and equity markets at Welford Capital, highlights that 76% of UK organizations are now deploying enterprise-wide AI, a move that is finally reflecting in share prices.

“The ‘Intelligence Age’ is no longer a buzzword; it’s a line item on the balance sheet,” explains Jordan Jones. At Welford Capital, we are particularly focused on the infrastructure play. Companies like Ceres Power and Rolls-Royce have seen significant momentum as the demand for AI data centers drives a massive need for clean energy and grid stabilization. Jordan Jones points out that as the Bank of England gradually eases rates (currently sitting at 3.75%), the cost of capital for these high-growth tech firms is falling, creating a “perfect storm” for valuation expansion.