Small-cap tech and healthcare names delivered a session including strategic tie-ups and confirmed guidance. AI platform Potentially AI struck partnerships with two of the world's biggest cloud and social-media players, and Dotdigital confirmed its full-year numbers landed in line with expectations.
Defence Holdings reports pre-revenue year as Whitespace deal beds in
Defence Holdings posted a pre-revenue year following the completion of a binding strategic partnership with Whitespace Global in August 2025. The tie-up marks an early-stage step in the company's build-out, with the period under review reflecting the groundwork laid before commercial revenues are expected to materialise.
Tern deepens Talking Medicines backing, sweetens exit pledge
Tern (TERN) has invested a further £117,195 in new convertible loan notes carrying an uplifted principal of £234,389, extending its financial commitment to portfolio company Talking Medicines. Alongside the top-up, Tern has raised its minimum shareholder distribution commitment from qualifying exits to 70% of net proceeds, a move aimed at sharpening investor alignment as the portfolio matures. The shares rose 3.39% to 1.525p.
Potentially AI lands Google and ByteDance partner status
Potentially AI (AGI) has joined the partner networks of both Google Cloud and ByteDance, securing up to $350,000 in Google Cloud credits alongside preferential access to ByteDance's BytePlus models. The dual arrangement gives the AIM-listed AI platform cheaper infrastructure and privileged model access as it looks to scale, even as the shares slipped 3.33% to 7.25p.
Dotdigital confirms guidance as ARR climbs 18%
Dotdigital Group (DOTD) confirmed revenue and profit for the year to 30 June came in line with market forecasts, with contracted annual recurring revenue up 18% following its Alia and Social Snowball acquisitions. The confirmation lifted the shares 2.27% to 49.0875p, as the two deals continue to feed through into recurring-revenue growth.
