Share Market
Daily stock & share market news and analysis covering global equities, major indices, company earnings and the key economic drivers.
Tesla-SpaceX merger: Musk's $3.7 trillion plan faces a 2027 deadline
Elon Musk is pushing toward a historic Tesla-SpaceX merger, with a potential 2027 deadline shaped by AI investment, market valuations and political uncertainty.

Netflix falls despite solid financial results amid slowing growth
Although Netflix reported strong third-quarter 2026 earnings that exceeded estimates, its share price dropped by 5.31% amid decelerating long-term growth and intense industry competition.

China memory chip expansion could challenge US tech profits
CXMT does not need to overtake Micron, Samsung or SK Hynix in advanced AI memory to change the economics of the industry. It needs to add enough conventional DRAM supply to challenge the scarcity supporting current prices.

SpaceX posts robust Q3 earnings results, lifting shares in post-market trading
SpaceX achieved robust third-quarter results, surpassing market forecasts with $14.58 billion in revenue and earnings per share (EPS) of $0.35, largely driven by rapid expansion within its artificial intelligence segment.

Why is 28,871 a critical support level for the Nasdaq 100?
Nasdaq’s latest retreat exposes a weakness in the AI investment story that strong chip sales alone cannot resolve. Investors are asking whether the infrastructure behind AI can generate sufficient returns to justify the debt required to build it, particularly as inflation threatens to keep financing costs elevated.

AI stocks outlook: inflation, rising debt and the cost of AI expansion
The latest inflation data has changed the question facing the AI industry. The issue is no longer simply how much computing capacity companies will need, but whether investors are willing to keep financing that expansion at a higher cost of capital.

Morgan Stanley Q3 2026 earnings report: a fundamental and technical overview
Morgan Stanley’s third-quarter earnings exceeded market forecasts for revenue and earnings per share; however, its share price declined, weighed down by inflation-driven interest rate hike expectations.

S&P 500 falls after higher-than-expected inflation data and mixed bank results
The S&P 500 declined as higher-than-expected US inflation boosted expectations of further Federal Reserve rate hikes, whilst mixed quarterly earnings from major banks failed to lift broader market sentiment.

Micron stock forecast: AI demand, China competition and key levels
Micron’s recent share-price weakness raises a question that goes beyond competition from China. The memory market is becoming more profitable as AI infrastructure drives demand for advanced memory, but those margins also create an incentive for new competitors to expand capacity.

JPMorgan shares edge lower after Q3 earnings miss analysts’ expectations
JPMorgan shares dipped slightly after Q3 earnings missed revenue and EPS estimates, despite solid year-on-year growth.
