Share Market

Daily stock & share market news and analysis covering global equities, major indices, company earnings and the key economic drivers.

Is Nvidia losing its AI leadership? why the next phase of AI may not favour Nvidia

Nvidia has become synonymous with the artificial intelligence boom. Its graphics processing units (GPUs) powered the race to build large language models (LLMs), turning the company into the dominant supplier of AI infrastructure and one of the world's most valuable businesses.

Can SpaceX grow fast enough to justify its $1.84 trillion valuation?

SpaceX’s record IPO turned the company into one of the world’s most valuable businesses despite a nearly $5 billion annual loss. Its valuation assumes extraordinary growth across Starlink, rocket launches and artificial intelligence, but comparisons with Amazon show how difficult it may be to deliver the revenue required to justify today’s price.

Intel beats Q2 2026 estimates; Stock gains post-market

Intel Corporation surpassed Wall Street estimates for the second quarter of 2026, posting $16.13 billion in revenue and a non-GAAP earnings per share (EPS) of $0.42. Strong growth across artificial intelligence (AI) and data center segments propelled the company's shares up by over 3% in post-market trading.

Tesla beats revenue expectations but misses EPS estimates in Q2 2026

Tesla reported Q2 2026 revenue of $28.24 billion, surpassing market expectations, but missed earnings per share (EPS) forecasts with a reading of $0.33. Shares fell 4% in post-market trading amid rising operational costs and ongoing selling pressure.

Micron blockbuster quarter turns memory cycle into an AI profit story

Micron is no longer trading like a simple memory-cycle recovery. The latest Q3 results have pushed the stock into a different debate: whether AI demand can turn the company into one of the most profitable US technology names outside Nvidia and Google.

SpaceX-Anthropic deal turns AI compute into the next test for SpaceX valuation

SpaceX is no longer valued only as a rocket, satellite or Starlink story. The Anthropic deal changes the frame. By committing nearly $45 billion over the next three years for server capacity, Anthropic is effectively turning SpaceX into a major AI infrastructure provider as well as a space and connectivity company.

Alphabet’s AI spending tests how much cash flow investors are willing to trust

Alphabet is becoming one of the clearest tests of the AI investment cycle. The company is raising $84.75 billion in equity capital to fund a much larger buildout in AI and compute infrastructure, while full-year capital expenditure guidance has moved to $180–$190 billion.

Oracle suffers worst week since dot-com crash as AI spending fears deepen

Oracle’s Shares sank 19%, marking worst week since the 2001 dot-com bust. The company’s market value has now fallen roughly 55% from its September peak, stabilizing near $428 billion. That scale of decline shows the market is no longer rewarding AI exposure automatically. Investors are now asking a harder question: how expensive is growth?

SpaceX debt sale calms liquidity fears, but short sellers focus on AI losses

SpaceX’s $25 billion senior unsecured bond sale has shifted the market debate from liquidity risk to earnings quality. The company priced one of the largest investment-grade debt deals of the year, with proceeds mainly aimed at refinancing bridge debt and lowering financing costs, rather than filling a cash shortfall.

Oracle earnings become a reality check for the AI cloud story

Oracle’s upcoming results are not being treated like a normal quarterly update. Investors are looking at this report as a reality check for one of the most aggressive AI-cloud growth stories in the market.