Share Market

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

Netflix drops 9%: is the growth story starting to crack?

Netflix has spent years proving that it can keep growing even after becoming the world's largest streaming platform. This time, however, the market is asking a different question. The issue is no longer whether Netflix can grow. It is whether it can grow fast enough to justify the expectations already built into stock.

Netflix shares decline in after-hours trading following mixed Q2 results

Netflix shares fell sharply in after-hours trading after mixed Q2 results, as a revenue miss and slowing growth outweighed a modest EPS beat, raising concerns about momentum.

S&P 500 at record highs: is the market still healthy?

The S&P 500 still trading near record highs, but the market underneath the index is becoming harder to read. The headline story remains strong. Large technology companies continue to drive earnings expectations, artificial intelligence remains one of the biggest investment themes, and investors are still willing to pay premium valuations for companies expected to benefit from long-term growth.

SpaceX falls below IPO price as post-listing rally unwinds

SpaceX shares briefly fell below their $135 IPO price for the first time, marking a sharp reversal from the rally that once pushed the company’s valuation above $2.6 trillion. The stock recovered to close just above the offer price, but concerns over debt-funded AI spending, possible Fed rate hikes and an approaching lock-up expiry continue to pressure sentiment.

SpaceX shares return to $135 IPO price as concerns over tech valuations grow

SpaceX shares fell back to their $135 IPO price as concerns over elevated technology valuations, geopolitical risks, and inflationary pressures outweighed initial enthusiasm, reducing the company’s market capitalisation and weakening investor sentiment.

Apple Sues OpenAI Over Hardware Trade Secret Theft

Apple has filed a major lawsuit against OpenAI and former Apple employees, accusing them of misusing trade secrets to accelerate OpenAI’s push into consumer hardware. The complaint alleges that sensitive information was extracted through different stages of recruitment and used to support OpenAI’s hardware ambitions.

Amazon vs SpaceX: which stock has the stronger investment case?

Amazon and SpaceX are both trying to own the next layer of global infrastructure, but they are very different investments. Amazon is the more mature business. It has multiple profit engines, including AWS, advertising, subscriptions and e-commerce scale. SpaceX is the more explosive growth story, built around Starlink, launch dominance, defense contracts, and a much bigger long-term vision tied to satellites, AI infrastructure and space logistics.

Emerging markets are beating the S&P 500, is wall street missing the signal?

The S&P 500 enters July with a strong seasonal tailwind, but not with a clean macro setup. Since 2015, July has usually been kind to U.S. equities, with the S&P 500 finishing higher each time. That history helps explain why investors are still comfortable holding risk. But seasonality is only one part of the story

Nasdaq slips on renewed AI valuation concerns and geopolitical instability

The Nasdaq futures contract retreated by 1.81% to close at 29, 392 points, as market participants increasingly scrutinised elevated artificial intelligence (AI) valuations. Concurrently, a sharp escalation in Middle Eastern geopolitical tensions drove crude oil prices higher, stoking market expectations of a more hawkish monetary policy stance from the Federal Reserve.

Microsoft AI spending remains heavy, but productivity signals are improving

Microsoft’s AI strategy is beginning to show more tangible progress, even if investors have not fully rewarded the stock for it yet. The market has spent much of the past year questioning whether the company’s aggressive AI investment cycle can generate enough returns to justify the scale of spending. That concern has not disappeared. But the latest operational signals suggest the debate may be starting to shift.